|
1976
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.81M
|
-$408K
|
-714
|
-10%
|
|
|
1977
|
Forza Wealth Management
Sarasota,
Florida
|
$3.81M
|
–
|
–
|
–
|
|
|
1978
|
Pullen Investment Management
Bradenton,
Florida
|
$3.81M
|
–
|
–
|
–
|
|
|
1979
|
Security Financial Services
Fort Wayne,
Indiana
|
$3.8M
|
-$22.3K
|
-39
|
-0.6%
|
|
|
1980
|
Fisher Asset Management
Camas,
Washington
|
$3.8M
|
-$2.98M
|
-5,212
|
-46%
|
|
|
1981
|
INVST
Indianapolis,
Indiana
|
$3.8M
|
-$835K
|
-1,461
|
-19%
|
|
|
1982
|
Mayport LLC
Newton,
Massachusetts
|
$3.8M
|
+$95.5K
|
+167
|
+3%
|
|
|
1983
|
PDS Planning
Dublin,
Ohio
|
$3.78M
|
+$22.9K
|
+40
|
+0.7%
|
|
|
1984
|
Coign Capital Advisors
Draper,
Utah
|
$3.78M
|
-$930K
|
-1,627
|
-21%
|
|
|
1985
|
Grant Private Wealth Management
Pleasanton,
California
|
$3.77M
|
+$2.98M
|
+5,214
|
+585%
|
|
|
1986
|
GatePass Capital
Independence,
Ohio
|
$3.76M
|
+$308K
|
+539
|
+10%
|
|
|
1987
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$3.76M
|
+$40K
|
+70
|
+1%
|
|
|
1988
|
Tradition Wealth Management
Edina,
Minnesota
|
$3.75M
|
-$98.3K
|
-172
|
-3%
|
|
|
1989
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$3.75M
|
+$451K
|
+789
|
+15%
|
|
|
1990
|
Sky Investment Group
Hartford,
Connecticut
|
$3.74M
|
–
|
–
|
–
|
|
|
1991
|
Capital Insight Partners
Scottsdale,
Arizona
|
$3.74M
|
-$32.6K
|
-57
|
-0.9%
|
|
|
1992
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$3.74M
|
-$308K
|
-538
|
-8%
|
|
|
1993
|
Northwest Bancshares
Warren,
Pennsylvania
|
$3.74M
|
-$158K
|
-276
|
-4%
|
|
|
1994
|
Alpha Wealth Funds
Park City,
Utah
|
$3.74M
|
-$324K
|
-566
|
-9%
|
|
|
1995
|
KPP Advisory Services
Louisville,
Kentucky
|
$3.74M
|
-$133K
|
-232
|
-4%
|
|
|
1996
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$3.74M
|
-$32K
|
-56
|
-0.9%
|
|
|
1997
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$3.74M
|
-$490K
|
-858
|
-12%
|
|
|
1998
|
Silvant Capital Management
Atlanta,
Georgia
|
$3.73M
|
–
|
–
|
–
|
|
|
1999
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$3.73M
|
–
|
–
|
–
|
|
|
2000
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$3.72M
|
-$15.4K
|
-27
|
-0.4%
|
|
