|
1976
|
Maia Wealth
Denver,
Colorado
|
$352K
|
-$28.8K
|
-449
|
-8%
|
|
|
1977
|
Boston Trust Walden
Boston,
Massachusetts
|
$351K
|
–
|
–
|
–
|
|
|
1978
|
Main Street Group
Glen Allen,
Virginia
|
$351K
|
+$18.5K
|
+289
|
+5%
|
|
|
1979
|
Shira Ridge Wealth Management
Larkspur,
California
|
$350K
|
+$128
|
+2
|
+0%
|
|
|
1980
|
Forum Financial Management
Lombard,
Illinois
|
$350K
|
-$43.9K
|
-684
|
-11%
|
|
|
1981
|
Community Financial Services Group
Newport,
Vermont
|
$349K
|
-$1.52M
|
-23,631
|
-81%
|
|
|
1982
|
Gradient Capital Advisors
San Diego,
California
|
$349K
|
-$6.93K
|
-108
|
-2%
|
|
|
1983
|
McNaughton Wealth Management
San Diego,
California
|
$349K
|
–
|
–
|
–
|
|
|
1984
|
Bank OZK
Little Rock,
Arkansas
|
$347K
|
-$2.69K
|
-42
|
-0.7%
|
|
|
1985
|
Successful Portfolios
Clearwater,
Florida
|
$346K
|
+$8.27K
|
+129
|
+2%
|
|
|
1986
|
Northeast Investment Management
Boston,
Massachusetts
|
$346K
|
+$30.5K
|
+475
|
+9%
|
|
|
1987
|
Legacy Edge Advisors
Syosset,
New York
|
$345K
|
–
|
–
|
–
|
|
|
1988
|
Clear Creek Financial Management
Silverdale,
Washington
|
$345K
|
+$3.21K
|
+50
|
+0.9%
|
|
|
1989
|
Financial Perspectives
Minneapolis,
Minnesota
|
$344K
|
+$13.7K
|
+214
|
+4%
|
|
|
1990
|
Heritage Family Offices
Scottsdale,
Arizona
|
$344K
|
+$321
|
+5
|
+0.1%
|
|
|
1991
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$339K
|
-$23.7K
|
-370
|
-6%
|
|
|
1992
|
Partners in Financial Planning
Salem,
Virginia
|
$338K
|
-$20.6K
|
-321
|
-6%
|
|
|
1993
|
Dimension Capital Management
Coral Gables,
Florida
|
$336K
|
-$219K
|
-3,420
|
-39%
|
|
|
1994
|
Penobscot Investment Management
Boston,
Massachusetts
|
$336K
|
–
|
–
|
–
|
|
|
1995
|
BTC Capital Management
Des Moines,
Iowa
|
$336K
|
-$6.03K
|
-94
|
-2%
|
|
|
1996
|
Accredited Wealth Management
Louisville,
Kentucky
|
$336K
|
+$346K
|
+5,391
|
New
|
|
|
1997
|
Drum Hill Capital
Westport,
Connecticut
|
$335K
|
+$345K
|
+5,375
|
New
|
|
|
1998
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$333K
|
–
|
–
|
–
|
|
|
1999
|
Segment Wealth Management
Houston,
Texas
|
$333K
|
–
|
–
|
–
|
|
|
2000
|
Forte Capital
Rochester,
New York
|
$332K
|
+$6.67K
|
+104
|
+2%
|
|
