|
1976
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$387K
|
–
|
–
|
–
|
|
|
1977
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$385K
|
+$94.5K
|
+3,328
|
+32%
|
|
|
1978
|
Buska Wealth Management
Wausau,
Wisconsin
|
$384K
|
+$2.27K
|
+80
|
+0.6%
|
|
|
1979
|
ClearBridge Investments
New York
|
$384K
|
-$72.5K
|
-2,554
|
-16%
|
|
|
1980
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$384K
|
+$61.9K
|
+2,180
|
+19%
|
|
|
1981
|
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
|
$384K
|
-$82.5K
|
-2,906
|
-18%
|
|
|
1982
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$383K
|
+$148K
|
+5,199
|
+62%
|
|
|
1983
|
TCFG Wealth Management
Laguna Niguel,
California
|
$383K
|
-$28.3K
|
-997
|
-7%
|
|
|
1984
|
Hobart Private Capital
Charlotte,
North Carolina
|
$382K
|
-$138K
|
-4,848
|
-26%
|
|
|
1985
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$381K
|
+$4.8K
|
+169
|
+1%
|
|
|
1986
|
Rakuten Securities
Tokyo,
Japan
|
$380K
|
+$45.9K
|
+1,618
|
+14%
|
|
|
1987
|
CFM Wealth Partners
Austin,
Texas
|
$380K
|
–
|
–
|
–
|
|
|
1988
|
Raleigh Capital Management
Cary,
North Carolina
|
$380K
|
-$751K
|
-26,458
|
-66%
|
|
|
1989
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$379K
|
+$15.8K
|
+556
|
+4%
|
|
|
1990
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$377K
|
-$316K
|
-11,142
|
-45%
|
|
|
1991
|
Prospect Financial Services
Melville,
New York
|
$377K
|
-$1.08K
|
-38
|
-0.3%
|
|
|
1992
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$377K
|
+$379K
|
+13,350
|
New
|
|
|
1993
|
Asahi Life Asset Management
Tokyo,
Japan
|
$377K
|
-$211K
|
-7,426
|
-36%
|
|
|
1994
|
Advyzon Investment Management
Lisle,
Illinois
|
$377K
|
+$104K
|
+3,647
|
+38%
|
|
|
1995
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$377K
|
-$32.9K
|
-1,157
|
-8%
|
|
|
1996
|
GAM Holding
Zurich,
Switzerland
|
$376K
|
-$865K
|
-30,472
|
-70%
|
|
|
1997
|
Intellectus Partners
San Francisco,
California
|
$376K
|
-$7.41K
|
-261
|
-2%
|
|
|
1998
|
John Boyer Inc
Tampa,
Florida
|
$375K
|
+$377K
|
+13,290
|
New
|
|
|
1999
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$375K
|
+$28.6K
|
+1,006
|
+8%
|
|
|
2000
|
Sage Rhino Capital
Menlo Park,
California
|
$374K
|
-$994
|
-35
|
-0.3%
|
|
