|
1976
|
Pinion Investment Advisors
Wichita,
Kansas
|
$881K
|
+$92.9K
|
+1,048
|
+12%
|
|
|
1977
|
Aspire Private Capital
Cornelius,
North Carolina
|
$880K
|
-$71.3K
|
-804
|
-8%
|
|
|
1978
|
Capital Square
Chattanooga,
Tennessee
|
$878K
|
-$12.9K
|
-146
|
-1%
|
|
|
1979
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$878K
|
+$17.6K
|
+198
|
+2%
|
|
|
1980
|
Matrix Trust Company
Denver,
Colorado
|
$874K
|
+$502K
|
+5,665
|
+144%
|
|
|
1981
|
SPC Financial Inc
Rockville,
Maryland
|
$871K
|
+$129K
|
+1,454
|
+18%
|
|
|
1982
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$870K
|
+$20.4K
|
+230
|
+2%
|
|
|
1983
|
USA Financial Formulas
Ada,
Michigan
|
$869K
|
+$747K
|
+8,427
|
+762%
|
|
|
1984
|
Sargent Investment Group
Bethesda,
Maryland
|
$866K
|
–
|
–
|
–
|
|
|
1985
|
Baker Avenue Asset Management
San Francisco,
California
|
$864K
|
+$289K
|
+3,258
|
+52%
|
|
|
1986
|
Wolverine Trading
Chicago,
Illinois
|
$862K
|
-$1.06M
|
-11,951
|
-56%
|
|
|
1987
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$862K
|
+$59.1K
|
+667
|
+8%
|
|
|
1988
|
Univest Financial
Souderton,
Pennsylvania
|
$861K
|
-$22.5K
|
-254
|
-3%
|
|
|
1989
|
Krane Funds Advisors
New York
|
$853K
|
-$19.7K
|
-222
|
-2%
|
|
|
1990
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$852K
|
–
|
–
|
–
|
|
|
1991
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$851K
|
-$4.26M
|
-48,032
|
-84%
|
|
|
1992
|
Saxon Interests
Houston,
Texas
|
$851K
|
+$47.1K
|
+531
|
+6%
|
|
|
1993
|
Townsend Asset Management
Raleigh,
North Carolina
|
$851K
|
+$174K
|
+1,965
|
+27%
|
|
|
1994
|
Tiemann Investment Advisors
Menlo Park,
California
|
$847K
|
–
|
–
|
–
|
|
|
1995
|
Westshore Wealth
Newport Beach,
California
|
$847K
|
+$14.2K
|
+160
|
+2%
|
|
|
1996
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$846K
|
-$94.5K
|
-1,066
|
-10%
|
|
|
1997
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$845K
|
-$18.9K
|
-213
|
-2%
|
|
|
1998
|
Domani Wealth
Lancaster,
Pennsylvania
|
$843K
|
–
|
–
|
–
|
|
|
1999
|
MBL Wealth
Charlotte,
North Carolina
|
$842K
|
+$284K
|
+3,199
|
+53%
|
|
|
2000
|
RMR Wealth Builders
Montclair,
New Jersey
|
$841K
|
-$47.4K
|
-535
|
-6%
|
|
