|
1976
|
Eagle Bay Advisors
New York
|
$370K
|
-$4.8K
|
-23
|
-1%
|
|
|
1977
|
Executive Wealth Management
Brighton,
Michigan
|
$369K
|
+$17.3K
|
+83
|
+5%
|
|
|
1978
|
Crane Advisory
Fullerton,
California
|
$369K
|
–
|
–
|
–
|
|
|
1979
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$368K
|
–
|
–
|
–
|
|
|
1980
|
Riversedge Advisors
Wilmington,
Delaware
|
$367K
|
+$417
|
+2
|
+0.1%
|
|
|
1981
|
SJS Investment Consulting
Sylvania,
Ohio
|
$367K
|
-$23.8K
|
-114
|
-6%
|
|
|
1982
|
Grey Street Capital
Chicago,
Illinois
|
$366K
|
–
|
–
|
–
|
|
|
1983
|
Venturi Wealth Management
Austin,
Texas
|
$365K
|
+$346K
|
+1,658
|
New
|
|
|
1984
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$365K
|
+$417
|
+2
|
+0.1%
|
|
|
1985
|
Fulcrum Capital
Seattle,
Washington
|
$364K
|
-$21.9K
|
-105
|
-6%
|
|
|
1986
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$364K
|
+$38.6K
|
+185
|
+13%
|
|
|
1987
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$364K
|
–
|
–
|
–
|
|
|
1988
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$363K
|
-$66.7K
|
-320
|
-16%
|
|
|
1989
|
United Community Bank
Greenville,
South Carolina
|
$363K
|
-$13.3K
|
-64
|
-4%
|
|
|
1990
|
Atomi Financial Group
New York
|
$362K
|
+$109K
|
+522
|
+47%
|
|
|
1991
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$360K
|
+$417
|
+2
|
+0.1%
|
|
|
1992
|
Chemistry Wealth Management
New York
|
$357K
|
-$29.2K
|
-140
|
-8%
|
|
|
1993
|
Westover Capital Advisors
Wilmington,
Delaware
|
$355K
|
+$834
|
+4
|
+0.2%
|
|
|
1994
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$355K
|
–
|
–
|
–
|
|
|
1995
|
Encompass Wealth Advisors
Portland,
Oregon
|
$354K
|
–
|
–
|
–
|
|
|
1996
|
Sequent Asset Management
Houston,
Texas
|
$354K
|
–
|
–
|
–
|
|
|
1997
|
Institute for Wealth Management
Denver,
Colorado
|
$353K
|
+$7.72K
|
+37
|
+2%
|
|
|
1998
|
TrinityPoint Wealth
Milford,
Connecticut
|
$353K
|
–
|
–
|
–
|
|
|
1999
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$353K
|
+$27.3K
|
+131
|
+9%
|
|
|
2000
|
TFG Advisers
Auburn Hills,
Michigan
|
$352K
|
+$1.04K
|
+5
|
+0.3%
|
|
