|
1976
|
Wealth Quarterback
Toms River,
New Jersey
|
$91K
|
+$567
|
+4
|
+0.6%
|
|
|
1977
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$90K
|
–
|
–
|
–
|
|
|
1978
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$88K
|
+$142
|
+1
|
+0.1%
|
|
|
1979
|
D'Orazio & Associates
Falls Church,
Virginia
|
$83K
|
+$41.4K
|
+292
|
+83%
|
|
|
1980
|
Annapolis Financial Services
Annapolis,
Maryland
|
$82K
|
+$15.9K
|
+112
|
+21%
|
|
|
1981
|
Financial Management Professionals
Austin,
Texas
|
$80K
|
-$2.98K
|
-21
|
-3%
|
|
|
1982
|
Gables Capital Management
Miami,
Florida
|
$79K
|
–
|
–
|
–
|
|
|
1983
|
Tarbox Family Office
Newport Beach,
California
|
$79K
|
–
|
–
|
–
|
|
|
1984
|
CVA Family Office
Denver,
Colorado
|
$76K
|
-$172K
|
-1,211
|
-65%
|
|
|
1985
|
PFG Private Wealth Management
Lutz,
Florida
|
$74K
|
+$80.9K
|
+570
|
New
|
|
|
1986
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$73K
|
–
|
–
|
–
|
|
|
1987
|
EARNEST Partners
Atlanta,
Georgia
|
$72K
|
–
|
–
|
–
|
|
|
1988
|
Winch Advisory Services
Appleton,
Wisconsin
|
$71K
|
-$709
|
-5
|
-0.9%
|
|
|
1989
|
Cahill Financial Advisors
Edina,
Minnesota
|
$69K
|
+$75.2K
|
+530
|
New
|
|
|
1990
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$68K
|
–
|
–
|
–
|
|
|
1991
|
First National Bank of South Miami
South Miami,
Florida
|
$67K
|
–
|
–
|
–
|
|
|
1992
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$66K
|
–
|
–
|
–
|
|
|
1993
|
Standard Family Office
Sioux Falls,
South Dakota
|
$64K
|
-$66.5K
|
-469
|
-48%
|
|
|
1994
|
LSV Asset Management
Chicago,
Illinois
|
$64K
|
–
|
–
|
–
|
|
|
1995
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$64K
|
+$70.2K
|
+495
|
New
|
|
|
1996
|
Bell Investment Advisors
Oakland,
California
|
$64K
|
+$70.4K
|
+496
|
New
|
|
|
1997
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$63.1K
|
+$851
|
+6
|
+1%
|
|
|
1998
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$59K
|
–
|
–
|
–
|
|
|
1999
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$58K
|
+$426
|
+3
|
+0.7%
|
|
|
2000
|
Private Ocean
San Rafael,
California
|
$58K
|
+$54.1K
|
+381
|
+569%
|
|
