|
1976
|
WealthShield Partners
Cary,
North Carolina
|
$80.1K
|
-$2.03M
|
-63,963
|
-96%
|
|
|
1977
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
$80.1K
|
+$80.1K
|
+2,525
|
New
|
|
|
1978
|
Gill Capital Partners
Denver,
Colorado
|
$79K
|
+$40.6K
|
+1,279
|
+105%
|
|
|
1979
|
Founders Capital Management (Texas)
Houston,
Texas
|
$76.1K
|
+$19K
|
+600
|
+33%
|
|
|
1980
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$76K
|
–
|
–
|
–
|
|
|
1981
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$75.3K
|
–
|
–
|
–
|
|
|
1982
|
First Bancorp
Damariscotta,
Maine
|
$75.3K
|
+$75.3K
|
+2,375
|
New
|
|
|
1983
|
True Wealth Design
Akron,
Ohio
|
$75K
|
-$322K
|
-10,146
|
-81%
|
|
|
1984
|
EFG International
Zurich,
|
$71.3K
|
–
|
–
|
–
|
|
|
1985
|
Evermay Wealth Management
Arlington,
Virginia
|
$71.3K
|
–
|
–
|
–
|
|
|
1986
|
Napier Financial
Braintree,
Massachusetts
|
$67.7K
|
+$20.1K
|
+634
|
+42%
|
|
|
1987
|
Covestor
London,
United Kingdom
|
$67K
|
+$5.39K
|
+170
|
+9%
|
|
|
1988
|
First Community Trust
Dubuque,
Iowa
|
$66.5K
|
–
|
–
|
–
|
|
|
1989
|
Triumph Capital Management
Denver,
Colorado
|
$66.1K
|
+$4.79K
|
+151
|
+8%
|
|
|
1990
|
Nemes Rush Group
Novi,
Michigan
|
$64.5K
|
+$508
|
+16
|
+0.8%
|
|
|
1991
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$63.6K
|
+$254
|
+8
|
+0.4%
|
|
|
1992
|
Pin Oak Investment Advisors
Houston,
Texas
|
$61K
|
+$571
|
+18
|
+0.9%
|
|
|
1993
|
Van Den Berg Management I
Austin,
Texas
|
$60.2K
|
–
|
–
|
–
|
|
|
1994
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$58.3K
|
-$6.12K
|
-193
|
-9%
|
|
|
1995
|
Addison Advisors
Middlebury,
Vermont
|
$57.5K
|
+$17.1K
|
+539
|
+42%
|
|
|
1996
|
Catherine Avery Investment Management
Longboat Key,
Florida
|
$57.3K
|
+$57.3K
|
+1,806
|
New
|
|
|
1997
|
Glassman Wealth Services
Vienna,
Virginia
|
$56.4K
|
-$189K
|
-5,962
|
-77%
|
|
|
1998
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$56K
|
–
|
–
|
–
|
|
|
1999
|
Godfrey Financial Associates
Glenmont,
New York
|
$55.6K
|
+$254
|
+8
|
+0.5%
|
|
|
2000
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$53.8K
|
–
|
–
|
–
|
|
