|
1976
|
Farther Finance Advisors
San Francisco,
California
|
$843K
|
+$153K
|
+899
|
+29%
|
|
|
1977
|
GSB Wealth Management
Guilford,
Connecticut
|
$843K
|
+$11.9K
|
+70
|
+2%
|
|
|
1978
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$842K
|
-$70.7K
|
-415
|
-9%
|
|
|
1979
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$840K
|
-$52.1K
|
-306
|
-7%
|
|
|
1980
|
Cypress Wealth Services
Palm Desert,
California
|
$836K
|
-$52.6K
|
-309
|
-7%
|
|
|
1981
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$835K
|
-$9.71K
|
-57
|
-1%
|
|
|
1982
|
Glovista Investments
Jersey City,
New Jersey
|
$835K
|
+$12.8K
|
+75
|
+2%
|
|
|
1983
|
Angeles Wealth Management
Santa Monica,
California
|
$835K
|
+$158K
|
+930
|
+31%
|
|
|
1984
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$835K
|
+$255K
|
+1,495
|
+61%
|
|
|
1985
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$834K
|
–
|
–
|
–
|
|
|
1986
|
DOHJ LLC
Seattle,
Washington
|
$834K
|
-$18.6K
|
-109
|
-3%
|
|
|
1987
|
Veracity Capital
Atlanta,
Georgia
|
$833K
|
-$184K
|
-1,081
|
-22%
|
|
|
1988
|
United Community Bank
Greenville,
South Carolina
|
$830K
|
–
|
–
|
–
|
|
|
1989
|
Red Door Wealth Management
Memphis,
Tennessee
|
$828K
|
-$73.6K
|
-432
|
-10%
|
|
|
1990
|
|
$827K
|
-$15.4M
|
-90,440
|
-96%
|
|
|
1991
|
Capital Performance Advisors
Walnut Creek,
California
|
$827K
|
–
|
–
|
–
|
|
|
1992
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$827K
|
-$7.32K
|
-43
|
-1%
|
|
|
1993
|
Wealth Quarterback
Toms River,
New Jersey
|
$827K
|
-$15.3K
|
-90
|
-2%
|
|
|
1994
|
SSI Investment Management
Los Angeles,
California
|
$827K
|
-$116K
|
-680
|
-15%
|
|
|
1995
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$826K
|
-$463K
|
-2,717
|
-41%
|
|
|
1996
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$821K
|
-$12.8K
|
-75
|
-2%
|
|
|
1997
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$819K
|
-$124K
|
-729
|
-16%
|
|
|
1998
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$818K
|
-$210K
|
-1,234
|
-24%
|
|
|
1999
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$817K
|
+$256K
|
+1,505
|
+64%
|
|
|
2000
|
Genesee Capital Advisors
Auburn,
New York
|
$817K
|
+$5.11K
|
+30
|
+0.8%
|
|
