|
1976
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$181K
|
–
|
–
|
–
|
|
|
1977
|
HC Financial Advisors
Lafayette,
California
|
$173K
|
-$48.3K
|
-88
|
-23%
|
|
|
1978
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$172K
|
+$9.88K
|
+18
|
+6%
|
|
|
1979
|
Highlander Capital Management
Short Hills,
New Jersey
|
$171K
|
–
|
–
|
–
|
|
|
1980
|
Horrell Capital Management
Little Rock,
Arkansas
|
$171K
|
–
|
–
|
–
|
|
|
1981
|
Leelyn Smith
Geneva,
Illinois
|
$169K
|
–
|
–
|
–
|
|
|
1982
|
ADE LLC
Baltimore,
Maryland
|
$163K
|
–
|
–
|
–
|
|
|
1983
|
Matthew Hamilton Rosenberg
|
$163K
|
+$66.4K
|
+121
|
+74%
|
|
|
1984
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$160K
|
+$133K
|
+242
|
+637%
|
|
|
1985
|
Concord Wealth Partners
Abingdon,
Virginia
|
$153K
|
-$145K
|
-264
|
-50%
|
|
|
1986
|
GeoWealth Management
Chicago,
Illinois
|
$150K
|
+$144K
|
+263
|
New
|
|
|
1987
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$149K
|
+$25.2K
|
+46
|
+21%
|
|
|
1988
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$148K
|
+$12.6K
|
+23
|
+10%
|
|
|
1989
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$145K
|
–
|
–
|
–
|
|
|
1990
|
Caldwell Trust
Venice,
Florida
|
$142K
|
–
|
–
|
–
|
|
|
1991
|
West Oak Capital
Westlake Village,
California
|
$140K
|
–
|
–
|
–
|
|
|
1992
|
Financial Management Professionals
Austin,
Texas
|
$138K
|
+$20.9K
|
+38
|
+19%
|
|
|
1993
|
Gemmer Asset Management
Walnut Creek,
California
|
$137K
|
–
|
–
|
–
|
|
|
1994
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$134K
|
+$129K
|
+235
|
New
|
|
|
1995
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$127K
|
+$24.1K
|
+44
|
+25%
|
|
|
1996
|
Destiny Wealth Partners
Tavares,
Florida
|
$117K
|
+$113K
|
+205
|
New
|
|
|
1997
|
Standard Family Office
Sioux Falls,
South Dakota
|
$114K
|
-$996K
|
-1,814
|
-90%
|
|
|
1998
|
Clearstead Trust
Portland,
Maine
|
$114K
|
–
|
–
|
–
|
|
|
1999
|
EARNEST Partners
Atlanta,
Georgia
|
$114K
|
–
|
–
|
–
|
|
|
2000
|
Rockbridge Investment Management
Syracuse,
New York
|
$111K
|
–
|
–
|
–
|
|
