|
1976
|
Raffa Wealth Management
Washington,
District of Columbia
|
$407K
|
-$199K
|
-3,720
|
-32%
|
|
|
1977
|
Element Pointe Advisors
Miami,
Florida
|
$406K
|
+$420K
|
+7,840
|
New
|
|
|
1978
|
Financial Advisory Group
Houston,
Texas
|
$402K
|
–
|
–
|
–
|
|
|
1979
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$401K
|
+$173K
|
+3,240
|
+72%
|
|
|
1980
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$399K
|
+$412K
|
+7,700
|
New
|
|
|
1981
|
Surevest
Los Angeles,
California
|
$398K
|
+$411K
|
+7,680
|
New
|
|
|
1982
|
Accredited Investors
Edina,
Minnesota
|
$396K
|
–
|
–
|
–
|
|
|
1983
|
Colrain Capital
Boston,
Massachusetts
|
$394K
|
–
|
–
|
–
|
|
|
1984
|
Claro Advisors
Boston,
Massachusetts
|
$392K
|
+$351K
|
+6,560
|
New
|
|
|
1985
|
|
$391K
|
-$21.4K
|
-400
|
-5%
|
|
|
1986
|
Addison Capital
Conshohocken,
Pennsylvania
|
$391K
|
–
|
–
|
–
|
|
|
1987
|
|
$391K
|
–
|
–
|
–
|
|
|
1988
|
Hardy Reed
Tupelo,
Mississippi
|
$390K
|
+$404K
|
+7,540
|
New
|
|
|
1989
|
Resources Management Corp
West Hartford,
Connecticut
|
$388K
|
-$96.3K
|
-1,800
|
-19%
|
|
|
1990
|
Keel Point
Huntsville,
Alabama
|
$388K
|
-$26.8K
|
-500
|
-6%
|
|
|
1991
|
Concentrum Wealth Management
San Jose,
California
|
$388K
|
+$401K
|
+7,500
|
New
|
|
|
1992
|
|
$387K
|
+$400K
|
+7,480
|
New
|
|
|
1993
|
Waverly Advisors
Birmingham,
Alabama
|
$385K
|
-$602K
|
-11,240
|
-60%
|
|
|
1994
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$385K
|
–
|
–
|
–
|
|
|
1995
|
Brightworth
Atlanta,
Georgia
|
$384K
|
-$50.3K
|
-940
|
-11%
|
|
|
1996
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$384K
|
–
|
–
|
–
|
|
|
1997
|
Alera Investment Advisors
Deerfield,
Illinois
|
$383K
|
+$396K
|
+7,400
|
New
|
|
|
1998
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$380K
|
+$204K
|
+3,820
|
+109%
|
|
|
1999
|
Cooper Financial Group
Irvine,
California
|
$379K
|
+$392K
|
+7,320
|
New
|
|
|
2000
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$378K
|
–
|
–
|
–
|
|
