|
1976
|
Empire Financial Management Company
New York
|
$211K
|
+$206K
|
+406
|
New
|
|
|
1977
|
Chapin Davis
Baltimore,
Maryland
|
$209K
|
+$204K
|
+403
|
New
|
|
|
1978
|
Family Capital Management
Grand Rapids,
Michigan
|
$209K
|
+$204K
|
+402
|
New
|
|
|
1979
|
Platform Technology Partners
New York
|
$208K
|
+$204K
|
+402
|
New
|
|
|
1980
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$208K
|
-$90.7K
|
-179
|
-31%
|
|
|
1981
|
Sunflower Bank
Dallas,
Texas
|
$208K
|
+$203K
|
+401
|
New
|
|
|
1982
|
Doheny Asset Management
Los Angeles,
California
|
$208K
|
+$203K
|
+400
|
New
|
|
|
1983
|
Montchanin Asset Management
Montchanin,
Delaware
|
$208K
|
+$203K
|
+400
|
New
|
|
|
1984
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$208K
|
+$203K
|
+401
|
New
|
|
|
1985
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$208K
|
-$41K
|
-81
|
-17%
|
|
|
1986
|
Broadwater Capital
Boston,
Massachusetts
|
$208K
|
–
|
–
|
–
|
|
|
1987
|
Financial Engines Advisors
Santa Clara,
California
|
$208K
|
+$203K
|
+400
|
New
|
|
|
1988
|
|
$208K
|
+$203K
|
+400
|
New
|
|
|
1989
|
CM Wealth Advisors
Beachwood,
Ohio
|
$207K
|
-$76K
|
-150
|
-27%
|
|
|
1990
|
AXS Investments
Port Chester,
New York
|
$207K
|
-$26.8K
|
-53
|
-12%
|
|
|
1991
|
Bruce G. Allen Investments
Denver,
Colorado
|
$207K
|
-$13.2K
|
-26
|
-6%
|
|
|
1992
|
tru Independence
Portland,
Oregon
|
$206K
|
+$202K
|
+398
|
New
|
|
|
1993
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$206K
|
+$201K
|
+397
|
New
|
|
|
1994
|
Private Client Services
Louisville,
Kentucky
|
$206K
|
+$201K
|
+397
|
New
|
|
|
1995
|
ERn Financial LLC
Middleton,
Wisconsin
|
$206K
|
+$201K
|
+396
|
New
|
|
|
1996
|
Old Port Advisors
Portland,
Maine
|
$206K
|
+$201K
|
+396
|
New
|
|
|
1997
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$205K
|
+$200K
|
+395
|
New
|
|
|
1998
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$203K
|
+$199K
|
+392
|
New
|
|
|
1999
|
Florida Financial Advisors
Tampa,
Florida
|
$203K
|
-$31.4K
|
-62
|
-14%
|
|
|
2000
|
Presidio Capital Management
San Diego,
California
|
$203K
|
+$198K
|
+390
|
New
|
|
