|
1976
|
EPIQ Partners
Minneapolis,
Minnesota
|
$1.42M
|
–
|
–
|
–
|
|
|
1977
|
Centric Wealth Management
Chicago,
Illinois
|
$1.41M
|
+$1.61K
|
+15
|
+0.1%
|
|
|
1978
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$1.41M
|
-$4.37M
|
-40,818
|
-76%
|
|
|
1979
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$1.41M
|
-$10.7K
|
-100
|
-0.8%
|
|
|
1980
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1.41M
|
+$19K
|
+177
|
+1%
|
|
|
1981
|
Wealth Effects
Boston,
Massachusetts
|
$1.41M
|
+$4.39K
|
+41
|
+0.3%
|
|
|
1982
|
KEB Asset Management
Springfield,
Illinois
|
$1.4M
|
-$1.82K
|
-17
|
-0.1%
|
|
|
1983
|
ARS Investment Partners
New York
|
$1.4M
|
+$944K
|
+8,806
|
+226%
|
|
|
1984
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.4M
|
+$587K
|
+5,478
|
+77%
|
|
|
1985
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.39M
|
+$3.54K
|
+33
|
+0.3%
|
|
|
1986
|
Cypress Wealth Services
Palm Desert,
California
|
$1.39M
|
+$41K
|
+383
|
+3%
|
|
|
1987
|
Menard Financial Group
Houston,
Texas
|
$1.39M
|
-$35.4K
|
-330
|
-3%
|
|
|
1988
|
Capstone Investment Advisors
New York
|
$1.39M
|
+$1.35M
|
+12,569
|
New
|
|
|
1989
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$1.38M
|
+$1.35M
|
+12,556
|
New
|
|
|
1990
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.38M
|
-$21K
|
-196
|
-2%
|
|
|
1991
|
Terril Brothers
St. Louis,
Missouri
|
$1.38M
|
–
|
–
|
–
|
|
|
1992
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$1.38M
|
-$25.7K
|
-240
|
-2%
|
|
|
1993
|
Castellan Group
Louisville,
Kentucky
|
$1.38M
|
-$83K
|
-775
|
-6%
|
|
|
1994
|
Platform Technology Partners
New York
|
$1.38M
|
-$49.8K
|
-465
|
-4%
|
|
|
1995
|
ERn Financial LLC
Middleton,
Wisconsin
|
$1.38M
|
-$52K
|
-485
|
-4%
|
|
|
1996
|
Merriman Wealth Management
Seattle,
Washington
|
$1.38M
|
+$172K
|
+1,605
|
+15%
|
|
|
1997
|
Field & Main Bank
Henderson,
Kentucky
|
$1.38M
|
-$50.9K
|
-475
|
-4%
|
|
|
1998
|
Qsemble Capital Management
New York
|
$1.38M
|
+$1.34M
|
+12,500
|
New
|
|
|
1999
|
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
|
$1.38M
|
-$536
|
-5
|
-0%
|
|
|
2000
|
Athena Investment Management
Orinda,
California
|
$1.38M
|
-$39.3K
|
-367
|
-3%
|
|
