|
1976
|
Meridian Wealth Advisors
Austin,
Texas
|
$434K
|
+$18.4K
|
+675
|
+4%
|
|
|
1977
|
Bouchey Financial Group
Troy,
New York
|
$433K
|
-$6.58K
|
-241
|
-1%
|
|
|
1978
|
Cobblestone Capital Advisors
Rochester,
New York
|
$432K
|
-$25.6K
|
-936
|
-5%
|
|
|
1979
|
Great Lakes Retirement
Sandusky,
Ohio
|
$431K
|
-$138K
|
-5,048
|
-20%
|
|
|
1980
|
Taurus Asset Management
New York
|
$430K
|
-$50.7K
|
-1,854
|
-9%
|
|
|
1981
|
New Vernon Investment Management
Highland Park,
Illinois
|
$429K
|
–
|
–
|
–
|
|
|
1982
|
Central Bank & Trust
Lexington,
Kentucky
|
$429K
|
+$2.79K
|
+102
|
+0.5%
|
|
|
1983
|
Clean Yield Group
Norwich,
Vermont
|
$427K
|
-$317K
|
-11,621
|
-37%
|
|
|
1984
|
Edgewood Management
Greenwich,
Connecticut
|
$426K
|
–
|
–
|
–
|
|
|
1985
|
FSA Wealth Management
Needham,
Massachusetts
|
$426K
|
+$3.52K
|
+129
|
+0.7%
|
|
|
1986
|
Park Circle Company
Baltimore,
Maryland
|
$421K
|
-$6.52M
|
-238,816
|
-93%
|
|
|
1987
|
Acropolis Investment Management
St. Louis,
Missouri
|
$421K
|
+$25K
|
+916
|
+5%
|
|
|
1988
|
Waller Financial Planning Group
Columbus,
Ohio
|
$420K
|
-$20.2K
|
-739
|
-4%
|
|
|
1989
|
Great Diamond Partners
Portland,
Maine
|
$419K
|
-$31.6K
|
-1,157
|
-6%
|
|
|
1990
|
Focused Wealth Management
Newburgh,
New York
|
$419K
|
+$3.33K
|
+122
|
+0.6%
|
|
|
1991
|
Liberty Capital Management
Birmingham,
Michigan
|
$416K
|
–
|
–
|
–
|
|
|
1992
|
Berman Capital Advisors
Atlanta,
Georgia
|
$415K
|
-$223K
|
-8,170
|
-30%
|
|
|
1993
|
Emerald Advisors
Bellevue,
Washington
|
$415K
|
+$315K
|
+11,521
|
+166%
|
|
|
1994
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$413K
|
-$13K
|
-476
|
-2%
|
|
|
1995
|
Private Ocean
San Rafael,
California
|
$413K
|
-$27
|
-1
|
-0%
|
|
|
1996
|
Lindbrook Capital
Calabasas,
California
|
$412K
|
-$42.3K
|
-1,548
|
-8%
|
|
|
1997
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$412K
|
-$9.81K
|
-359
|
-2%
|
|
|
1998
|
Enlightenment Research
Miami,
Florida
|
$412K
|
+$423K
|
+15,491
|
New
|
|
|
1999
|
Secure Asset Management
Troy,
Michigan
|
$410K
|
-$625K
|
-22,865
|
-55%
|
|
|
2000
|
Peak Asset Management
Louisville,
Colorado
|
$410K
|
-$31K
|
-1,134
|
-6%
|
|
