|
1976
|
Evermay Wealth Management
Arlington,
Virginia
|
$3.22M
|
-$283K
|
-811
|
-8%
|
|
|
1977
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$3.22M
|
-$51.9K
|
-149
|
-2%
|
|
|
1978
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$3.21M
|
-$25.8K
|
-74
|
-0.8%
|
|
|
1979
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.2M
|
+$1.38M
|
+3,972
|
+79%
|
|
|
1980
|
Holderness Investments Company
Greensboro,
North Carolina
|
$3.2M
|
+$209K
|
+600
|
+7%
|
|
|
1981
|
Waycross Partners
Louisville,
Kentucky
|
$3.2M
|
–
|
–
|
–
|
|
|
1982
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$3.19M
|
-$5.58K
|
-16
|
-0.2%
|
|
|
1983
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$3.19M
|
+$19.5K
|
+56
|
+0.6%
|
|
|
1984
|
Zuckerman Investment Group
Chicago,
Illinois
|
$3.19M
|
+$407K
|
+1,168
|
+15%
|
|
|
1985
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$3.18M
|
+$4.18K
|
+12
|
+0.1%
|
|
|
1986
|
Continuum Advisory
Eagle,
Idaho
|
$3.18M
|
-$137K
|
-392
|
-4%
|
|
|
1987
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$3.17M
|
+$247K
|
+708
|
+9%
|
|
|
1988
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$3.17M
|
-$128K
|
-366
|
-4%
|
|
|
1989
|
Koshinski Asset Management
Decatur,
Illinois
|
$3.17M
|
+$79.8K
|
+229
|
+3%
|
|
|
1990
|
Alta Advisers
London,
United Kingdom
|
$3.16M
|
–
|
–
|
–
|
|
|
1991
|
Harfst & Associates
Sheridan,
Wyoming
|
$3.16M
|
-$555K
|
-1,593
|
-15%
|
|
|
1992
|
Ramirez Asset Management
New York
|
$3.15M
|
-$69.7K
|
-200
|
-2%
|
|
|
1993
|
Richard Bernstein Advisors
New York
|
$3.15M
|
-$365K
|
-1,047
|
-11%
|
|
|
1994
|
Kingdom Financial Group
Peoria,
Arizona
|
$3.14M
|
+$3.08M
|
+8,845
|
New
|
|
|
1995
|
Drive Wealth Management
Lehi,
Utah
|
$3.14M
|
+$50.2K
|
+144
|
+2%
|
|
|
1996
|
Klingman & Associates
New York
|
$3.13M
|
+$350K
|
+1,005
|
+13%
|
|
|
1997
|
Joel Isaacson & Co
New York
|
$3.13M
|
+$122K
|
+350
|
+4%
|
|
|
1998
|
SummitTX Capital
Fort Worth,
Texas
|
$3.13M
|
-$1.7M
|
-4,869
|
-36%
|
|
|
1999
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$3.13M
|
+$349
|
+1
|
+0%
|
|
|
2000
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$3.13M
|
+$232K
|
+666
|
+8%
|
|
