|
1976
|
RiverPark Advisors
New York
|
$922K
|
–
|
–
|
–
|
|
|
1977
|
Canopy Partners
Cincinnati,
Ohio
|
$921K
|
-$76.8K
|
-241
|
-8%
|
|
|
1978
|
Charles Schwab Trust
Henderson,
Nevada
|
$921K
|
+$346K
|
+1,087
|
+58%
|
|
|
1979
|
Everpar Advisors
Tulsa,
Oklahoma
|
$920K
|
+$112K
|
+353
|
+14%
|
|
|
1980
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$915K
|
+$26.4K
|
+83
|
+3%
|
|
|
1981
|
BigSur Wealth Management
Miami,
Florida
|
$914K
|
-$765K
|
-2,400
|
-45%
|
|
|
1982
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$909K
|
+$319
|
+1
|
+0%
|
|
|
1983
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$908K
|
–
|
–
|
–
|
|
|
1984
|
Personal CFO Solutions
Chester,
New Jersey
|
$907K
|
-$6.37K
|
-20
|
-0.7%
|
|
|
1985
|
TI-Trust
Quincy,
Illinois
|
$907K
|
–
|
–
|
–
|
|
|
1986
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$906K
|
-$23.9K
|
-75
|
-3%
|
|
|
1987
|
Truvestments Capital
Sarasota,
Florida
|
$905K
|
+$283K
|
+889
|
+44%
|
|
|
1988
|
Garrison Point Advisors
Walnut Creek,
California
|
$905K
|
–
|
–
|
–
|
|
|
1989
|
Benin Management Corp
Wilton,
Connecticut
|
$903K
|
-$20.1K
|
-63
|
-2%
|
|
|
1990
|
Vision Financial Markets
Stamford,
Connecticut
|
$903K
|
+$319
|
+1
|
+0%
|
|
|
1991
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$901K
|
-$5.42K
|
-17
|
-0.6%
|
|
|
1992
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$901K
|
+$25.8K
|
+81
|
+3%
|
|
|
1993
|
SNS Financial Group
Minneapolis,
Minnesota
|
$901K
|
+$123K
|
+387
|
+15%
|
|
|
1994
|
Signet Private Wealth
Chicago,
Illinois
|
$900K
|
+$53.2K
|
+167
|
+6%
|
|
|
1995
|
Z3 Capital Partners
Richmond,
Virginia
|
$900K
|
-$6.05K
|
-19
|
-0.7%
|
|
|
1996
|
BCS Wealth Management
Johnson City,
Tennessee
|
$899K
|
-$924K
|
-2,899
|
-50%
|
|
|
1997
|
Dorato Capital Management
Denver,
Colorado
|
$898K
|
–
|
–
|
–
|
|
|
1998
|
Klingenstein Fields & Co
New York
|
$898K
|
-$287K
|
-900
|
-24%
|
|
|
1999
|
Blue Edge Capital
Richmond,
Virginia
|
$896K
|
–
|
–
|
–
|
|
|
2000
|
Front Row Advisors
Tiburon,
California
|
$896K
|
–
|
–
|
–
|
|
