|
1976
|
Financial Consulate
Hunt Valley,
Maryland
|
$214K
|
+$205K
|
+1,097
|
New
|
|
|
1977
|
Farr Miller & Washington
Washington,
District of Columbia
|
$213K
|
+$204K
|
+1,094
|
New
|
|
|
1978
|
Strategic Financial Services
Utica,
New York
|
$212K
|
+$203K
|
+1,085
|
New
|
|
|
1979
|
Reilly Herbert Faulkner III
|
$212K
|
+$203K
|
+1,089
|
New
|
|
|
1980
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$211K
|
+$5.6K
|
+30
|
+3%
|
|
|
1981
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$210K
|
+$201K
|
+1,075
|
New
|
|
|
1982
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$208K
|
+$199K
|
+1,065
|
New
|
|
|
1983
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$208K
|
+$199K
|
+1,067
|
New
|
|
|
1984
|
FCG Advisors
Chatham,
New Jersey
|
$207K
|
+$198K
|
+1,059
|
New
|
|
|
1985
|
Slow Capital
Greenbrae,
California
|
$205K
|
-$25.8K
|
-138
|
-12%
|
|
|
1986
|
Garrison Bradford & Associates
New York
|
$205K
|
+$196K
|
+1,050
|
New
|
|
|
1987
|
Dimension Capital Management
Coral Gables,
Florida
|
$205K
|
+$197K
|
+1,053
|
New
|
|
|
1988
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$205K
|
+$197K
|
+1,053
|
New
|
|
|
1989
|
Verus Financial Partners
Richmond,
Virginia
|
$204K
|
+$195K
|
+1,044
|
New
|
|
|
1990
|
Trellis Advisors
Ellensburg,
Washington
|
$203K
|
-$38.1K
|
-204
|
-16%
|
|
|
1991
|
Capital Management Associates (New York)
New York
|
$203K
|
+$194K
|
+1,040
|
New
|
|
|
1992
|
Vision Capital Management
Portland,
Oregon
|
$203K
|
+$195K
|
+1,042
|
New
|
|
|
1993
|
TLWM Financial
San Antonio,
Texas
|
$200K
|
+$189K
|
+1,013
|
New
|
|
|
1994
|
Gemmer Asset Management
Walnut Creek,
California
|
$189K
|
–
|
–
|
–
|
|
|
1995
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$187K
|
–
|
–
|
–
|
|
|
1996
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$185K
|
+$560
|
+3
|
+0.3%
|
|
|
1997
|
Princeton Capital Management
Red Bank,
New Jersey
|
$185K
|
+$18.7K
|
+100
|
+12%
|
|
|
1998
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$180K
|
-$9.34K
|
-50
|
-5%
|
|
|
1999
|
Clear Perspective Advisors
Aurora,
Illinois
|
$178K
|
–
|
–
|
–
|
|
|
2000
|
|
$175K
|
–
|
–
|
–
|
|
