|
1976
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$686K
|
+$11.6K
|
+200
|
+2%
|
|
|
1977
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$682K
|
+$3.47K
|
+60
|
+0.5%
|
|
|
1978
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$682K
|
+$751K
|
+12,980
|
New
|
|
|
1979
|
SFMG Wealth Advisors
Plano,
Texas
|
$681K
|
-$1.28M
|
-22,100
|
-67%
|
|
|
1980
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$681K
|
-$8.11K
|
-140
|
-1%
|
|
|
1981
|
Courier Capital
Buffalo,
New York
|
$677K
|
-$4.63K
|
-80
|
-0.6%
|
|
|
1982
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$677K
|
+$372K
|
+6,420
|
+106%
|
|
|
1983
|
Inlet Private Wealth
Jupiter,
Florida
|
$671K
|
+$175K
|
+3,020
|
+35%
|
|
|
1984
|
Means Investment Company
Bangor,
Maine
|
$670K
|
+$5.79K
|
+100
|
+0.8%
|
|
|
1985
|
JSF Financial
Los Angeles,
California
|
$670K
|
+$170K
|
+2,940
|
+31%
|
|
|
1986
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$669K
|
-$141K
|
-2,440
|
-16%
|
|
|
1987
|
Calton & Associates
Tampa,
Florida
|
$669K
|
-$6.95K
|
-120
|
-1%
|
|
|
1988
|
Tradition Asset Management
Richmond,
Virginia
|
$669K
|
+$716K
|
+12,360
|
New
|
|
|
1989
|
Meridian Financial Partners
Warrenton,
Virginia
|
$668K
|
+$3.47K
|
+60
|
+0.5%
|
|
|
1990
|
Riverview Trust Company
Vancouver,
Washington
|
$667K
|
–
|
–
|
–
|
|
|
1991
|
Wellington Shields & Co
New York
|
$667K
|
+$57.9K
|
+1,000
|
+9%
|
|
|
1992
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$661K
|
-$161K
|
-2,780
|
-19%
|
|
|
1993
|
Keel Point
Huntsville,
Alabama
|
$661K
|
-$56.7K
|
-980
|
-7%
|
|
|
1994
|
McIlrath & Eck
Arlington,
Washington
|
$661K
|
–
|
–
|
–
|
|
|
1995
|
Sage Rhino Capital
Menlo Park,
California
|
$657K
|
–
|
–
|
–
|
|
|
1996
|
Strategic Wealth Partners
Independence,
Ohio
|
$656K
|
-$102K
|
-1,760
|
-13%
|
|
|
1997
|
RBO & Co
Saint Helena,
California
|
$655K
|
-$38.2K
|
-660
|
-5%
|
|
|
1998
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$654K
|
-$344K
|
-5,940
|
-33%
|
|
|
1999
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$654K
|
+$15.1K
|
+260
|
+2%
|
|
|
2000
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$651K
|
-$38.2K
|
-660
|
-5%
|
|
