|
1976
|
Harmony Asset Management
Scottsdale,
Arizona
|
$3.07M
|
+$103K
|
+154
|
+4%
|
|
|
1977
|
Gross & Hartman Investments
Leola,
Pennsylvania
|
$3.07M
|
+$2.67K
|
+4
|
+0.1%
|
|
|
1978
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$3.07M
|
-$39.3K
|
-59
|
-1%
|
|
|
1979
|
Core Wealth Partners
Santa Rosa,
California
|
$3.06M
|
+$729K
|
+1,094
|
+33%
|
|
|
1980
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$3.05M
|
-$225K
|
-338
|
-7%
|
|
|
1981
|
Michels Family Financial
Fort Worth,
Texas
|
$3.04M
|
+$9.33K
|
+14
|
+0.3%
|
|
|
1982
|
Capasso Planning Partners
Charleston,
South Carolina
|
$3.04M
|
-$20K
|
-30
|
-0.7%
|
|
|
1983
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$3.04M
|
-$1.46M
|
-2,185
|
-33%
|
|
|
1984
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$3.04M
|
–
|
–
|
–
|
|
|
1985
|
Optimist Retirement Group
Bellevue,
Washington
|
$3.02M
|
+$4.67K
|
+7
|
+0.2%
|
|
|
1986
|
Kieckhefer Group
Mequon,
Wisconsin
|
$3M
|
+$66K
|
+99
|
+2%
|
|
|
1987
|
Panoramic Investment Advisors
Denver,
Colorado
|
$2.99M
|
-$37.3K
|
-56
|
-1%
|
|
|
1988
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$2.98M
|
+$2K
|
+3
|
+0.1%
|
|
|
1989
|
Private Client Services
Louisville,
Kentucky
|
$2.98M
|
-$96K
|
-144
|
-3%
|
|
|
1990
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$2.98M
|
+$539K
|
+808
|
+23%
|
|
|
1991
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$2.98M
|
+$344K
|
+516
|
+14%
|
|
|
1992
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$2.96M
|
-$6.67K
|
-10
|
-0.2%
|
|
|
1993
|
Tocqueville Asset Management
New York
|
$2.95M
|
+$164K
|
+246
|
+6%
|
|
|
1994
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$2.94M
|
+$10K
|
+15
|
+0.4%
|
|
|
1995
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$2.94M
|
+$755K
|
+1,132
|
+36%
|
|
|
1996
|
Moran Wealth Management
Naples,
Florida
|
$2.94M
|
+$1.9M
|
+2,857
|
+201%
|
|
|
1997
|
JB Capital
Wethersfield,
Connecticut
|
$2.94M
|
+$2.67K
|
+4
|
+0.1%
|
|
|
1998
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$2.93M
|
+$2K
|
+3
|
+0.1%
|
|
|
1999
|
Glaxis Capital Management
Sarasota,
Florida
|
$2.93M
|
–
|
–
|
–
|
|
|
2000
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$2.92M
|
-$181K
|
-271
|
-6%
|
|
