|
1976
|
Lionhunter Capital Management
New York
|
$13.7M
|
+$14.4M
|
+57,480
|
New
|
|
|
1977
|
IFG Advisory
Atlanta,
Georgia
|
$13.7M
|
+$14.3M
|
+56,903
|
+10,161%
|
|
|
1978
|
SOA Wealth Advisors
New York
|
$13.7M
|
-$535K
|
-2,130
|
-3%
|
|
|
1979
|
Tyche Wealth Partners
Plano,
Texas
|
$13.7M
|
-$302K
|
-1,204
|
-2%
|
|
|
1980
|
CVFG LLC
Shelbyville,
Indiana
|
$13.6M
|
-$479K
|
-1,908
|
-3%
|
|
|
1981
|
WESPAC Advisors SoCal
Pasadena,
California
|
$13.5M
|
+$352K
|
+1,401
|
+3%
|
|
|
1982
|
Walter Public Investments
Westmount,
Canada
|
$13.5M
|
-$1.89M
|
-7,514
|
-12%
|
|
|
1983
|
Maridea Wealth Management
Brooklyn,
New York
|
$13.5M
|
+$2.17M
|
+8,630
|
+18%
|
|
|
1984
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$13.5M
|
+$233K
|
+929
|
+2%
|
|
|
1985
|
Titan Wealth
St Peter Port,
|
$13.5M
|
+$315K
|
+1,253
|
+2%
|
|
|
1986
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$13.5M
|
-$524K
|
-2,088
|
-4%
|
|
|
1987
|
Embree Financial Group
Chicago,
Illinois
|
$13.5M
|
+$349K
|
+1,390
|
+3%
|
|
|
1988
|
Wealth Alliance
Mellville,
New York
|
$13.5M
|
-$668K
|
-2,661
|
-4%
|
|
|
1989
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$13.4M
|
-$164K
|
-655
|
-1%
|
|
|
1990
|
Tempo Wealth
Independence,
Ohio
|
$13.4M
|
+$446K
|
+1,776
|
+3%
|
|
|
1991
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$13.4M
|
+$93.4K
|
+372
|
+0.7%
|
|
|
1992
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$13.3M
|
+$14M
|
+55,944
|
New
|
|
|
1993
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$13.3M
|
+$59.5K
|
+237
|
+0.4%
|
|
|
1994
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$13.3M
|
+$209K
|
+832
|
+2%
|
|
|
1995
|
Kerrisdale Advisers
Miami,
Florida
|
$13.3M
|
-$717K
|
-2,855
|
-5%
|
|
|
1996
|
Grant Private Wealth Management
Pleasanton,
California
|
$13.3M
|
+$2.09M
|
+8,325
|
+18%
|
|
|
1997
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$13.3M
|
+$31.9K
|
+127
|
+0.2%
|
|
|
1998
|
RDA Financial Network
Akron,
Iowa
|
$13.3M
|
+$101K
|
+404
|
+0.7%
|
|
|
1999
|
Cercano Management
Bellevue,
Washington
|
$13.3M
|
-$58.4M
|
-232,571
|
-81%
|
|
|
2000
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$13.3M
|
-$310K
|
-1,235
|
-2%
|
|
