|
1976
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
6,37 Mio. $
|
-1,98 Mio. $
|
-5.534
|
-23 %
|
|
|
1977
|
Winthrop Advisory Group
Boston,
Massachusetts
|
6,37 Mio. $
|
-119.368 $
|
-334
|
-2 %
|
|
|
1978
|
Trust Point Inc
La Crosse,
Wisconsin
|
6,35 Mio. $
|
+141.884 $
|
+397
|
+2 %
|
|
|
1979
|
Quaker Wealth Management
Moorestown,
New Jersey
|
6,35 Mio. $
|
+40.385 $
|
+113
|
+0,6 %
|
|
|
1980
|
BIP Wealth
Atlanta,
Georgia
|
6,35 Mio. $
|
+2,2 Mio. $
|
+6.149
|
+52 %
|
|
|
1981
|
Aviance Capital Partners
Naples,
Florida
|
6,34 Mio. $
|
-164.042 $
|
-459
|
-2 %
|
|
|
1982
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
6,34 Mio. $
|
-52.536 $
|
-147
|
-0,8 %
|
|
|
1983
|
Sentinus LLC
Oak Brook,
Illinois
|
6,34 Mio. $
|
+505.708 $
|
+1.415
|
+9 %
|
|
|
1984
|
Strata Wealth Advisors
Dallas,
Texas
|
6,33 Mio. $
|
+106.502 $
|
+298
|
+2 %
|
|
|
1985
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
6,33 Mio. $
|
-214.792 $
|
-601
|
-3 %
|
|
|
1986
|
New Capital Management
Houston,
Texas
|
6,32 Mio. $
|
-13.223 $
|
-37
|
-0,2 %
|
|
|
1987
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
6,32 Mio. $
|
-119.726 $
|
-335
|
-2 %
|
|
|
1988
|
Westview Investment Advisors
Burlington,
Vermont
|
6,31 Mio. $
|
-242.311 $
|
-678
|
-4 %
|
|
|
1989
|
Ayrshire Capital Management
Westport,
Connecticut
|
6,3 Mio. $
|
+1,38 Mio. $
|
+3.868
|
+28 %
|
|
|
1990
|
Brown Financial Advisors
Milford,
Ohio
|
6,29 Mio. $
|
-334.875 $
|
-937
|
-5 %
|
|
|
1991
|
Tradition Wealth Management
Edina,
Minnesota
|
6,28 Mio. $
|
+255.892 $
|
+716
|
+4 %
|
|
|
1992
|
KLCM Advisors
Milwaukee,
Wisconsin
|
6,28 Mio. $
|
-118.296 $
|
-331
|
-2 %
|
|
|
1993
|
American National Bank & Trust
Wichita Falls,
Texas
|
6,28 Mio. $
|
+18.227 $
|
+51
|
+0,3 %
|
|
|
1994
|
Journey Advisory Group
Covington,
Kentucky
|
6,26 Mio. $
|
+933.147 $
|
+2.611
|
+17 %
|
|
|
1995
|
Drive Wealth Management
Lehi,
Utah
|
6,26 Mio. $
|
+295.205 $
|
+826
|
+5 %
|
|
|
1996
|
Lavaca Capital
Houston,
Texas
|
6,26 Mio. $
|
+331.301 $
|
+927
|
+6 %
|
|
|
1997
|
Clayton Partners
Berkeley,
California
|
6,26 Mio. $
|
-764.101 $
|
-2.138
|
-11 %
|
|
|
1998
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
6,24 Mio. $
|
+115.437 $
|
+323
|
+2 %
|
|
|
1999
|
Sand Hill Global Advisors
Palo Alto,
California
|
6,24 Mio. $
|
-75.052 $
|
-210
|
-1 %
|
|
|
2000
|
Jeppson Wealth Management
Manhattan Beach,
California
|
6,24 Mio. $
|
-196.207 $
|
-549
|
-3 %
|
|
