|
1976
|
Bell Investment Advisors
Oakland,
California
|
$190K
|
+$1.58K
|
+4
|
+0.8%
|
|
|
1977
|
Munich Reinsurance
Munich,
|
$186K
|
-$3.62M
|
-9,140
|
-95%
|
|
|
1978
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$186K
|
-$34.4K
|
-87
|
-16%
|
|
|
1979
|
Evermay Wealth Management
Arlington,
Virginia
|
$186K
|
+$26.5K
|
+67
|
+17%
|
|
|
1980
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$185K
|
-$13.1K
|
-33
|
-7%
|
|
|
1981
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$184K
|
–
|
–
|
–
|
|
|
1982
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$180K
|
+$180K
|
+454
|
New
|
|
|
1983
|
Hollencrest Capital Management
Newport Beach,
California
|
$176K
|
-$258K
|
-651
|
-60%
|
|
|
1984
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$173K
|
-$31.7K
|
-80
|
-16%
|
|
|
1985
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$173K
|
–
|
–
|
–
|
|
|
1986
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$171K
|
–
|
–
|
–
|
|
|
1987
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$168K
|
-$5.54K
|
-14
|
-3%
|
|
|
1988
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$168K
|
+$10.3K
|
+26
|
+7%
|
|
|
1989
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$167K
|
+$178K
|
+450
|
New
|
|
|
1990
|
Institute for Wealth Management
Denver,
Colorado
|
$167K
|
+$166K
|
+419
|
New
|
|
|
1991
|
Tripletail Wealth Management
Orlando,
Florida
|
$166K
|
-$7.12K
|
-18
|
-4%
|
|
|
1992
|
GFG Capital
Miami,
Florida
|
$160K
|
+$159K
|
+402
|
New
|
|
|
1993
|
GW&K Investment Management
Boston,
Massachusetts
|
$156K
|
-$3.17K
|
-8
|
-2%
|
|
|
1994
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$156K
|
–
|
–
|
–
|
|
|
1995
|
Bruce G. Allen Investments
Denver,
Colorado
|
$154K
|
-$28.5K
|
-72
|
-16%
|
|
|
1996
|
CVA Family Office
Denver,
Colorado
|
$153K
|
+$7.12K
|
+18
|
+5%
|
|
|
1997
|
WPG Advisers
Baltimore,
Maryland
|
$153K
|
+$21K
|
+53
|
+16%
|
|
|
1998
|
SouthState Corp
Winter Haven,
Florida
|
$153K
|
-$26.5K
|
-67
|
-15%
|
|
|
1999
|
PFS Partners
Mine Hill,
New Jersey
|
$150K
|
+$396
|
+1
|
+0.3%
|
|
|
2000
|
High Note Wealth
Deephaven,
Minnesota
|
$149K
|
-$396
|
-1
|
-0.3%
|
|
