|
1976
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$2.62M
|
+$96.3K
|
+140
|
+4%
|
|
|
1977
|
Taylor Securities Services
Harrisburg,
Pennsylvania
|
$2.61M
|
+$658K
|
+957
|
+37%
|
|
|
1978
|
Bulwark Capital
Fernandina Beach,
Florida
|
$2.61M
|
+$40.6K
|
+59
|
+2%
|
|
|
1979
|
First Growth Capital
Pikesville,
Maryland
|
$2.59M
|
-$650K
|
-945
|
-21%
|
|
|
1980
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.59M
|
+$144K
|
+209
|
+6%
|
|
|
1981
|
Lyell Wealth Management
Menlo Park,
California
|
$2.58M
|
-$16.5K
|
-24
|
-0.7%
|
|
|
1982
|
3 Factor Indexing
Sacramento,
California
|
$2.58M
|
–
|
–
|
–
|
|
|
1983
|
RPG Investment Advisory
Pleasanton,
California
|
$2.58M
|
+$59.2K
|
+86
|
+3%
|
|
|
1984
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$2.58M
|
-$147K
|
-213
|
-6%
|
|
|
1985
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.57M
|
+$12.4K
|
+18
|
+0.5%
|
|
|
1986
|
Oakworth Capital
Birmingham,
Alabama
|
$2.56M
|
+$227K
|
+330
|
+10%
|
|
|
1987
|
R.M. Davis Inc
Portland,
Maine
|
$2.56M
|
+$17.9K
|
+26
|
+0.8%
|
|
|
1988
|
SFM LLC
Manchester,
New Hampshire
|
$2.56M
|
-$23.4K
|
-34
|
-1%
|
|
|
1989
|
Linscomb Wealth
Houston,
Texas
|
$2.56M
|
-$720K
|
-1,047
|
-23%
|
|
|
1990
|
Donaldson Capital Management
Evansville,
Indiana
|
$2.56M
|
+$1.34M
|
+1,943
|
+127%
|
|
|
1991
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$2.55M
|
+$4.82K
|
+7
|
+0.2%
|
|
|
1992
|
Caitlin John
Brighton,
Michigan
|
$2.55M
|
+$1.98M
|
+2,883
|
+501%
|
|
|
1993
|
Peregrine Asset Advisers
Portland,
Oregon
|
$2.55M
|
-$220K
|
-320
|
-8%
|
|
|
1994
|
Saiph Capital
Wyckoff,
New Jersey
|
$2.54M
|
+$50.9K
|
+74
|
+2%
|
|
|
1995
|
Financial Perspectives
Minneapolis,
Minnesota
|
$2.54M
|
-$2.06K
|
-3
|
-0.1%
|
|
|
1996
|
Eclectic Associates
Fullerton,
California
|
$2.54M
|
-$422K
|
-613
|
-15%
|
|
|
1997
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$2.54M
|
+$11.7K
|
+17
|
+0.5%
|
|
|
1998
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$2.53M
|
–
|
–
|
–
|
|
|
1999
|
Stiles Financial Services
Edina,
Minnesota
|
$2.53M
|
+$623K
|
+905
|
+36%
|
|
|
2000
|
Chemistry Wealth Management
New York
|
$2.52M
|
+$248K
|
+360
|
+12%
|
|
