|
1976
|
Highlander Capital Management
Short Hills,
New Jersey
|
$71K
|
–
|
–
|
–
|
|
|
1977
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$69K
|
-$3.95K
|
-16
|
-5%
|
|
|
1978
|
|
$69K
|
–
|
–
|
–
|
|
|
1979
|
Moser Wealth Advisors
Bellevue,
Washington
|
$69K
|
–
|
–
|
–
|
|
|
1980
|
Pflug Koory
Omaha,
Nebraska
|
$68K
|
–
|
–
|
–
|
|
|
1981
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$68K
|
+$72.6K
|
+294
|
New
|
|
|
1982
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$65K
|
-$1.97K
|
-8
|
-3%
|
|
|
1983
|
Better Money Decisions
Santa Fe,
New Mexico
|
$64K
|
–
|
–
|
–
|
|
|
1984
|
Tortoise Investment Management
White Plains,
New York
|
$64K
|
–
|
–
|
–
|
|
|
1985
|
Simon Quick Advisors
Morristown,
New Jersey
|
$64K
|
+$8.14K
|
+33
|
+13%
|
|
|
1986
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$63K
|
+$6.91K
|
+28
|
+11%
|
|
|
1987
|
American Research & Management Company
Marion,
Massachusetts
|
$60K
|
–
|
–
|
–
|
|
|
1988
|
ADE LLC
Baltimore,
Maryland
|
$58K
|
–
|
–
|
–
|
|
|
1989
|
|
$58K
|
+$61.7K
|
+250
|
New
|
|
|
1990
|
Sierra Capital
Miami,
Florida
|
$57K
|
–
|
–
|
–
|
|
|
1991
|
USA Financial Formulas
Ada,
Michigan
|
$49K
|
-$18.5K
|
-75
|
-26%
|
|
|
1992
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$49K
|
+$10.9K
|
+44
|
+26%
|
|
|
1993
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$46K
|
–
|
–
|
–
|
|
|
1994
|
Center for Financial Planning
Southfied,
Michigan
|
$46K
|
–
|
–
|
–
|
|
|
1995
|
Corsicana & Co
Corsicana,
Texas
|
$46K
|
–
|
–
|
–
|
|
|
1996
|
DB Wealth Management Group
San Diego,
California
|
$46K
|
–
|
–
|
–
|
|
|
1997
|
Holloway Wealth Management
Gainesville,
Florida
|
$46K
|
–
|
–
|
–
|
|
|
1998
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$46K
|
+$7.4K
|
+30
|
+18%
|
|
|
1999
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$45K
|
–
|
–
|
–
|
|
|
2000
|
Disciplina Capital Management
Nashville,
Tennessee
|
$44.1K
|
+$1.97K
|
+8
|
+4%
|
|
