|
1976
|
Citizens Business Bank
Ontario,
California
|
$21.4M
|
-$105K
|
-366
|
-0.5%
|
|
|
1977
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$21.4M
|
+$1.81M
|
+6,339
|
+9%
|
|
|
1978
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$21.4M
|
+$412K
|
+1,440
|
+2%
|
|
|
1979
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$21.4M
|
-$597K
|
-2,087
|
-3%
|
|
|
1980
|
Consilium Wealth Advisory
Richardson,
Texas
|
$21.3M
|
-$1.05M
|
-3,674
|
-5%
|
|
|
1981
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$21.3M
|
-$405K
|
-1,416
|
-2%
|
|
|
1982
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$21.3M
|
-$76.9K
|
-269
|
-0.4%
|
|
|
1983
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$21.3M
|
-$159K
|
-555
|
-0.8%
|
|
|
1984
|
Allied Private Wealth
Boca Raton,
Florida
|
$21.2M
|
+$19.4M
|
+67,800
|
New
|
|
|
1985
|
|
$21.2M
|
-$1.47M
|
-5,132
|
-7%
|
|
|
1986
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$21.2M
|
+$118K
|
+411
|
+0.6%
|
|
|
1987
|
Montis Financial
Waltham,
Massachusetts
|
$21.2M
|
+$167K
|
+583
|
+0.8%
|
|
|
1988
|
McDonough Capital Management
Orlando,
Florida
|
$21.2M
|
-$56.5M
|
-197,388
|
-53%
|
|
|
1989
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$21.1M
|
-$44.6K
|
-156
|
-0.2%
|
|
|
1990
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$21.1M
|
-$49.5K
|
-173
|
-0.2%
|
|
|
1991
|
Burford Brothers
Dallas,
Texas
|
$21.1M
|
+$370K
|
+1,294
|
+2%
|
|
|
1992
|
Stablepoint Partners
Braintree,
Massachusetts
|
$21M
|
-$184K
|
-644
|
-0.9%
|
|
|
1993
|
London & Capital Asset Management
London,
United Kingdom
|
$21M
|
-$7.59M
|
-26,547
|
-27%
|
|
|
1994
|
Retail Employees Superannuation Trust
Sydney,
|
$21M
|
-$17.1M
|
-59,738
|
-45%
|
|
|
1995
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$21M
|
+$1.88M
|
+6,562
|
+10%
|
|
|
1996
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$21M
|
-$1.22M
|
-4,270
|
-6%
|
|
|
1997
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$20.9M
|
+$12.3K
|
+43
|
+0.1%
|
|
|
1998
|
Aviso Wealth Management
Bellevue,
Washington
|
$20.9M
|
-$74.9K
|
-262
|
-0.4%
|
|
|
1999
|
FLC Capital Advisors
Palm Desert,
California
|
$20.9M
|
-$2.55M
|
-8,913
|
-11%
|
|
|
2000
|
Manhattan West Asset Management
Los Angeles,
California
|
$20.9M
|
+$1.91M
|
+6,692
|
+10%
|
|
