|
1976
|
LexAurum Advisors
Overland Park,
Kansas
|
$209K
|
+$198K
|
+588
|
New
|
|
|
1977
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$209K
|
+$198K
|
+590
|
New
|
|
|
1978
|
Quest Capital Management
Dallas,
Texas
|
$209K
|
+$198K
|
+590
|
New
|
|
|
1979
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$208K
|
+$197K
|
+586
|
New
|
|
|
1980
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$206K
|
+$195K
|
+579
|
New
|
|
|
1981
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$205K
|
-$93.8K
|
-279
|
-33%
|
|
|
1982
|
Arkos Global Advisors
Houston,
Texas
|
$205K
|
-$51.1K
|
-152
|
-21%
|
|
|
1983
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$205K
|
+$194K
|
+578
|
New
|
|
|
1984
|
Amarillo National Bank
Amarillo,
Texas
|
$205K
|
+$195K
|
+579
|
New
|
|
|
1985
|
Financial Engines Advisors
Santa Clara,
California
|
$204K
|
+$193K
|
+574
|
New
|
|
|
1986
|
Summit Financial Group
Moorefield,
West Virginia
|
$204K
|
+$193K
|
+574
|
New
|
|
|
1987
|
Avenir Corporation
Alexandria,
Virginia
|
$204K
|
+$193K
|
+575
|
New
|
|
|
1988
|
Horizon Kinetics Asset Management
New York
|
$204K
|
+$194K
|
+576
|
New
|
|
|
1989
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$204K
|
+$194K
|
+576
|
New
|
|
|
1990
|
Sutton Wealth Advisors
Tampa,
Florida
|
$203K
|
–
|
–
|
–
|
|
|
1991
|
Charter Research & Investment Group
Southport,
Connecticut
|
$203K
|
+$193K
|
+573
|
New
|
|
|
1992
|
Front Barnett Associates
Chicago,
Illinois
|
$203K
|
+$193K
|
+573
|
New
|
|
|
1993
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$203K
|
+$193K
|
+573
|
New
|
|
|
1994
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$202K
|
-$8.06K
|
-24
|
-4%
|
|
|
1995
|
Leelyn Smith
Geneva,
Illinois
|
$202K
|
–
|
–
|
–
|
|
|
1996
|
Frisch Financial Group
Melville,
New York
|
$202K
|
+$191K
|
+568
|
New
|
|
|
1997
|
G&S Capital
Denver,
Colorado
|
$202K
|
+$191K
|
+568
|
New
|
|
|
1998
|
FAS Wealth Partners
Leawood,
Kansas
|
$202K
|
+$191K
|
+569
|
New
|
|
|
1999
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$200K
|
+$190K
|
+564
|
New
|
|
|
2000
|
Liberty Wealth Management
Oakland,
California
|
$190K
|
-$4.37K
|
-13
|
-2%
|
|
