|
1976
|
Concord Wealth Partners
Abingdon,
Virginia
|
$679K
|
+$276K
|
+1,777
|
+78%
|
|
|
1977
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$675K
|
+$1.4K
|
+9
|
+0.2%
|
|
|
1978
|
Claris Financial
Glen Allen,
Virginia
|
$674K
|
+$108K
|
+694
|
+21%
|
|
|
1979
|
Summit Securities Group
New York
|
$671K
|
+$281K
|
+1,810
|
+82%
|
|
|
1980
|
Quartz Partners
Saratoga Springs,
New York
|
$670K
|
+$622K
|
+4,007
|
New
|
|
|
1981
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$669K
|
–
|
–
|
–
|
|
|
1982
|
Womack Financial
Dallas,
Texas
|
$669K
|
+$1.4K
|
+9
|
+0.2%
|
|
|
1983
|
Stonegate Management
Lake Forest,
Illinois
|
$669K
|
+$621K
|
+4,000
|
New
|
|
|
1984
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$669K
|
–
|
–
|
–
|
|
|
1985
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$667K
|
+$466
|
+3
|
+0.1%
|
|
|
1986
|
Cardiff Park Advisors
Carlsbad,
California
|
$664K
|
+$5.12K
|
+33
|
+0.8%
|
|
|
1987
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$663K
|
+$11.8K
|
+76
|
+2%
|
|
|
1988
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$661K
|
-$54K
|
-348
|
-8%
|
|
|
1989
|
Investment Advisory Group
Hanover,
Massachusetts
|
$661K
|
+$33.4K
|
+215
|
+6%
|
|
|
1990
|
Tradition Wealth Management
Edina,
Minnesota
|
$658K
|
+$3.1K
|
+20
|
+0.5%
|
|
|
1991
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$656K
|
-$28.3K
|
-182
|
-4%
|
|
|
1992
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$656K
|
+$46.6K
|
+300
|
+8%
|
|
|
1993
|
Uniting Wealth Partners
Mission,
Kansas
|
$656K
|
+$183K
|
+1,177
|
+43%
|
|
|
1994
|
Prosperity Wealth Management
San Ramon,
California
|
$655K
|
+$2.79K
|
+18
|
+0.5%
|
|
|
1995
|
LSV Asset Management
Chicago,
Illinois
|
$653K
|
–
|
–
|
–
|
|
|
1996
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$651K
|
-$114K
|
-735
|
-16%
|
|
|
1997
|
First Financial Corp
Terre Haute,
Indiana
|
$650K
|
-$132K
|
-850
|
-18%
|
|
|
1998
|
Dimension Capital Management
Coral Gables,
Florida
|
$650K
|
-$10.1K
|
-65
|
-2%
|
|
|
1999
|
Navellier & Associates
Reno,
Nevada
|
$650K
|
+$621
|
+4
|
+0.1%
|
|
|
2000
|
Optima Capital
Beaverton,
Oregon
|
$649K
|
+$2.64K
|
+17
|
+0.4%
|
|
