|
1976
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$137K
|
-$8.06K
|
-180
|
-6%
|
|
|
1977
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$136K
|
-$985
|
-22
|
-0.8%
|
|
|
1978
|
Tucker Asset Management
Littleton,
Colorado
|
$131K
|
+$101K
|
+2,262
|
+484%
|
|
|
1979
|
GeoWealth Management
Chicago,
Illinois
|
$124K
|
-$26.2K
|
-586
|
-18%
|
|
|
1980
|
GW&K Investment Management
Boston,
Massachusetts
|
$121K
|
+$10.1K
|
+226
|
+10%
|
|
|
1981
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$120K
|
-$3.73M
|
-83,392
|
-97%
|
|
|
1982
|
RFP Financial Group
Atlanta,
Georgia
|
$119K
|
+$111K
|
+2,488
|
New
|
|
|
1983
|
Gables Capital Management
Miami,
Florida
|
$119K
|
–
|
–
|
–
|
|
|
1984
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$119K
|
+$111K
|
+2,480
|
New
|
|
|
1985
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$117K
|
+$1.16K
|
+26
|
+1%
|
|
|
1986
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$117K
|
–
|
–
|
–
|
|
|
1987
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$117K
|
-$45.9K
|
-1,025
|
-30%
|
|
|
1988
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$112K
|
+$29.4K
|
+656
|
+35%
|
|
|
1989
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$111K
|
+$103K
|
+2,310
|
New
|
|
|
1990
|
Rain Capital Management
Lake Oswego,
Oregon
|
$108K
|
+$1.3K
|
+29
|
+1%
|
|
|
1991
|
TFC Financial Management
Boston,
Massachusetts
|
$107K
|
–
|
–
|
–
|
|
|
1992
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$105K
|
+$110K
|
+2,468
|
New
|
|
|
1993
|
Pacifica Partners
Surrey,
Canada
|
$103K
|
-$2.64K
|
-59
|
-3%
|
|
|
1994
|
SJS Investment Consulting
Sylvania,
Ohio
|
$102K
|
–
|
–
|
–
|
|
|
1995
|
DB Wealth Management Group
San Diego,
California
|
$101K
|
–
|
–
|
–
|
|
|
1996
|
Pacific Capital Wealth Advisors
Corona,
California
|
$101K
|
+$94.5K
|
+2,110
|
New
|
|
|
1997
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$97K
|
-$22.2K
|
-495
|
-20%
|
|
|
1998
|
Bruce G. Allen Investments
Denver,
Colorado
|
$96.6K
|
+$90.2K
|
+2,016
|
New
|
|
|
1999
|
BNP Paribas Financial Markets
Paris,
France
|
$95.8K
|
-$230K
|
-5,142
|
-72%
|
|
|
2000
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$95.4K
|
–
|
–
|
–
|
|
