|
1976
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$98.7K
|
–
|
–
|
–
|
|
|
1977
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$95.8K
|
+$2.87K
|
+12
|
+3%
|
|
|
1978
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$95.6K
|
+$103K
|
+431
|
New
|
|
|
1979
|
Gables Capital Management
Miami,
Florida
|
$94K
|
–
|
–
|
–
|
|
|
1980
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$93.9K
|
–
|
–
|
–
|
|
|
1981
|
West Oak Capital
Westlake Village,
California
|
$92.7K
|
–
|
–
|
–
|
|
|
1982
|
Compass Wealth Management
Guilford,
Connecticut
|
$92.2K
|
+$66.2K
|
+277
|
+199%
|
|
|
1983
|
|
$90K
|
-$203K
|
-850
|
-68%
|
|
|
1984
|
Nomura Asset Management
Tokyo,
Japan
|
$88.7K
|
-$549K
|
-2,300
|
-85%
|
|
|
1985
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$88.7K
|
-$89.6K
|
-375
|
-48%
|
|
|
1986
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$88.7K
|
-$23.9K
|
-100
|
-20%
|
|
|
1987
|
Swan Capital
Pensacola,
Florida
|
$87.4K
|
–
|
–
|
–
|
|
|
1988
|
True Wealth Design
Akron,
Ohio
|
$86.9K
|
+$93.6K
|
+392
|
New
|
|
|
1989
|
Albion Financial Group
Salt Lake City,
Utah
|
$86.7K
|
+$7.4K
|
+31
|
+9%
|
|
|
1990
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$86.2K
|
-$716
|
-3
|
-0.8%
|
|
|
1991
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$85.1K
|
+$478
|
+2
|
+0.5%
|
|
|
1992
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$82.7K
|
-$99.1K
|
-415
|
-53%
|
|
|
1993
|
GS Investments
Minneapolis,
Minnesota
|
$79.2K
|
–
|
–
|
–
|
|
|
1994
|
Robinswood Financial
Kirkland,
Washington
|
$78.8K
|
-$14.3K
|
-60
|
-14%
|
|
|
1995
|
Centennial Bank
Conway,
Arkansas
|
$78.7K
|
–
|
–
|
–
|
|
|
1996
|
Greenline Partners
New York
|
$78.5K
|
+$2.24M
|
+9,365
|
+14,408%
|
|
|
1997
|
Granite FO LLC
Bedford,
New Hampshire
|
$72.7K
|
–
|
–
|
–
|
|
|
1998
|
Kings Path Partners
Sugar Land,
Texas
|
$71.6K
|
–
|
–
|
–
|
|
|
1999
|
BFSG LLC
Irvine,
California
|
$71.2K
|
–
|
–
|
–
|
|
|
2000
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$71K
|
–
|
–
|
–
|
|
