|
1976
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$412K
|
-$33.6K
|
-111
|
-8%
|
|
|
1977
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$412K
|
-$30.3K
|
-100
|
-7%
|
|
|
1978
|
Sterneck Capital Management
Kansas City,
Missouri
|
$412K
|
–
|
–
|
–
|
|
|
1979
|
Allred Capital Management
Dallas,
Texas
|
$411K
|
-$36.6K
|
-121
|
-8%
|
|
|
1980
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$410K
|
–
|
–
|
–
|
|
|
1981
|
Liberty Capital Management
Birmingham,
Michigan
|
$408K
|
–
|
–
|
–
|
|
|
1982
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$408K
|
+$34.8K
|
+115
|
+9%
|
|
|
1983
|
Penobscot Wealth Management
Portland,
Maine
|
$408K
|
+$26.9K
|
+89
|
+7%
|
|
|
1984
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$408K
|
-$25.7K
|
-85
|
-6%
|
|
|
1985
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$407K
|
+$40.9K
|
+135
|
+11%
|
|
|
1986
|
MN Wealth Advisors
Overland Park,
Kansas
|
$407K
|
-$28.8K
|
-95
|
-7%
|
|
|
1987
|
Keynote Financial Services
Vernon,
Connecticut
|
$407K
|
–
|
–
|
–
|
|
|
1988
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$406K
|
+$403K
|
+1,330
|
New
|
|
|
1989
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$406K
|
+$13.6K
|
+45
|
+3%
|
|
|
1990
|
Holistic Planning
Nacogdoches,
Texas
|
$405K
|
+$4.84K
|
+16
|
+1%
|
|
|
1991
|
Avion Wealth
The Woodlands,
Texas
|
$403K
|
-$157K
|
-519
|
-28%
|
|
|
1992
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$401K
|
+$399K
|
+1,317
|
New
|
|
|
1993
|
Leisure Capital Management
Costa Mesa,
California
|
$401K
|
–
|
–
|
–
|
|
|
1994
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$401K
|
-$117K
|
-385
|
-23%
|
|
|
1995
|
Bard Associates
Chicago,
Illinois
|
$400K
|
–
|
–
|
–
|
|
|
1996
|
Harvey Capital Management
Palm Beach,
Florida
|
$400K
|
–
|
–
|
–
|
|
|
1997
|
Cornerstone Management
Duluth,
Georgia
|
$399K
|
-$58.4K
|
-193
|
-13%
|
|
|
1998
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$399K
|
+$25.4K
|
+84
|
+7%
|
|
|
1999
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$398K
|
-$9.08K
|
-30
|
-2%
|
|
|
2000
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$397K
|
+$395K
|
+1,304
|
New
|
|
