|
1976
|
Corundum Group
Colorado Springs,
Colorado
|
$1.75M
|
-$56.8K
|
-256
|
-3%
|
|
|
1977
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.75M
|
-$201K
|
-906
|
-9%
|
|
|
1978
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.75M
|
+$27.1K
|
+122
|
+2%
|
|
|
1979
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.75M
|
-$51.9K
|
-234
|
-3%
|
|
|
1980
|
Algert Global
San Francisco,
California
|
$1.74M
|
-$481K
|
-2,170
|
-21%
|
|
|
1981
|
|
$1.74M
|
-$3.73M
|
-16,800
|
-68%
|
|
|
1982
|
Wealth Intelligence
Columbus,
Georgia
|
$1.74M
|
+$243K
|
+1,097
|
+16%
|
|
|
1983
|
MJP Associates
Farmington,
Connecticut
|
$1.74M
|
+$37.9K
|
+171
|
+2%
|
|
|
1984
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$1.74M
|
+$63K
|
+284
|
+4%
|
|
|
1985
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$1.74M
|
-$82.5K
|
-372
|
-4%
|
|
|
1986
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.73M
|
-$9.76K
|
-44
|
-0.5%
|
|
|
1987
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$1.73M
|
+$241K
|
+1,088
|
+16%
|
|
|
1988
|
S-Bank Fund Management
Helsinki,
Finland
|
$1.73M
|
-$65.7K
|
-296
|
-4%
|
|
|
1989
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$1.73M
|
-$225K
|
-1,016
|
-11%
|
|
|
1990
|
Mendel Capital Management
Little Rock,
Arkansas
|
$1.73M
|
+$1.76M
|
+7,939
|
New
|
|
|
1991
|
|
$1.72M
|
+$109K
|
+491
|
+7%
|
|
|
1992
|
High Note Wealth
Deephaven,
Minnesota
|
$1.72M
|
-$86.7K
|
-391
|
-5%
|
|
|
1993
|
World Equity Group
Schaumburg,
Illinois
|
$1.71M
|
+$20.2K
|
+91
|
+1%
|
|
|
1994
|
Crédit Industriel et Commercial
Paris France,
France
|
$1.71M
|
+$1.75M
|
+7,875
|
New
|
|
|
1995
|
Drake & Associates
Waukesha,
Wisconsin
|
$1.71M
|
-$9.1K
|
-41
|
-0.5%
|
|
|
1996
|
Elevate Capital Advisors
Eagle,
Colorado
|
$1.71M
|
-$156K
|
-702
|
-8%
|
|
|
1997
|
Parrish Capital
Kennesaw,
Georgia
|
$1.71M
|
-$93.6K
|
-422
|
-5%
|
|
|
1998
|
Quest Investment Management
Lake Oswego,
Oregon
|
$1.7M
|
+$1.74M
|
+7,824
|
New
|
|
|
1999
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.7M
|
-$26.2K
|
-118
|
-1%
|
|
|
2000
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.7M
|
+$59.2K
|
+267
|
+4%
|
|
