|
1976
|
Evensky & Katz
Coral Gables,
Florida
|
$107K
|
-$6.3K
|
-63
|
-5%
|
|
|
1977
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$107K
|
+$9.1K
|
+91
|
+9%
|
|
|
1978
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$106K
|
-$16.9K
|
-169
|
-13%
|
|
|
1979
|
Rise Advisors
Rochester,
New York
|
$103K
|
-$8.7K
|
-87
|
-8%
|
|
|
1980
|
Clarkston Capital Partners
Rochester,
Michigan
|
$102K
|
-$110K
|
-1,102
|
-51%
|
|
|
1981
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$98.6K
|
-$20K
|
-200
|
-16%
|
|
|
1982
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$95K
|
-$10K
|
-100
|
-9%
|
|
|
1983
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$94.5K
|
-$18.2K
|
-182
|
-16%
|
|
|
1984
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$94.2K
|
+$400
|
+4
|
+0.4%
|
|
|
1985
|
IFS Advisors
Overland Park,
Kansas
|
$94.2K
|
–
|
–
|
–
|
|
|
1986
|
Raffa Wealth Management
Washington,
District of Columbia
|
$93.1K
|
–
|
–
|
–
|
|
|
1987
|
Atwood & Palmer
Kansas City,
Missouri
|
$92.9K
|
+$86.7K
|
+867
|
+922%
|
|
|
1988
|
Chesapeake Asset Management
New York
|
$92.3K
|
+$95.4K
|
+954
|
New
|
|
|
1989
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$91.7K
|
-$3.7K
|
-37
|
-4%
|
|
|
1990
|
KB Financial Partners
Princeton,
New Jersey
|
$91K
|
–
|
–
|
–
|
|
|
1991
|
MTM Investment Management
Spartanburg,
South Carolina
|
$90.3K
|
–
|
–
|
–
|
|
|
1992
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$84K
|
–
|
–
|
–
|
|
|
1993
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$83K
|
+$20.5K
|
+205
|
+31%
|
|
|
1994
|
Creative Capital Management Investments
San Diego,
California
|
$82.2K
|
+$80K
|
+800
|
+1,600%
|
|
|
1995
|
Stephens Consulting
Flint,
Michigan
|
$81.8K
|
+$17.1K
|
+171
|
+25%
|
|
|
1996
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$81.5K
|
+$1.4K
|
+14
|
+2%
|
|
|
1997
|
Acima Private Wealth
Richmond,
Virginia
|
$80.3K
|
–
|
–
|
–
|
|
|
1998
|
JDM Financial Group
Austin,
Texas
|
$78.7K
|
+$53.6K
|
+536
|
+194%
|
|
|
1999
|
Clean Yield Group
Norwich,
Vermont
|
$77.4K
|
–
|
–
|
–
|
|
|
2000
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$77K
|
-$1.5K
|
-15
|
-2%
|
|
