|
1976
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$115K
|
–
|
–
|
–
|
|
|
1977
|
Manchester Capital Management
Manchester,
Vermont
|
$111K
|
–
|
–
|
–
|
|
|
1978
|
Evensky & Katz
Coral Gables,
Florida
|
$111K
|
-$7.77K
|
-81
|
-6%
|
|
|
1979
|
Pin Oak Investment Advisors
Houston,
Texas
|
$111K
|
+$19.3K
|
+201
|
+21%
|
|
|
1980
|
Global Financial Private Client
Sarasota,
Florida
|
$110K
|
-$143K
|
-1,495
|
-56%
|
|
|
1981
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$110K
|
-$192
|
-2
|
-0.2%
|
|
|
1982
|
Rise Advisors
Rochester,
New York
|
$109K
|
+$11.1K
|
+116
|
+11%
|
|
|
1983
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$109K
|
+$111K
|
+1,153
|
New
|
|
|
1984
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$109K
|
–
|
–
|
–
|
|
|
1985
|
Endurance Wealth Management
Providence,
Rhode Island
|
$108K
|
+$7.19K
|
+75
|
+7%
|
|
|
1986
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$105K
|
+$73.6K
|
+767
|
+222%
|
|
|
1987
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$105K
|
+$106K
|
+1,109
|
New
|
|
|
1988
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$104K
|
+$106K
|
+1,102
|
New
|
|
|
1989
|
GW&K Investment Management
Boston,
Massachusetts
|
$104K
|
+$105K
|
+1,094
|
New
|
|
|
1990
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$102K
|
-$293K
|
-3,055
|
-74%
|
|
|
1991
|
Bogart Wealth LLC
Mclean,
Virginia
|
$98.2K
|
-$70.7K
|
-737
|
-42%
|
|
|
1992
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$97.4K
|
-$98.4K
|
-1,026
|
-50%
|
|
|
1993
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$96.4K
|
+$97.7K
|
+1,019
|
New
|
|
|
1994
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$96.1K
|
–
|
–
|
–
|
|
|
1995
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$93.3K
|
–
|
–
|
–
|
|
|
1996
|
Axiom Investment Management
New York
|
$92.3K
|
-$77.9K
|
-812
|
-45%
|
|
|
1997
|
IFS Advisors
Overland Park,
Kansas
|
$92.2K
|
–
|
–
|
–
|
|
|
1998
|
KB Financial Partners
Princeton,
New Jersey
|
$92K
|
–
|
–
|
–
|
|
|
1999
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$91.8K
|
-$16.3K
|
-170
|
-15%
|
|
|
2000
|
D.J. St. Germain
Springfield,
Massachusetts
|
$91.3K
|
+$92.6K
|
+965
|
New
|
|
