|
1976
|
Capital Advantage
Walnut Creek,
California
|
$529K
|
+$65.5K
|
+1,471
|
+12%
|
|
|
1977
|
CRA Financial Services
Northfield,
New Jersey
|
$528K
|
-$102K
|
-2,283
|
-14%
|
|
|
1978
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$527K
|
-$128K
|
-2,884
|
-17%
|
|
|
1979
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$527K
|
-$52.7K
|
-1,183
|
-8%
|
|
|
1980
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$527K
|
-$34.2K
|
-768
|
-5%
|
|
|
1981
|
Clean Yield Group
Norwich,
Vermont
|
$525K
|
-$189K
|
-4,242
|
-23%
|
|
|
1982
|
Augustine Asset Management
Jacksonville,
Florida
|
$524K
|
+$2.36K
|
+53
|
+0.4%
|
|
|
1983
|
Patron Partners
Houston,
Texas
|
$524K
|
+$39.4K
|
+884
|
+7%
|
|
|
1984
|
Sargent Investment Group
Bethesda,
Maryland
|
$523K
|
-$8.91K
|
-200
|
-1%
|
|
|
1985
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$522K
|
-$44.4K
|
-998
|
-7%
|
|
|
1986
|
Bridgefront Capital
Austin,
Texas
|
$522K
|
+$77.1K
|
+1,732
|
+14%
|
|
|
1987
|
Abacus Planning Group
Columbia,
South Carolina
|
$522K
|
+$180K
|
+4,041
|
+42%
|
|
|
1988
|
|
$520K
|
+$4.01K
|
+90
|
+0.7%
|
|
|
1989
|
Davidson Trust Company
Seattle,
Washington
|
$519K
|
-$54.9K
|
-1,233
|
-8%
|
|
|
1990
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$519K
|
+$109K
|
+2,439
|
+22%
|
|
|
1991
|
Strong Tower Advisory Services
Minneapolis,
Minnesota
|
$518K
|
-$62.8K
|
-1,410
|
-9%
|
|
|
1992
|
Palumbo Wealth Management
Great Neck,
New York
|
$518K
|
+$12.5K
|
+281
|
+2%
|
|
|
1993
|
S&CO Inc
Boston,
Massachusetts
|
$516K
|
–
|
–
|
–
|
|
|
1994
|
Gryphon Financial Partners
Columbus,
Ohio
|
$515K
|
-$134K
|
-3,019
|
-18%
|
|
|
1995
|
Mystic Asset Management
Warwick,
Rhode Island
|
$515K
|
-$103K
|
-2,305
|
-15%
|
|
|
1996
|
Accel Wealth Management
Waverly,
Iowa
|
$515K
|
-$32.2K
|
-722
|
-5%
|
|
|
1997
|
ETF Managers Group
Summit,
New Jersey
|
$515K
|
+$28.5K
|
+639
|
+5%
|
|
|
1998
|
Richmond Brothers
Jackson,
Michigan
|
$514K
|
-$25K
|
-561
|
-4%
|
|
|
1999
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$514K
|
-$22K
|
-493
|
-4%
|
|
|
2000
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$514K
|
–
|
–
|
–
|
|
