|
1976
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$196K
|
+$191K
|
+771
|
New
|
|
|
1977
|
Breakwater Investment Management
Seattle,
Washington
|
$193K
|
-$47.9K
|
-193
|
-20%
|
|
|
1978
|
Silicon Valley Capital Partners
San Jose,
California
|
$189K
|
+$496
|
+2
|
+0.3%
|
|
|
1979
|
Raleigh Capital Management
Cary,
North Carolina
|
$186K
|
-$17.9K
|
-72
|
-9%
|
|
|
1980
|
Guerra Advisors
Miami,
Florida
|
$184K
|
+$180K
|
+724
|
New
|
|
|
1981
|
Pflug Koory
Omaha,
Nebraska
|
$183K
|
+$60.8K
|
+245
|
+52%
|
|
|
1982
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$175K
|
-$17.9K
|
-72
|
-9%
|
|
|
1983
|
Strategic Wealth Partners
Independence,
Ohio
|
$169K
|
+$37.9K
|
+153
|
+30%
|
|
|
1984
|
Perkins Coie Trust Company
Seattle,
Washington
|
$169K
|
–
|
–
|
–
|
|
|
1985
|
Alerus Financial
Grand Forks,
North Dakota
|
$169K
|
+$92.3K
|
+372
|
+128%
|
|
|
1986
|
Teachers Insurance & Annuity Association of America
New York
|
$167K
|
-$37.9K
|
-153
|
-19%
|
|
|
1987
|
Schroder Investment Management Group
London,
United Kingdom
|
$165K
|
-$74.4K
|
-300
|
-32%
|
|
|
1988
|
one8zero8 LLC
Greensboro,
North Carolina
|
$165K
|
–
|
–
|
–
|
|
|
1989
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$163K
|
+$496
|
+2
|
+0.3%
|
|
|
1990
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$163K
|
+$158K
|
+637
|
New
|
|
|
1991
|
CVA Family Office
Denver,
Colorado
|
$161K
|
–
|
–
|
–
|
|
|
1992
|
Eastern Bank
Boston,
Massachusetts
|
$160K
|
–
|
–
|
–
|
|
|
1993
|
Nemes Rush Group
Novi,
Michigan
|
$155K
|
+$30.3K
|
+122
|
+25%
|
|
|
1994
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$154K
|
-$42.2K
|
-170
|
-22%
|
|
|
1995
|
Pathway Financial Advisers
Auburn,
Indiana
|
$154K
|
+$152K
|
+612
|
New
|
|
|
1996
|
ORG Wealth Partners
Dallas,
Texas
|
$152K
|
-$5.46K
|
-22
|
-4%
|
|
|
1997
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$150K
|
–
|
–
|
–
|
|
|
1998
|
Versant Capital Management
Phoenix,
Arizona
|
$149K
|
+$9.92K
|
+40
|
+7%
|
|
|
1999
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$147K
|
+$248
|
+1
|
+0.2%
|
|
|
2000
|
Paladin Advisory Group
Clive,
Iowa
|
$146K
|
+$64.5K
|
+260
|
+82%
|
|
