|
1976
|
Longfellow Investment Management
Boston,
Massachusetts
|
$961K
|
-$65.9K
|
-402
|
-6%
|
|
|
1977
|
FullCircle Wealth
Dallas,
Texas
|
$960K
|
-$12.3K
|
-75
|
-1%
|
|
|
1978
|
Pure Financial Advisors
San Diego,
California
|
$960K
|
+$198K
|
+1,207
|
+24%
|
|
|
1979
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$959K
|
-$45.7K
|
-279
|
-4%
|
|
|
1980
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$959K
|
-$164K
|
-1,000
|
-14%
|
|
|
1981
|
Carson Advisory
Athens,
Georgia
|
$959K
|
-$35.6K
|
-217
|
-3%
|
|
|
1982
|
MBA Advisors
Hermitage,
Pennsylvania
|
$958K
|
-$99K
|
-604
|
-9%
|
|
|
1983
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$956K
|
–
|
–
|
–
|
|
|
1984
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$956K
|
-$412K
|
-2,512
|
-27%
|
|
|
1985
|
Bray Capital Advisors
Naples,
Florida
|
$955K
|
–
|
–
|
–
|
|
|
1986
|
Advisory Alpha
Holland,
Michigan
|
$954K
|
-$78.3K
|
-478
|
-7%
|
|
|
1987
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$954K
|
-$11K
|
-67
|
-1%
|
|
|
1988
|
RIA Advisory Group
Des Moines,
Iowa
|
$953K
|
-$26.7K
|
-163
|
-3%
|
|
|
1989
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$953K
|
-$304K
|
-1,854
|
-23%
|
|
|
1990
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$953K
|
+$74.7K
|
+456
|
+8%
|
|
|
1991
|
Auxano Advisors
Bellevue,
Washington
|
$953K
|
+$84.5K
|
+516
|
+9%
|
|
|
1992
|
Sunesis Advisors
Overland Park,
Kansas
|
$951K
|
+$16.4K
|
+100
|
+2%
|
|
|
1993
|
Quotient Wealth Partners
Dallas,
Texas
|
$949K
|
-$144K
|
-880
|
-12%
|
|
|
1994
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$948K
|
+$228K
|
+1,393
|
+29%
|
|
|
1995
|
Seneca House Advisors
Richmond,
Virginia
|
$947K
|
-$58.3K
|
-356
|
-5%
|
|
|
1996
|
First City Capital Management
Savannah,
Georgia
|
$947K
|
-$7.7K
|
-47
|
-0.7%
|
|
|
1997
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$945K
|
-$155K
|
-945
|
-13%
|
|
|
1998
|
Acima Private Wealth
Richmond,
Virginia
|
$944K
|
–
|
–
|
–
|
|
|
1999
|
Savvy Advisors Inc
New York
|
$944K
|
+$486K
|
+2,964
|
+91%
|
|
|
2000
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$943K
|
+$1.02M
|
+6,203
|
New
|
|
