|
1976
|
|
$306K
|
+$2.34K
|
+13
|
+0.8%
|
|
|
1977
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$305K
|
–
|
–
|
–
|
|
|
1978
|
Rovin Capital
Mesa,
Arizona
|
$305K
|
+$278K
|
+1,541
|
New
|
|
|
1979
|
Barrett & Company
Providence,
Rhode Island
|
$305K
|
-$134K
|
-743
|
-33%
|
|
|
1980
|
Single Point Partners
Boston,
Massachusetts
|
$304K
|
-$36.6K
|
-203
|
-12%
|
|
|
1981
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$304K
|
-$221K
|
-1,225
|
-44%
|
|
|
1982
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$303K
|
–
|
–
|
–
|
|
|
1983
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$303K
|
–
|
–
|
–
|
|
|
1984
|
Palumbo Wealth Management
Great Neck,
New York
|
$303K
|
+$180
|
+1
|
+0.1%
|
|
|
1985
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$303K
|
+$276K
|
+1,532
|
New
|
|
|
1986
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$302K
|
–
|
–
|
–
|
|
|
1987
|
Circle Wealth Management
Summit,
New Jersey
|
$301K
|
-$43.1K
|
-239
|
-14%
|
|
|
1988
|
Salomon & Ludwin
Richmond,
Virginia
|
$301K
|
–
|
–
|
–
|
|
|
1989
|
Biltmore Family Office
Charlotte,
North Carolina
|
$301K
|
–
|
–
|
–
|
|
|
1990
|
Summit Wealth Partners
Orlando,
Florida
|
$301K
|
–
|
–
|
–
|
|
|
1991
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$300K
|
+$9.2K
|
+51
|
+3%
|
|
|
1992
|
Montis Financial
Waltham,
Massachusetts
|
$300K
|
+$274K
|
+1,518
|
New
|
|
|
1993
|
Clifford Group
Wayland,
Massachusetts
|
$300K
|
+$4.51K
|
+25
|
+2%
|
|
|
1994
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$299K
|
+$1.44K
|
+8
|
+0.5%
|
|
|
1995
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$297K
|
+$180
|
+1
|
+0.1%
|
|
|
1996
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$297K
|
+$1.44K
|
+8
|
+0.5%
|
|
|
1997
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$297K
|
-$18K
|
-100
|
-6%
|
|
|
1998
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$296K
|
+$721
|
+4
|
+0.3%
|
|
|
1999
|
Paladin Advisory Group
Clive,
Iowa
|
$294K
|
–
|
–
|
–
|
|
|
2000
|
Olympiad Research
Stamford,
Connecticut
|
$294K
|
+$268K
|
+1,488
|
New
|
|
