|
1976
|
Angeles Investment Advisors
Santa Monica,
California
|
$258K
|
-$22K
|
-153
|
-7%
|
|
|
1977
|
Oxford Financial Group
Carmel,
Indiana
|
$258K
|
-$46.9K
|
-326
|
-13%
|
|
|
1978
|
Mairs & Power Inc
St Paul,
Minnesota
|
$258K
|
+$66.2K
|
+460
|
+27%
|
|
|
1979
|
International Private Wealth Advisors
San Diego,
California
|
$258K
|
+$307K
|
+2,132
|
New
|
|
|
1980
|
VisionPoint Advisory Group
Dallas,
Texas
|
$257K
|
-$134K
|
-929
|
-30%
|
|
|
1981
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$257K
|
+$307K
|
+2,131
|
New
|
|
|
1982
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$256K
|
-$23K
|
-160
|
-7%
|
|
|
1983
|
Central Bank & Trust
Lexington,
Kentucky
|
$255K
|
–
|
–
|
–
|
|
|
1984
|
Whalerock Point Partners
Providence,
Rhode Island
|
$255K
|
–
|
–
|
–
|
|
|
1985
|
SNS Financial Group
Minneapolis,
Minnesota
|
$255K
|
+$288
|
+2
|
+0.1%
|
|
|
1986
|
Independent Wealth Network
Urbandale,
Iowa
|
$255K
|
-$2.16K
|
-15
|
-0.7%
|
|
|
1987
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$254K
|
+$303K
|
+2,105
|
New
|
|
|
1988
|
Webster Bank
Waterbury,
Connecticut
|
$254K
|
+$15.4K
|
+107
|
+5%
|
|
|
1989
|
Serenus Wealth Advisors
Santa Monica,
California
|
$254K
|
+$303K
|
+2,103
|
New
|
|
|
1990
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$254K
|
-$3.6K
|
-25
|
-1%
|
|
|
1991
|
Shufro Rose & Co
New York
|
$254K
|
+$71.9K
|
+500
|
+31%
|
|
|
1992
|
Investment Advisory Group
Hanover,
Massachusetts
|
$253K
|
+$5.9K
|
+41
|
+2%
|
|
|
1993
|
Five Oceans Advisors
Santa Monica,
California
|
$253K
|
+$3.74K
|
+26
|
+1%
|
|
|
1994
|
Well Done LLC
Holland,
Michigan
|
$252K
|
–
|
–
|
–
|
|
|
1995
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$252K
|
+$41.3K
|
+287
|
+16%
|
|
|
1996
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$251K
|
-$6.47K
|
-45
|
-2%
|
|
|
1997
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$251K
|
-$676K
|
-4,697
|
-69%
|
|
|
1998
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$250K
|
+$11.4K
|
+79
|
+4%
|
|
|
1999
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$250K
|
+$298K
|
+2,072
|
New
|
|
|
2000
|
Colonial River Investments
Midlothian,
Virginia
|
$250K
|
-$30.6K
|
-213
|
-9%
|
|
