|
1976
|
Pacific Center for Financial Services
San Ramon,
California
|
$101K
|
–
|
–
|
–
|
|
|
1977
|
Highlander Capital Management
Short Hills,
New Jersey
|
$99K
|
–
|
–
|
–
|
|
|
1978
|
Horrell Capital Management
Little Rock,
Arkansas
|
$99K
|
–
|
–
|
–
|
|
|
1979
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$99K
|
–
|
–
|
–
|
|
|
1980
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$98K
|
+$1.73K
|
+12
|
+2%
|
|
|
1981
|
|
$97K
|
–
|
–
|
–
|
|
|
1982
|
Riverview Trust Company
Vancouver,
Washington
|
$96K
|
–
|
–
|
–
|
|
|
1983
|
RMR Wealth Builders
Montclair,
New Jersey
|
$95K
|
+$74K
|
+513
|
+257%
|
|
|
1984
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$93K
|
+$101K
|
+700
|
New
|
|
|
1985
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$91.3K
|
-$6.49K
|
-45
|
-6%
|
|
|
1986
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$91K
|
+$1.73K
|
+12
|
+2%
|
|
|
1987
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$90K
|
-$424K
|
-2,938
|
-81%
|
|
|
1988
|
Center for Financial Planning
Southfied,
Michigan
|
$89K
|
+$29.6K
|
+205
|
+44%
|
|
|
1989
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$88K
|
+$95.2K
|
+660
|
New
|
|
|
1990
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$87K
|
–
|
–
|
–
|
|
|
1991
|
Private Ocean
San Rafael,
California
|
$86K
|
+$11.5K
|
+80
|
+14%
|
|
|
1992
|
Tarbox Family Office
Newport Beach,
California
|
$83K
|
–
|
–
|
–
|
|
|
1993
|
Global Financial Private Client
Sarasota,
Florida
|
$82.7K
|
–
|
–
|
–
|
|
|
1994
|
Gables Capital Management
Miami,
Florida
|
$81K
|
–
|
–
|
–
|
|
|
1995
|
Financial Management Professionals
Austin,
Texas
|
$78K
|
-$148K
|
-1,024
|
-64%
|
|
|
1996
|
Pinz Capital Management
New York
|
$78K
|
+$86.5K
|
+600
|
New
|
|
|
1997
|
Wolverine Asset Management
Chicago,
Illinois
|
$76K
|
-$368K
|
-2,550
|
-82%
|
|
|
1998
|
Front Row Advisors
Tiburon,
California
|
$76K
|
–
|
–
|
–
|
|
|
1999
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$76K
|
–
|
–
|
–
|
|
|
2000
|
EARNEST Partners
Atlanta,
Georgia
|
$74K
|
–
|
–
|
–
|
|
