|
1976
|
AXS Investments
Port Chester,
New York
|
$919K
|
-$155K
|
-919
|
-14%
|
|
|
1977
|
McMorgan & Co
San Francisco,
California
|
$919K
|
-$140K
|
-830
|
-13%
|
|
|
1978
|
Cable Hill Partners
Portland,
Oregon
|
$917K
|
-$91.7K
|
-545
|
-9%
|
|
|
1979
|
Baystate Wealth Management
Boston,
Massachusetts
|
$915K
|
-$9.76K
|
-58
|
-1%
|
|
|
1980
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$911K
|
-$10.3K
|
-61
|
-1%
|
|
|
1981
|
Segment Wealth Management
Houston,
Texas
|
$910K
|
-$167K
|
-992
|
-15%
|
|
|
1982
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$908K
|
-$241K
|
-1,433
|
-21%
|
|
|
1983
|
Credit Agricole
Montrouge Cedex,
France
|
$907K
|
-$791K
|
-4,697
|
-46%
|
|
|
1984
|
Day & Ennis
Macon,
Georgia
|
$907K
|
+$673
|
+4
|
+0.1%
|
|
|
1985
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$902K
|
-$4.21K
|
-25
|
-0.5%
|
|
|
1986
|
First American Trust
Santa Ana,
California
|
$902K
|
+$101K
|
+600
|
+12%
|
|
|
1987
|
Perennial Advisors
New York
|
$898K
|
-$8.92K
|
-53
|
-1%
|
|
|
1988
|
SimplyRich
Carlsbad,
California
|
$898K
|
–
|
–
|
–
|
|
|
1989
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$897K
|
+$907K
|
+5,385
|
New
|
|
|
1990
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$896K
|
-$3.54K
|
-21
|
-0.4%
|
|
|
1991
|
Harvest Fund Management
Beijing,
China
|
$891K
|
+$522K
|
+3,101
|
+138%
|
|
|
1992
|
Key Financial Inc
West Chester,
Pennsylvania
|
$889K
|
+$7.91K
|
+47
|
+0.9%
|
|
|
1993
|
CWA Asset Management Group
Naples,
Florida
|
$886K
|
-$68.2K
|
-405
|
-7%
|
|
|
1994
|
|
$885K
|
+$894K
|
+5,311
|
New
|
|
|
1995
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$884K
|
+$33K
|
+196
|
+4%
|
|
|
1996
|
Salomon & Ludwin
Richmond,
Virginia
|
$883K
|
+$476K
|
+2,826
|
+114%
|
|
|
1997
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$881K
|
+$853K
|
+5,065
|
New
|
|
|
1998
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$879K
|
-$168
|
-1
|
-0%
|
|
|
1999
|
CM Wealth Advisors
Beachwood,
Ohio
|
$878K
|
+$887K
|
+5,270
|
New
|
|
|
2000
|
Alera Investment Advisors
Deerfield,
Illinois
|
$875K
|
+$16.3K
|
+97
|
+2%
|
|
