|
1976
|
Summit Securities Group
New York
|
$710K
|
-$11.9K
|
-200
|
-2%
|
|
|
1977
|
Global Retirement Partners
San Rafael,
California
|
$709K
|
+$29.4K
|
+493
|
+5%
|
|
|
1978
|
|
$708K
|
+$162K
|
+2,721
|
+33%
|
|
|
1979
|
Crew Capital Management
Cincinnati,
Ohio
|
$708K
|
+$659K
|
+11,055
|
New
|
|
|
1980
|
TrinityPoint Wealth
Milford,
Connecticut
|
$705K
|
+$13.3K
|
+223
|
+2%
|
|
|
1981
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$704K
|
–
|
–
|
–
|
|
|
1982
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$702K
|
-$499K
|
-8,371
|
-43%
|
|
|
1983
|
Private Capital Group
West Hartford,
Connecticut
|
$700K
|
-$451K
|
-7,576
|
-41%
|
|
|
1984
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$699K
|
-$122K
|
-2,040
|
-16%
|
|
|
1985
|
Financial Advisors Network
Tustin,
California
|
$698K
|
+$324K
|
+5,429
|
+99%
|
|
|
1986
|
Biltmore Family Office
Charlotte,
North Carolina
|
$696K
|
+$298
|
+5
|
+0%
|
|
|
1987
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$696K
|
+$2.98K
|
+50
|
+0.5%
|
|
|
1988
|
Opes Wealth Management
Menlo Park,
California
|
$696K
|
+$87.2K
|
+1,464
|
+16%
|
|
|
1989
|
Smith, Moore & Co
Clayton,
Missouri
|
$695K
|
-$89.9K
|
-1,508
|
-12%
|
|
|
1990
|
Oxbow Advisors
Austin,
Texas
|
$694K
|
+$1.49K
|
+25
|
+0.2%
|
|
|
1991
|
Investors Financial Group
Plymouth,
Minnesota
|
$693K
|
+$11.9K
|
+200
|
+2%
|
|
|
1992
|
Nadler Financial Group
Deerfield,
Illinois
|
$691K
|
+$2.09K
|
+35
|
+0.3%
|
|
|
1993
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$690K
|
-$780K
|
-13,082
|
-55%
|
|
|
1994
|
Main Street Research
Lakeville,
Connecticut
|
$689K
|
+$641K
|
+10,763
|
New
|
|
|
1995
|
Detalus Advisors
St. Louis,
Missouri
|
$688K
|
-$98K
|
-1,645
|
-13%
|
|
|
1996
|
Berman Capital Advisors
Atlanta,
Georgia
|
$688K
|
+$87.5K
|
+1,469
|
+16%
|
|
|
1997
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$686K
|
+$76.3K
|
+1,281
|
+14%
|
|
|
1998
|
Perritt Capital Management
Chicago,
Illinois
|
$683K
|
–
|
–
|
–
|
|
|
1999
|
Colonial River Investments
Midlothian,
Virginia
|
$682K
|
-$16.6K
|
-278
|
-3%
|
|
|
2000
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$681K
|
+$634K
|
+10,644
|
New
|
|
