|
1976
|
GEM Asset Management
Plymouth,
Michigan
|
$1.41M
|
+$438K
|
+979
|
+50%
|
|
|
1977
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.4M
|
-$3.13K
|
-7
|
-0.2%
|
|
|
1978
|
Tudor Investment Corp
Stamford,
Connecticut
|
$1.4M
|
+$1.32M
|
+2,940
|
New
|
|
|
1979
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$1.4M
|
-$192K
|
-430
|
-13%
|
|
|
1980
|
Everhart Financial Group
Dublin,
Ohio
|
$1.4M
|
+$208K
|
+465
|
+19%
|
|
|
1981
|
MMBG Investment Advisors
Miami,
Florida
|
$1.4M
|
–
|
–
|
–
|
|
|
1982
|
Griffin Asset Management
New York
|
$1.4M
|
+$54.6K
|
+122
|
+4%
|
|
|
1983
|
Ervin Investment Management
Seattle,
Washington
|
$1.39M
|
+$15.7K
|
+35
|
+1%
|
|
|
1984
|
Painted Porch Advisors
Santa Barbara,
California
|
$1.39M
|
+$1.3M
|
+2,902
|
New
|
|
|
1985
|
Soundmark Wealth Management
Kirkland,
Washington
|
$1.39M
|
+$140K
|
+313
|
+12%
|
|
|
1986
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$1.38M
|
-$4.92K
|
-11
|
-0.4%
|
|
|
1987
|
Randolph Company
Cincinnati,
Ohio
|
$1.38M
|
-$129K
|
-288
|
-9%
|
|
|
1988
|
Wealthquest
Cincinnati,
Ohio
|
$1.38M
|
-$7.16K
|
-16
|
-0.6%
|
|
|
1989
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.38M
|
-$20.6K
|
-46
|
-2%
|
|
|
1990
|
First Merchants Corp
Muncie,
Indiana
|
$1.38M
|
-$30.4K
|
-68
|
-2%
|
|
|
1991
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$1.37M
|
-$117K
|
-262
|
-9%
|
|
|
1992
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$1.36M
|
-$191K
|
-426
|
-13%
|
|
|
1993
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.36M
|
-$128K
|
-286
|
-9%
|
|
|
1994
|
Cora Capital Advisors
Marlton,
New Jersey
|
$1.36M
|
–
|
–
|
–
|
|
|
1995
|
Archer Investment Corporation
Carmel,
Indiana
|
$1.36M
|
+$55.9K
|
+125
|
+5%
|
|
|
1996
|
Arlington Partners
Birmingham,
Alabama
|
$1.36M
|
-$1.19M
|
-2,657
|
-48%
|
|
|
1997
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$1.36M
|
+$69.4K
|
+155
|
+6%
|
|
|
1998
|
Clarius Group LLC
Seattle,
Washington
|
$1.35M
|
+$1.79K
|
+4
|
+0.1%
|
|
|
1999
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$1.35M
|
+$1.27M
|
+2,828
|
New
|
|
|
2000
|
Mengis Capital Management
Portland,
Oregon
|
$1.35M
|
-$448
|
-1
|
-0%
|
|
