|
1976
|
Hanover Advisors
Seneca,
South Carolina
|
$1.74M
|
+$78.7K
|
+198
|
+5%
|
|
|
1977
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$1.74M
|
+$105K
|
+264
|
+7%
|
|
|
1978
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$1.73M
|
+$43.4K
|
+109
|
+3%
|
|
|
1979
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.73M
|
–
|
–
|
–
|
|
|
1980
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.73M
|
+$13.9K
|
+35
|
+0.9%
|
|
|
1981
|
Generation Capital Management
Pittsford,
New York
|
$1.72M
|
-$52.1K
|
-131
|
-3%
|
|
|
1982
|
Pinnacle Wealth Management
Roseville,
California
|
$1.72M
|
-$208K
|
-524
|
-11%
|
|
|
1983
|
TriaGen Wealth Management
Calabasas,
California
|
$1.72M
|
–
|
–
|
–
|
|
|
1984
|
OneAscent Family Office
Birmingham,
Alabama
|
$1.72M
|
+$105K
|
+265
|
+7%
|
|
|
1985
|
Verition Fund Management
Greenwich,
Connecticut
|
$1.71M
|
-$5.88M
|
-14,779
|
-78%
|
|
|
1986
|
Ceera Investments
Bellaire,
Texas
|
$1.71M
|
-$56.5K
|
-142
|
-3%
|
|
|
1987
|
Sunpointe
St. Louis,
Missouri
|
$1.71M
|
+$7.16K
|
+18
|
+0.4%
|
|
|
1988
|
ViaWealth
Leawood,
Kansas
|
$1.71M
|
+$398
|
+1
|
+0%
|
|
|
1989
|
Journey Advisory Group
Covington,
Kentucky
|
$1.7M
|
+$91.9K
|
+231
|
+6%
|
|
|
1990
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$1.7M
|
+$823K
|
+2,069
|
+104%
|
|
|
1991
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.7M
|
+$520K
|
+1,308
|
+48%
|
|
|
1992
|
JGP Wealth Management
Bend,
Oregon
|
$1.7M
|
+$6.36K
|
+16
|
+0.4%
|
|
|
1993
|
Acropolis Investment Management
St. Louis,
Missouri
|
$1.7M
|
-$7.95K
|
-20
|
-0.5%
|
|
|
1994
|
Advocate Group
Minnetonka,
Minnesota
|
$1.7M
|
–
|
–
|
–
|
|
|
1995
|
Clare Market Investments
Dallas,
Texas
|
$1.7M
|
+$230K
|
+578
|
+17%
|
|
|
1996
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$1.7M
|
-$5.97K
|
-15
|
-0.4%
|
|
|
1997
|
BlackDiamond Wealth Management
New York
|
$1.7M
|
+$120K
|
+301
|
+6%
|
|
|
1998
|
Novem Group
Rochester,
New York
|
$1.7M
|
+$250K
|
+628
|
+18%
|
|
|
1999
|
Sutton Place Investors
Katonah,
New York
|
$1.69M
|
+$101K
|
+254
|
+7%
|
|
|
2000
|
Saxony Capital Management
St. Louis,
Missouri
|
$1.69M
|
+$237K
|
+597
|
+17%
|
|
