|
1976
|
GeoWealth Management
Chicago,
Illinois
|
$766K
|
-$2.57M
|
-32,281
|
-77%
|
|
|
1977
|
TwinBeech Capital
Purchase,
New York
|
$765K
|
-$44.9M
|
-564,465
|
-98%
|
|
|
1978
|
Financial Engines Advisors
Santa Clara,
California
|
$765K
|
+$185K
|
+2,326
|
+32%
|
|
|
1979
|
WNY Asset Management
Williamsville,
New York
|
$764K
|
-$35.4K
|
-445
|
-4%
|
|
|
1980
|
Manske Wealth Management
Houston,
Texas
|
$763K
|
+$114K
|
+1,433
|
+17%
|
|
|
1981
|
Argentarii
Cincinnati,
Ohio
|
$762K
|
+$173K
|
+2,177
|
+29%
|
|
|
1982
|
Corundum Group
Colorado Springs,
Colorado
|
$762K
|
-$11.8K
|
-149
|
-2%
|
|
|
1983
|
First National Corp
Rockland,
Massachusetts
|
$762K
|
-$20.6K
|
-259
|
-3%
|
|
|
1984
|
Round Rock Advisors
Wilton,
Connecticut
|
$761K
|
+$7.07K
|
+89
|
+0.9%
|
|
|
1985
|
Cypress Capital Advisors
Franklin,
Tennessee
|
$760K
|
-$7.55K
|
-95
|
-1%
|
|
|
1986
|
TCI Wealth Advisors
Tucson,
Arizona
|
$758K
|
-$11.4K
|
-143
|
-1%
|
|
|
1987
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$758K
|
+$7.23K
|
+91
|
+1%
|
|
|
1988
|
Old North State Trust
Greensboro,
North Carolina
|
$757K
|
-$2.46K
|
-31
|
-0.3%
|
|
|
1989
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$755K
|
-$48.2K
|
-606
|
-6%
|
|
|
1990
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$753K
|
–
|
–
|
–
|
|
|
1991
|
Sterling Capital Management
Charlotte,
North Carolina
|
$753K
|
-$7.28M
|
-91,612
|
-91%
|
|
|
1992
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$752K
|
-$160K
|
-2,011
|
-17%
|
|
|
1993
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$752K
|
+$36.5K
|
+459
|
+5%
|
|
|
1994
|
Heritage Financial Services
Westwood,
Massachusetts
|
$752K
|
+$367K
|
+4,623
|
+95%
|
|
|
1995
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$752K
|
+$461K
|
+5,800
|
+157%
|
|
|
1996
|
CVA Family Office
Denver,
Colorado
|
$750K
|
-$118K
|
-1,479
|
-14%
|
|
|
1997
|
First Command Advisory Services
Fort Worth,
Texas
|
$748K
|
-$45.6K
|
-574
|
-6%
|
|
|
1998
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$747K
|
-$3.66K
|
-46
|
-0.5%
|
|
|
1999
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$746K
|
-$5.96K
|
-75
|
-0.8%
|
|
|
2000
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$745K
|
+$101K
|
+1,271
|
+16%
|
|
