|
1976
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$3.91M
|
-$282K
|
-575
|
-7%
|
|
|
1977
|
Childress Capital Advisors
Houston,
Texas
|
$3.9M
|
-$262K
|
-533
|
-6%
|
|
|
1978
|
Novem Group
Rochester,
New York
|
$3.9M
|
-$114K
|
-232
|
-3%
|
|
|
1979
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$3.9M
|
+$1.34M
|
+2,725
|
+50%
|
|
|
1980
|
Tempo Wealth
Independence,
Ohio
|
$3.9M
|
+$133K
|
+271
|
+3%
|
|
|
1981
|
Activest Wealth Management
Aventure,
Florida
|
$3.89M
|
+$1.75M
|
+3,572
|
+78%
|
|
|
1982
|
Freemont Management
Vaud,
Switzerland
|
$3.88M
|
-$393K
|
-800
|
-9%
|
|
|
1983
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$3.87M
|
-$895K
|
-1,824
|
-18%
|
|
|
1984
|
Rise Advisors
Rochester,
New York
|
$3.87M
|
-$354K
|
-721
|
-8%
|
|
|
1985
|
Fund Advisors of America Inc
Orland,
Florida
|
$3.87M
|
-$691K
|
-1,407
|
-15%
|
|
|
1986
|
Nitor Capital Management
Englewood Cliffs,
New Jersey
|
$3.87M
|
+$1.23M
|
+2,500
|
+45%
|
|
|
1987
|
FWL Investment Management
Dallas,
Texas
|
$3.87M
|
+$10.8K
|
+22
|
+0.3%
|
|
|
1988
|
NTV Asset Management
Charleston,
West Virginia
|
$3.87M
|
-$49.1K
|
-100
|
-1%
|
|
|
1989
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$3.86M
|
+$975K
|
+1,986
|
+33%
|
|
|
1990
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$3.86M
|
+$88.9K
|
+181
|
+2%
|
|
|
1991
|
Chapin Davis
Baltimore,
Maryland
|
$3.86M
|
+$129K
|
+262
|
+3%
|
|
|
1992
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$3.86M
|
-$39.8K
|
-81
|
-1%
|
|
|
1993
|
Arlington Trust
Birmingham,
Alabama
|
$3.85M
|
-$6.58M
|
-13,413
|
-63%
|
|
|
1994
|
Pullen Investment Management
Bradenton,
Florida
|
$3.84M
|
-$148K
|
-302
|
-4%
|
|
|
1995
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$3.84M
|
-$327K
|
-667
|
-8%
|
|
|
1996
|
Oak Family Advisors
Chicago,
Illinois
|
$3.84M
|
-$42.2K
|
-86
|
-1%
|
|
|
1997
|
Addison Advisors
Middlebury,
Vermont
|
$3.83M
|
-$2.94K
|
-6
|
-0.1%
|
|
|
1998
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$3.83M
|
+$490K
|
+998
|
+14%
|
|
|
1999
|
Insight Advisors
Newtown,
Pennsylvania
|
$3.82M
|
-$81K
|
-165
|
-2%
|
|
|
2000
|
|
$3.82M
|
-$32.1M
|
-65,334
|
-89%
|
|
