|
1976
|
First Bank & Trust
Brookings,
South Dakota
|
$768K
|
-$27.1K
|
-480
|
-4%
|
|
|
1977
|
Swarthmore Group
Philadelphia,
Pennsylvania
|
$765K
|
-$7.51M
|
-133,000
|
-91%
|
|
|
1978
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$764K
|
-$1M
|
-17,800
|
-59%
|
|
|
1979
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$756K
|
+$392K
|
+6,940
|
+117%
|
|
|
1980
|
Foundry Partners
Minneapolis,
Minnesota
|
$753K
|
–
|
–
|
–
|
|
|
1981
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$751K
|
-$56.5K
|
-1,000
|
-7%
|
|
|
1982
|
RBO & Co
Saint Helena,
California
|
$751K
|
+$26K
|
+460
|
+4%
|
|
|
1983
|
Pinion Investment Advisors
Wichita,
Kansas
|
$751K
|
+$38.4K
|
+680
|
+6%
|
|
|
1984
|
Pin Oak Investment Advisors
Houston,
Texas
|
$750K
|
-$131K
|
-2,320
|
-15%
|
|
|
1985
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$750K
|
+$16.9K
|
+300
|
+2%
|
|
|
1986
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$749K
|
–
|
–
|
–
|
|
|
1987
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$746K
|
–
|
–
|
–
|
|
|
1988
|
Wealth Architects
Mountain View,
California
|
$743K
|
-$1.13K
|
-20
|
-0.2%
|
|
|
1989
|
Courier Capital
Buffalo,
New York
|
$740K
|
+$10.2K
|
+180
|
+1%
|
|
|
1990
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$738K
|
-$411K
|
-7,280
|
-37%
|
|
|
1991
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$738K
|
+$2.26K
|
+40
|
+0.3%
|
|
|
1992
|
Ruggie Capital Group
Tavares,
Florida
|
$734K
|
-$329K
|
-5,820
|
-32%
|
|
|
1993
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$734K
|
-$18.1K
|
-320
|
-3%
|
|
|
1994
|
Calton & Associates
Tampa,
Florida
|
$733K
|
+$99.4K
|
+1,760
|
+16%
|
|
|
1995
|
Ritholtz Wealth Management
New York
|
$732K
|
-$13.6K
|
-240
|
-2%
|
|
|
1996
|
Meridian Financial Partners
Warrenton,
Virginia
|
$728K
|
-$14.7K
|
-260
|
-2%
|
|
|
1997
|
Tradition Capital Management
Summit,
New Jersey
|
$727K
|
+$83.6K
|
+1,480
|
+14%
|
|
|
1998
|
Southport Capital Management
Chattanooga,
Tennessee
|
$726K
|
+$7.9K
|
+140
|
+1%
|
|
|
1999
|
Riverview Trust Company
Vancouver,
Washington
|
$725K
|
–
|
–
|
–
|
|
|
2000
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$724K
|
+$26K
|
+460
|
+4%
|
|
