|
1976
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$65K
|
+$7.55K
|
+16
|
+14%
|
|
|
1977
|
Lenox Wealth Advisors
New York
|
$65K
|
+$17.9K
|
+38
|
+42%
|
|
|
1978
|
Global Financial Private Client
Sarasota,
Florida
|
$63.2K
|
–
|
–
|
–
|
|
|
1979
|
Firestone Capital Management
Coral Gables,
Florida
|
$63K
|
–
|
–
|
–
|
|
|
1980
|
Old North State Trust
Greensboro,
North Carolina
|
$62K
|
+$47.2K
|
+100
|
+455%
|
|
|
1981
|
Cribstone Capital Management
Augusta,
Maine
|
$61K
|
–
|
–
|
–
|
|
|
1982
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$59K
|
–
|
–
|
–
|
|
|
1983
|
Clearview Wealth Advisors
Salem,
Oregon
|
$59K
|
–
|
–
|
–
|
|
|
1984
|
Private Ocean
San Rafael,
California
|
$59K
|
+$35.4K
|
+75
|
+179%
|
|
|
1985
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$57K
|
+$15.6K
|
+33
|
+41%
|
|
|
1986
|
Wolff Wiese Magana
Carslbad,
California
|
$56K
|
+$4.25K
|
+9
|
+9%
|
|
|
1987
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$55K
|
+$7.08K
|
+15
|
+16%
|
|
|
1988
|
Financial Perspectives
Minneapolis,
Minnesota
|
$54.5K
|
–
|
–
|
–
|
|
|
1989
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$51K
|
–
|
–
|
–
|
|
|
1990
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$51K
|
–
|
–
|
–
|
|
|
1991
|
Disciplina Capital Management
Nashville,
Tennessee
|
$50.5K
|
+$9.44K
|
+20
|
+25%
|
|
|
1992
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$50.5K
|
+$47.2K
|
+100
|
New
|
|
|
1993
|
LSV Asset Management
Chicago,
Illinois
|
$50K
|
-$755K
|
-1,600
|
-94%
|
|
|
1994
|
Janiczek Wealth Management
Denver,
Colorado
|
$50K
|
-$44.8K
|
-95
|
-49%
|
|
|
1995
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$50K
|
–
|
–
|
–
|
|
|
1996
|
Sierra Capital
Miami,
Florida
|
$50K
|
–
|
–
|
–
|
|
|
1997
|
Cutler Group
San Francisco,
California
|
$50K
|
+$47.2K
|
+100
|
New
|
|
|
1998
|
Bellevue Asset Management
Bellevue,
Washington
|
$49K
|
–
|
–
|
–
|
|
|
1999
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$49K
|
–
|
–
|
–
|
|
|
2000
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$48K
|
–
|
–
|
–
|
|
