|
1976
|
INVST
Indianapolis,
Indiana
|
$467K
|
+$8.92K
|
+17
|
+2%
|
|
|
1977
|
Pursue Wealth Partners
Clayton,
California
|
$467K
|
+$480K
|
+915
|
New
|
|
|
1978
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$466K
|
–
|
–
|
–
|
|
|
1979
|
New Republic Capital
Charlotte,
North Carolina
|
$464K
|
-$53K
|
-101
|
-10%
|
|
|
1980
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$461K
|
-$10.5K
|
-20
|
-2%
|
|
|
1981
|
Concord Wealth Partners
Abingdon,
Virginia
|
$461K
|
+$347K
|
+662
|
+274%
|
|
|
1982
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$460K
|
+$9.44K
|
+18
|
+2%
|
|
|
1983
|
Seven Mile Advisory
Ewing,
New Jersey
|
$459K
|
-$3.15K
|
-6
|
-0.7%
|
|
|
1984
|
Paladin Advisory Group
Clive,
Iowa
|
$459K
|
–
|
–
|
–
|
|
|
1985
|
West Family Investments
Carlsbad,
California
|
$459K
|
–
|
–
|
–
|
|
|
1986
|
Paradigm Asset Management
New York
|
$459K
|
–
|
–
|
–
|
|
|
1987
|
Ted Buchan & Co
San Diego,
California
|
$459K
|
+$59.8K
|
+114
|
+15%
|
|
|
1988
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$458K
|
-$23.6K
|
-45
|
-5%
|
|
|
1989
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$458K
|
+$472K
|
+899
|
New
|
|
|
1990
|
NWAM LLC
Mercer Island,
Washington
|
$458K
|
-$89.2K
|
-170
|
-16%
|
|
|
1991
|
|
$455K
|
–
|
–
|
–
|
|
|
1992
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$454K
|
–
|
–
|
–
|
|
|
1993
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$453K
|
–
|
–
|
–
|
|
|
1994
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$452K
|
+$10.5K
|
+20
|
+2%
|
|
|
1995
|
Magellan Asset Management
Sydney,
Australia
|
$451K
|
+$16.8K
|
+32
|
+4%
|
|
|
1996
|
Aveo Capital Partners
Englewood,
Colorado
|
$449K
|
-$57.7K
|
-110
|
-11%
|
|
|
1997
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$447K
|
+$16.3K
|
+31
|
+4%
|
|
|
1998
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$444K
|
-$46.2K
|
-88
|
-9%
|
|
|
1999
|
Prelude Capital Management
New York
|
$444K
|
-$311K
|
-592
|
-40%
|
|
|
2000
|
Oakworth Capital
Birmingham,
Alabama
|
$442K
|
-$24.7K
|
-47
|
-5%
|
|
