|
1976
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$15.5M
|
+$6.45M
|
+15,947
|
+63%
|
|
|
1977
|
Broadleaf Partners
Hudson,
Ohio
|
$15.5M
|
-$7.28M
|
-17,985
|
-30%
|
|
|
1978
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$15.4M
|
+$497K
|
+1,228
|
+3%
|
|
|
1979
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$15.4M
|
-$13.4K
|
-33
|
-0.1%
|
|
|
1980
|
Accredited Investors
Edina,
Minnesota
|
$15.4M
|
-$20.2K
|
-50
|
-0.1%
|
|
|
1981
|
Quantum Private Wealth
Tampa,
Florida
|
$15.4M
|
-$594K
|
-1,467
|
-3%
|
|
|
1982
|
Mattern Capital Management
Lakewood,
Colorado
|
$15.3M
|
-$104K
|
-258
|
-0.6%
|
|
|
1983
|
BIP Wealth
Atlanta,
Georgia
|
$15.3M
|
+$4.72M
|
+11,661
|
+40%
|
|
|
1984
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$15.3M
|
+$44.5K
|
+110
|
+0.3%
|
|
|
1985
|
CFO4Life Group
Coppell,
Texas
|
$15.3M
|
-$377K
|
-933
|
-2%
|
|
|
1986
|
Winch Advisory Services
Appleton,
Wisconsin
|
$15.3M
|
+$292K
|
+722
|
+2%
|
|
|
1987
|
one8zero8 LLC
Greensboro,
North Carolina
|
$15.3M
|
+$76.9K
|
+190
|
+0.5%
|
|
|
1988
|
Morse Asset Management
Darien,
Connecticut
|
$15.2M
|
+$28.3K
|
+70
|
+0.2%
|
|
|
1989
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$15.2M
|
+$931K
|
+2,300
|
+6%
|
|
|
1990
|
River Road Asset Management
Louisville,
Kentucky
|
$15.2M
|
+$13.7M
|
+33,873
|
+490%
|
|
|
1991
|
South Street Advisors
New York
|
$15.2M
|
-$12.7M
|
-31,442
|
-44%
|
|
|
1992
|
Montecito Bank & Trust
Santa Barbara,
California
|
$15.2M
|
-$82.9K
|
-205
|
-0.5%
|
|
|
1993
|
DLK Investment Management
Solana Beach,
California
|
$15.2M
|
-$458K
|
-1,133
|
-3%
|
|
|
1994
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$15.2M
|
+$7.6M
|
+18,772
|
+86%
|
|
|
1995
|
MSA Advisors
Santa Monica,
California
|
$15.2M
|
+$827K
|
+2,045
|
+5%
|
|
|
1996
|
LM Advisors
San Diego,
California
|
$15.2M
|
+$1.15M
|
+2,851
|
+8%
|
|
|
1997
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$15.1M
|
+$53K
|
+131
|
+0.3%
|
|
|
1998
|
Brave Asset Management
Summit,
New Jersey
|
$15.1M
|
+$206K
|
+508
|
+1%
|
|
|
1999
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$15.1M
|
-$8.28M
|
-20,474
|
-34%
|
|
|
2000
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$15.1M
|
-$186K
|
-460
|
-1%
|
|
