|
1976
|
Provident Trust Company
Waukesha,
Wisconsin
|
$1.19M
|
–
|
–
|
–
|
|
|
1977
|
GKV Capital Management
Walnut Creek,
California
|
$1.19M
|
-$262K
|
-497
|
-17%
|
|
|
1978
|
Core Wealth Partners
Santa Rosa,
California
|
$1.19M
|
+$17.4K
|
+33
|
+1%
|
|
|
1979
|
Tred Avon Family Wealth
Easton,
Maryland
|
$1.18M
|
+$5.79K
|
+11
|
+0.5%
|
|
|
1980
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$1.18M
|
–
|
–
|
–
|
|
|
1981
|
Schnieders Capital Management
Pasadena,
California
|
$1.18M
|
+$26.9K
|
+51
|
+2%
|
|
|
1982
|
Detalus Advisors
St. Louis,
Missouri
|
$1.18M
|
+$11.1K
|
+21
|
+0.9%
|
|
|
1983
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$1.18M
|
+$26.3K
|
+50
|
+2%
|
|
|
1984
|
Cascade Financial Partners
San Diego,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
1985
|
Tudor Investment Corp
Stamford,
Connecticut
|
$1.17M
|
+$1.24M
|
+2,348
|
New
|
|
|
1986
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.17M
|
-$36.3K
|
-69
|
-3%
|
|
|
1987
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$1.17M
|
+$72.2K
|
+137
|
+6%
|
|
|
1988
|
Anchyra Partners
Atlanta,
Georgia
|
$1.17M
|
-$17.9K
|
-34
|
-1%
|
|
|
1989
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.17M
|
-$118K
|
-225
|
-9%
|
|
|
1990
|
Oak Family Advisors
Chicago,
Illinois
|
$1.17M
|
-$48.5K
|
-92
|
-4%
|
|
|
1991
|
BTG Pactual Asset Management US
New York
|
$1.17M
|
+$333K
|
+633
|
+37%
|
|
|
1992
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.16M
|
-$69.5K
|
-132
|
-5%
|
|
|
1993
|
Crux Wealth Advisors
Long Beach,
California
|
$1.16M
|
-$77.9K
|
-148
|
-6%
|
|
|
1994
|
HF Advisory Group
Annapolis,
Maryland
|
$1.15M
|
-$129K
|
-245
|
-10%
|
|
|
1995
|
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
|
$1.15M
|
+$1.21M
|
+2,298
|
New
|
|
|
1996
|
J. Safra Asset Management
New York
|
$1.15M
|
+$278K
|
+527
|
+30%
|
|
|
1997
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.15M
|
-$140K
|
-266
|
-10%
|
|
|
1998
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.15M
|
-$43.7K
|
-83
|
-3%
|
|
|
1999
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$1.14M
|
+$301K
|
+571
|
+33%
|
|
|
2000
|
Root Financial Partners
Encinitas,
California
|
$1.14M
|
+$53.2K
|
+101
|
+5%
|
|
