|
1976
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$330K
|
-$44.6K
|
-28
|
-14%
|
|
|
1977
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$328K
|
-$4.78K
|
-3
|
-2%
|
|
|
1978
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$328K
|
+$263K
|
+165
|
New
|
|
|
1979
|
Mosley Wealth Management
Anaheim,
California
|
$326K
|
-$1.37M
|
-861
|
-84%
|
|
|
1980
|
Everpar Advisors
Tulsa,
Oklahoma
|
$326K
|
-$36.6K
|
-23
|
-12%
|
|
|
1981
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$326K
|
–
|
–
|
–
|
|
|
1982
|
West Paces Advisors
Atlanta,
Georgia
|
$326K
|
+$7.96K
|
+5
|
+3%
|
|
|
1983
|
WPG Advisers
Baltimore,
Maryland
|
$326K
|
+$31.8K
|
+20
|
+14%
|
|
|
1984
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$326K
|
+$261K
|
+164
|
New
|
|
|
1985
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$326K
|
-$9.55K
|
-6
|
-4%
|
|
|
1986
|
One Day In July LLC
Burlington,
Vermont
|
$324K
|
-$9.55K
|
-6
|
-4%
|
|
|
1987
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$324K
|
+$259K
|
+163
|
New
|
|
|
1988
|
Wexford Capital
West Palm Beach,
Florida
|
$322K
|
-$25.5K
|
-16
|
-9%
|
|
|
1989
|
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
$322K
|
–
|
–
|
–
|
|
|
1990
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$321K
|
-$1.59K
|
-1
|
-0.6%
|
|
|
1991
|
Intellus Advisors
Naples,
Florida
|
$320K
|
+$256K
|
+161
|
New
|
|
|
1992
|
Liberty Wealth Management
Oakland,
California
|
$320K
|
–
|
–
|
–
|
|
|
1993
|
Integrity Advisory Solutions
Dallas,
Texas
|
$318K
|
+$255K
|
+160
|
New
|
|
|
1994
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$318K
|
-$4.78K
|
-3
|
-2%
|
|
|
1995
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$318K
|
+$255K
|
+160
|
New
|
|
|
1996
|
Putney Financial Group
San Rafael,
California
|
$318K
|
+$255K
|
+160
|
New
|
|
|
1997
|
CLG LLC
Long Beach,
California
|
$317K
|
–
|
–
|
–
|
|
|
1998
|
Cooper Financial Group
Irvine,
California
|
$316K
|
+$253K
|
+159
|
New
|
|
|
1999
|
CX Institutional
Auburn,
Indiana
|
$316K
|
-$27.1K
|
-17
|
-10%
|
|
|
2000
|
Cheviot Value Management
Beverly Hills,
California
|
$314K
|
–
|
–
|
–
|
|
