|
1976
|
Sunesis Advisors
Overland Park,
Kansas
|
$938K
|
–
|
–
|
–
|
|
|
1977
|
Morningstar Investment Services
Chicago,
Illinois
|
$938K
|
-$823K
|
-5,530
|
-47%
|
|
|
1978
|
Winnow Wealth
Waco,
Texas
|
$936K
|
+$83.2K
|
+559
|
+10%
|
|
|
1979
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$936K
|
-$117K
|
-787
|
-11%
|
|
|
1980
|
First City Capital Management
Savannah,
Georgia
|
$936K
|
+$1.94K
|
+13
|
+0.2%
|
|
|
1981
|
Diversified Enterprises
Wilmington,
Delaware
|
$934K
|
+$109K
|
+729
|
+13%
|
|
|
1982
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$933K
|
-$4.27M
|
-28,717
|
-82%
|
|
|
1983
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$928K
|
-$91.5K
|
-615
|
-9%
|
|
|
1984
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$928K
|
+$2.38K
|
+16
|
+0.3%
|
|
|
1985
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$927K
|
+$24K
|
+161
|
+3%
|
|
|
1986
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$927K
|
+$44.5K
|
+299
|
+5%
|
|
|
1987
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$927K
|
-$12.7K
|
-85
|
-1%
|
|
|
1988
|
Shum Financial Group
Alameda,
California
|
$924K
|
+$8.93K
|
+60
|
+1%
|
|
|
1989
|
VCI Wealth Management
St Louis,
Missouri
|
$924K
|
-$898K
|
-6,035
|
-49%
|
|
|
1990
|
Continuum Advisory
Eagle,
Idaho
|
$922K
|
+$59.1K
|
+397
|
+7%
|
|
|
1991
|
Integris Wealth Management
Monterey,
California
|
$918K
|
–
|
–
|
–
|
|
|
1992
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$917K
|
+$29.8K
|
+200
|
+3%
|
|
|
1993
|
Penserra Capital Management
Orinda,
California
|
$917K
|
+$378K
|
+2,541
|
+71%
|
|
|
1994
|
Poplar Forest Capital
Pasadena,
California
|
$917K
|
–
|
–
|
–
|
|
|
1995
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$916K
|
-$5.95K
|
-40
|
-0.7%
|
|
|
1996
|
SkyOak Wealth
Southfield,
Michigan
|
$916K
|
+$44.7K
|
+300
|
+5%
|
|
|
1997
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$914K
|
+$1.04K
|
+7
|
+0.1%
|
|
|
1998
|
|
$912K
|
-$383K
|
-2,575
|
-30%
|
|
|
1999
|
Aventura Private Wealth
Aventura,
Florida
|
$911K
|
-$18.5K
|
-124
|
-2%
|
|
|
2000
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$910K
|
+$278K
|
+1,867
|
+44%
|
|
