|
1976
|
Sterling Financial Planning
Sparta,
New Jersey
|
$551K
|
-$9.46K
|
-166
|
-2%
|
|
|
1977
|
TriaGen Wealth Management
Calabasas,
California
|
$550K
|
–
|
–
|
–
|
|
|
1978
|
Columbia Trust
Portland,
Oregon
|
$549K
|
–
|
–
|
–
|
|
|
1979
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$549K
|
+$69K
|
+1,211
|
+15%
|
|
|
1980
|
Sequoia Financial Advisors
Akron,
Ohio
|
$548K
|
-$4.13M
|
-72,506
|
-89%
|
|
|
1981
|
Navellier & Associates
Reno,
Nevada
|
$547K
|
+$17.1K
|
+300
|
+3%
|
|
|
1982
|
Hohimer Wealth Management
Seattle,
Washington
|
$546K
|
–
|
–
|
–
|
|
|
1983
|
BSW Wealth Partners
Boulder,
Colorado
|
$544K
|
–
|
–
|
–
|
|
|
1984
|
E Fund Management
Guangzhou,
China
|
$543K
|
+$526K
|
+9,233
|
New
|
|
|
1985
|
Lenox Wealth Advisors
New York
|
$539K
|
-$34.6K
|
-607
|
-6%
|
|
|
1986
|
Monte Financial Group
Guilford,
Connecticut
|
$539K
|
-$1.31K
|
-23
|
-0.3%
|
|
|
1987
|
Perkins Coie Trust Company
Seattle,
Washington
|
$539K
|
–
|
–
|
–
|
|
|
1988
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$538K
|
–
|
–
|
–
|
|
|
1989
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$537K
|
-$13.2K
|
-231
|
-2%
|
|
|
1990
|
Outfitter Financial
Brunswick,
Maine
|
$536K
|
-$95.5K
|
-1,675
|
-16%
|
|
|
1991
|
Genesee Capital Advisors
Auburn,
New York
|
$534K
|
+$517K
|
+9,077
|
New
|
|
|
1992
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$532K
|
-$65.2K
|
-1,144
|
-11%
|
|
|
1993
|
Legacy Private Trust
Neenah,
Wisconsin
|
$529K
|
–
|
–
|
–
|
|
|
1994
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$528K
|
+$1.43K
|
+25
|
+0.3%
|
|
|
1995
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$527K
|
-$15.7K
|
-275
|
-3%
|
|
|
1996
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$525K
|
+$16.8K
|
+294
|
+3%
|
|
|
1997
|
Norris Perne & French
Grand Rapids,
Michigan
|
$524K
|
-$252K
|
-4,430
|
-33%
|
|
|
1998
|
Cooke & Bieler
Philadelphia,
Pennsylvania
|
$523K
|
-$22.8K
|
-400
|
-4%
|
|
|
1999
|
Janiczek Wealth Management
Denver,
Colorado
|
$523K
|
-$12K
|
-211
|
-2%
|
|
|
2000
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$523K
|
+$5.98K
|
+105
|
+1%
|
|
