|
1976
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$4.27M
|
-$277K
|
-408
|
-6%
|
|
|
1977
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$4.27M
|
-$97.9K
|
-144
|
-2%
|
|
|
1978
|
Prasad Wealth Partners
Independence,
Ohio
|
$4.26M
|
+$311K
|
+457
|
+8%
|
|
|
1979
|
Sunesis Advisors
Overland Park,
Kansas
|
$4.25M
|
-$13.6K
|
-20
|
-0.3%
|
|
|
1980
|
Pincus Capital Management
New York
|
$4.25M
|
–
|
–
|
–
|
|
|
1981
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$4.25M
|
-$93.1K
|
-137
|
-2%
|
|
|
1982
|
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
|
$4.24M
|
+$4.33M
|
+6,372
|
+4,220%
|
|
|
1983
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$4.23M
|
-$680
|
-1
|
-0%
|
|
|
1984
|
Mengis Capital Management
Portland,
Oregon
|
$4.22M
|
-$57.8K
|
-85
|
-1%
|
|
|
1985
|
North Capital
Salt Lake City,
Utah
|
$4.21M
|
+$82.3K
|
+121
|
+2%
|
|
|
1986
|
Prism Advisors
Studio City,
California
|
$4.2M
|
-$3.4K
|
-5
|
-0.1%
|
|
|
1987
|
Institute for Wealth Management
Denver,
Colorado
|
$4.2M
|
-$2.37M
|
-3,483
|
-35%
|
|
|
1988
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$4.2M
|
-$900K
|
-1,323
|
-17%
|
|
|
1989
|
North Star Asset Management
Neenah,
Wisconsin
|
$4.19M
|
+$241K
|
+354
|
+6%
|
|
|
1990
|
Ranch Capital Advisors
Sarasota,
Florida
|
$4.18M
|
-$680
|
-1
|
-0%
|
|
|
1991
|
Griffith & Werner
Canton,
Georgia
|
$4.17M
|
+$50.3K
|
+74
|
+1%
|
|
|
1992
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$4.17M
|
-$980K
|
-1,441
|
-18%
|
|
|
1993
|
Midland Wealth Advisors
Effingham,
Illinois
|
$4.16M
|
-$32K
|
-47
|
-0.7%
|
|
|
1994
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$4.16M
|
+$577K
|
+848
|
+15%
|
|
|
1995
|
10Elms LLP
Tulsa,
Oklahoma
|
$4.15M
|
+$1.57M
|
+2,313
|
+57%
|
|
|
1996
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$4.15M
|
+$680
|
+1
|
+0%
|
|
|
1997
|
Castleview Partners
Dallas,
Texas
|
$4.14M
|
+$70.7K
|
+104
|
+2%
|
|
|
1998
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$4.14M
|
-$177K
|
-261
|
-4%
|
|
|
1999
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$4.14M
|
+$2.33M
|
+3,431
|
+117%
|
|
|
2000
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$4.14M
|
-$235K
|
-345
|
-5%
|
|
