|
1976
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$672K
|
+$11.5K
|
+140
|
+2%
|
|
|
1977
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$671K
|
+$12.3K
|
+150
|
+2%
|
|
|
1978
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$668K
|
+$41.2K
|
+500
|
+7%
|
|
|
1979
|
Martin Capital Advisors
San Antonio,
Texas
|
$668K
|
+$617K
|
+7,500
|
New
|
|
|
1980
|
Welch Group
Birmingham,
Alabama
|
$668K
|
-$7.41K
|
-90
|
-1%
|
|
|
1981
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$668K
|
+$25.5K
|
+310
|
+4%
|
|
|
1982
|
Taylor Financial Group
Roanoke,
Virginia
|
$665K
|
–
|
–
|
–
|
|
|
1983
|
Clearstead Trust
Portland,
Maine
|
$664K
|
–
|
–
|
–
|
|
|
1984
|
Clarendon Private
Boston,
Massachusetts
|
$664K
|
+$613K
|
+7,450
|
New
|
|
|
1985
|
Maia Wealth
Denver,
Colorado
|
$662K
|
+$17.3K
|
+210
|
+3%
|
|
|
1986
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$661K
|
+$82.3K
|
+1,000
|
+16%
|
|
|
1987
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$660K
|
–
|
–
|
–
|
|
|
1988
|
Petros Family Wealth
Bloomington,
Minnesota
|
$660K
|
+$610K
|
+7,410
|
New
|
|
|
1989
|
New Capital Management
Houston,
Texas
|
$658K
|
–
|
–
|
–
|
|
|
1990
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$658K
|
+$6.58K
|
+80
|
+1%
|
|
|
1991
|
Purus Wealth Management
Newport Beach,
California
|
$658K
|
+$42K
|
+510
|
+7%
|
|
|
1992
|
Valley Wealth Managers
Paramus,
New Jersey
|
$657K
|
+$31.3K
|
+380
|
+5%
|
|
|
1993
|
Five Oceans Advisors
Santa Monica,
California
|
$655K
|
+$4.94K
|
+60
|
+0.8%
|
|
|
1994
|
Avalon Capital Management
Port Of Redwood City,
California
|
$655K
|
+$206K
|
+2,500
|
+52%
|
|
|
1995
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$654K
|
+$25.5K
|
+310
|
+4%
|
|
|
1996
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$653K
|
-$17.3K
|
-210
|
-3%
|
|
|
1997
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$653K
|
+$2.47K
|
+30
|
+0.4%
|
|
|
1998
|
Emerald Advisers
Leola,
Pennsylvania
|
$652K
|
-$12.3K
|
-150
|
-2%
|
|
|
1999
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$649K
|
-$32.9K
|
-400
|
-5%
|
|
|
2000
|
Cascade Financial Partners
San Diego,
California
|
$648K
|
-$9.88K
|
-120
|
-2%
|
|
