|
1976
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$3.47M
|
-$73.7K
|
-108
|
-2%
|
|
|
1977
|
Evergreen Wealth Partners
Kalispell,
Montana
|
$3.46M
|
+$1.79M
|
+2,616
|
+98%
|
|
|
1978
|
Goodman Financial
Houston,
Texas
|
$3.45M
|
–
|
–
|
–
|
|
|
1979
|
Schnieders Capital Management
Pasadena,
California
|
$3.44M
|
-$5.46K
|
-8
|
-0.2%
|
|
|
1980
|
Encompass Wealth Advisors
Portland,
Oregon
|
$3.43M
|
-$115K
|
-169
|
-3%
|
|
|
1981
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$3.43M
|
+$115K
|
+169
|
+3%
|
|
|
1982
|
Vigil Wealth Management
Ponte Vedra Beach,
Florida
|
$3.43M
|
-$98.3K
|
-144
|
-3%
|
|
|
1983
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$3.43M
|
+$2.05K
|
+3
|
+0.1%
|
|
|
1984
|
Mattern Wealth Management
Lawrence,
Kansas
|
$3.43M
|
-$164K
|
-240
|
-4%
|
|
|
1985
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$3.43M
|
–
|
–
|
–
|
|
|
1986
|
Tolleson Wealth Management
Dallas,
Texas
|
$3.42M
|
-$386K
|
-565
|
-10%
|
|
|
1987
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$3.42M
|
–
|
–
|
–
|
|
|
1988
|
RAM Investment Partners
Bellevue,
Washington
|
$3.42M
|
+$2.73M
|
+3,994
|
+324%
|
|
|
1989
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$3.41M
|
+$109K
|
+159
|
+3%
|
|
|
1990
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$3.41M
|
-$104K
|
-152
|
-3%
|
|
|
1991
|
Appleton Partners
Boston,
Massachusetts
|
$3.4M
|
-$12.3K
|
-18
|
-0.3%
|
|
|
1992
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$3.4M
|
-$888K
|
-1,300
|
-20%
|
|
|
1993
|
Elmwood Wealth Management
Berkeley,
California
|
$3.39M
|
+$3.55M
|
+5,196
|
New
|
|
|
1994
|
Donaldson Capital Management
Evansville,
Indiana
|
$3.39M
|
-$141K
|
-207
|
-4%
|
|
|
1995
|
Hopwood Financial Services
Reston,
Virginia
|
$3.38M
|
+$268K
|
+392
|
+8%
|
|
|
1996
|
Tranquility Partners
Brentwood,
Tennessee
|
$3.38M
|
-$14.3K
|
-21
|
-0.4%
|
|
|
1997
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$3.37M
|
+$580K
|
+849
|
+20%
|
|
|
1998
|
Global Financial Private Client
Sarasota,
Florida
|
$3.37M
|
+$169K
|
+247
|
+5%
|
|
|
1999
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$3.36M
|
-$4.1K
|
-6
|
-0.1%
|
|
|
2000
|
VisionPoint Advisory Group
Dallas,
Texas
|
$3.34M
|
-$1.45M
|
-2,126
|
-29%
|
|
