|
1976
|
Weatherly Asset Management
Del Mar,
California
|
$374K
|
-$4.43K
|
-20
|
-1%
|
|
|
1977
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$373K
|
-$7.75K
|
-35
|
-2%
|
|
|
1978
|
Elevated Capital Advisors
Sandy,
Utah
|
$372K
|
+$221
|
+1
|
+0.1%
|
|
|
1979
|
Lee Financial
Dallas,
Texas
|
$372K
|
-$7.97K
|
-36
|
-2%
|
|
|
1980
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$371K
|
-$30.3K
|
-137
|
-7%
|
|
|
1981
|
TFG Advisers
Auburn Hills,
Michigan
|
$371K
|
+$33K
|
+149
|
+9%
|
|
|
1982
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$370K
|
-$75.5K
|
-341
|
-16%
|
|
|
1983
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$368K
|
-$8.63K
|
-39
|
-2%
|
|
|
1984
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$368K
|
+$1.55K
|
+7
|
+0.4%
|
|
|
1985
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$368K
|
+$57.6K
|
+260
|
+18%
|
|
|
1986
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$368K
|
+$443
|
+2
|
+0.1%
|
|
|
1987
|
Horizon Kinetics Asset Management
New York
|
$367K
|
-$92.1K
|
-416
|
-19%
|
|
|
1988
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$365K
|
–
|
–
|
–
|
|
|
1989
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$363K
|
-$5.53K
|
-25
|
-1%
|
|
|
1990
|
Paragon Financial Partners
Woodland Hills,
California
|
$362K
|
-$44K
|
-199
|
-10%
|
|
|
1991
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$360K
|
+$20.4K
|
+92
|
+6%
|
|
|
1992
|
Crane Advisory
Fullerton,
California
|
$359K
|
–
|
–
|
–
|
|
|
1993
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$359K
|
+$41.8K
|
+189
|
+13%
|
|
|
1994
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$358K
|
+$373K
|
+1,686
|
New
|
|
|
1995
|
Platform Technology Partners
New York
|
$357K
|
-$14.8K
|
-67
|
-4%
|
|
|
1996
|
Executive Wealth Management
Brighton,
Michigan
|
$357K
|
+$1.11K
|
+5
|
+0.3%
|
|
|
1997
|
Eagle Bay Advisors
New York
|
$356K
|
–
|
–
|
–
|
|
|
1998
|
First National Advisers
Omaha,
Nebraska
|
$356K
|
+$69.3K
|
+313
|
+23%
|
|
|
1999
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$355K
|
–
|
–
|
–
|
|
|
2000
|
Riversedge Advisors
Wilmington,
Delaware
|
$354K
|
+$885
|
+4
|
+0.2%
|
|
