|
1976
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$77K
|
-$5.36M
|
-29,554
|
-7%
|
|
|
1977
|
Harding Loevner
Bridgewater,
New Jersey
|
$74K
|
–
|
–
|
–
|
|
|
1978
|
Cordasco Financial Network
Naples,
Florida
|
$71K
|
+$10.9K
|
+60
|
+19%
|
|
|
1979
|
EARNEST Partners
Atlanta,
Georgia
|
$68K
|
–
|
–
|
–
|
|
|
1980
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$67K
|
+$3.63K
|
+20
|
+6%
|
|
|
1981
|
Lee Financial
Dallas,
Texas
|
$66K
|
-$3.99K
|
-22
|
-6%
|
|
|
1982
|
|
$66K
|
+$62.6K
|
+345
|
New
|
|
|
1983
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$65.5K
|
–
|
–
|
–
|
|
|
1984
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$65K
|
–
|
–
|
–
|
|
|
1985
|
Crewe Advisors
Salt Lake City,
Utah
|
$63K
|
+$363
|
+2
|
+0.6%
|
|
|
1986
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$62K
|
+$36.3K
|
+200
|
+159%
|
|
|
1987
|
Tarbox Family Office
Newport Beach,
California
|
$59K
|
–
|
–
|
–
|
|
|
1988
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$57K
|
–
|
–
|
–
|
|
|
1989
|
Intellectus Partners
San Francisco,
California
|
$54K
|
-$1.09K
|
-6
|
-2%
|
|
|
1990
|
Squar Milner Financial Services
Irvine,
California
|
$54K
|
–
|
–
|
–
|
|
|
1991
|
Pacific Center for Financial Services
San Ramon,
California
|
$50K
|
-$6.17K
|
-34
|
-12%
|
|
|
1992
|
AllSquare Wealth Management
Albany,
New York
|
$49K
|
–
|
–
|
–
|
|
|
1993
|
Ashburton (Jersey)
St Helier,
Jersey
|
$48K
|
–
|
–
|
–
|
|
|
1994
|
Country Trust Bank
Bloomington,
Illinois
|
$46K
|
-$8.17K
|
-45
|
-16%
|
|
|
1995
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$46K
|
+$44.6K
|
+246
|
New
|
|
|
1996
|
Prelude Capital Management
New York
|
$42K
|
-$88.2K
|
-486
|
-69%
|
|
|
1997
|
New Capital Management
Houston,
Texas
|
$42K
|
–
|
–
|
–
|
|
|
1998
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$41K
|
-$54.8K
|
-302
|
-58%
|
|
|
1999
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$40K
|
–
|
–
|
–
|
|
|
2000
|
Ironwood Financial
Tucson,
Arizona
|
$40K
|
–
|
–
|
–
|
|
