|
1976
|
Westside Investment Management
Santa Monica,
California
|
$37.9K
|
+$16.3K
|
+106
|
+77%
|
|
|
1977
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$37.6K
|
–
|
–
|
–
|
|
|
1978
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$35.7K
|
+$2.31K
|
+15
|
+8%
|
|
|
1979
|
Hoey Investments
Coatesville,
Pennsylvania
|
$35.4K
|
+$15.4K
|
+100
|
+78%
|
|
|
1980
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$35.4K
|
+$35.2K
|
+228
|
New
|
|
|
1981
|
Evelyn Partners Investment Management
London,
|
$34.1K
|
–
|
–
|
–
|
|
|
1982
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$34.1K
|
–
|
–
|
–
|
|
|
1983
|
Pacific Center for Financial Services
San Ramon,
California
|
$33.7K
|
–
|
–
|
–
|
|
|
1984
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$33.5K
|
-$3.39K
|
-22
|
-9%
|
|
|
1985
|
J. Safra Asset Management
New York
|
$33.5K
|
+$33.3K
|
+216
|
New
|
|
|
1986
|
Osterweis Capital Management
San Francisco,
California
|
$33.4K
|
+$33.1K
|
+215
|
New
|
|
|
1987
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$33K
|
–
|
–
|
–
|
|
|
1988
|
Tradewinds Capital Management
Bellingham,
Washington
|
$32K
|
–
|
–
|
–
|
|
|
1989
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$31.3K
|
+$154
|
+1
|
+0.5%
|
|
|
1990
|
AllSquare Wealth Management
Albany,
New York
|
$31K
|
–
|
–
|
–
|
|
|
1991
|
Curat Global
Springfield,
New Hampshire
|
$31K
|
–
|
–
|
–
|
|
|
1992
|
FSA Wealth Management
Needham,
Massachusetts
|
$31K
|
–
|
–
|
–
|
|
|
1993
|
Valley Wealth Managers
Paramus,
New Jersey
|
$31K
|
–
|
–
|
–
|
|
|
1994
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$30.4K
|
+$463
|
+3
|
+2%
|
|
|
1995
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$30.1K
|
–
|
–
|
–
|
|
|
1996
|
Covestor
London,
United Kingdom
|
$30K
|
-$2.47K
|
-16
|
-8%
|
|
|
1997
|
Keener Financial Planning
Keller,
Texas
|
$30K
|
–
|
–
|
–
|
|
|
1998
|
|
$29.5K
|
-$14.3K
|
-93
|
-33%
|
|
|
1999
|
Stance Capital
Boston,
Massachusetts
|
$28.2K
|
-$2.06M
|
-13,343
|
-99%
|
|
|
2000
|
CGC Financial Services
Lake Oswego,
Oregon
|
$27.6K
|
–
|
–
|
–
|
|
