|
1976
|
Arcus Capital Partners
Atlanta,
Georgia
|
$3.52M
|
-$4.14M
|
-6,060
|
-53%
|
|
|
1977
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$3.52M
|
-$2.12M
|
-3,108
|
-37%
|
|
|
1978
|
Stenger Family Office
Naperville,
Illinois
|
$3.5M
|
+$1.37K
|
+2
|
+0%
|
|
|
1979
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$3.49M
|
-$17.8K
|
-26
|
-0.5%
|
|
|
1980
|
Essential Partners
Rancho Santa Fe,
California
|
$3.49M
|
+$182K
|
+267
|
+5%
|
|
|
1981
|
Newport Capital Group
Red Bank,
New Jersey
|
$3.49M
|
–
|
–
|
–
|
|
|
1982
|
Asset Dedication LLC
San Francisco,
California
|
$3.48M
|
+$108K
|
+158
|
+3%
|
|
|
1983
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$3.47M
|
-$73.7K
|
-108
|
-2%
|
|
|
1984
|
Evergreen Wealth Partners
Kalispell,
Montana
|
$3.46M
|
+$1.79M
|
+2,616
|
+98%
|
|
|
1985
|
Goodman Financial
Houston,
Texas
|
$3.45M
|
–
|
–
|
–
|
|
|
1986
|
Schnieders Capital Management
Pasadena,
California
|
$3.44M
|
-$5.46K
|
-8
|
-0.2%
|
|
|
1987
|
Encompass Wealth Advisors
Portland,
Oregon
|
$3.43M
|
-$115K
|
-169
|
-3%
|
|
|
1988
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$3.43M
|
+$115K
|
+169
|
+3%
|
|
|
1989
|
Vigil Wealth Management
Ponte Vedra Beach,
Florida
|
$3.43M
|
-$98.3K
|
-144
|
-3%
|
|
|
1990
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$3.43M
|
+$2.05K
|
+3
|
+0.1%
|
|
|
1991
|
Mattern Wealth Management
Lawrence,
Kansas
|
$3.43M
|
-$164K
|
-240
|
-4%
|
|
|
1992
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$3.43M
|
–
|
–
|
–
|
|
|
1993
|
Tolleson Wealth Management
Dallas,
Texas
|
$3.42M
|
-$386K
|
-565
|
-10%
|
|
|
1994
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$3.42M
|
–
|
–
|
–
|
|
|
1995
|
RAM Investment Partners
Bellevue,
Washington
|
$3.42M
|
+$2.73M
|
+3,994
|
+324%
|
|
|
1996
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$3.41M
|
+$109K
|
+159
|
+3%
|
|
|
1997
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$3.41M
|
-$104K
|
-152
|
-3%
|
|
|
1998
|
Appleton Partners
Boston,
Massachusetts
|
$3.4M
|
-$12.3K
|
-18
|
-0.3%
|
|
|
1999
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$3.4M
|
-$888K
|
-1,300
|
-20%
|
|
|
2000
|
Elmwood Wealth Management
Berkeley,
California
|
$3.39M
|
+$3.55M
|
+5,196
|
New
|
|
