|
1976
|
Proficio Capital Partners
Newton,
Massachusetts
|
$294K
|
-$4.86K
|
-108
|
-2%
|
|
|
1977
|
BOK Financial Private Wealth
Denver,
Colorado
|
$294K
|
+$1.03K
|
+23
|
+0.4%
|
|
|
1978
|
Omnia Family Wealth
Aventura,
Florida
|
$293K
|
-$6.66K
|
-148
|
-2%
|
|
|
1979
|
Flaharty Asset Management
Clearwater,
Florida
|
$293K
|
–
|
–
|
–
|
|
|
1980
|
Keel Point
Huntsville,
Alabama
|
$292K
|
-$160K
|
-3,550
|
-37%
|
|
|
1981
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$292K
|
–
|
–
|
–
|
|
|
1982
|
REDW Wealth
Albuquerque,
New Mexico
|
$291K
|
–
|
–
|
–
|
|
|
1983
|
Peninsula Wealth
San Francisco,
California
|
$289K
|
+$2.11K
|
+47
|
+0.8%
|
|
|
1984
|
Baxter Bros Inc
Riverside,
Connecticut
|
$289K
|
+$28.7K
|
+639
|
+12%
|
|
|
1985
|
Valicenti Advisory Services
Elmira,
New York
|
$288K
|
–
|
–
|
–
|
|
|
1986
|
JOYN Advisors
Atlanta,
Georgia
|
$288K
|
+$39.5K
|
+879
|
+17%
|
|
|
1987
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$286K
|
-$22.8K
|
-506
|
-8%
|
|
|
1988
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$286K
|
-$6.43K
|
-143
|
-2%
|
|
|
1989
|
Wealth Architects
Mountain View,
California
|
$286K
|
+$9.31K
|
+207
|
+4%
|
|
|
1990
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$286K
|
+$45.2K
|
+1,005
|
+21%
|
|
|
1991
|
Loeb Partners Corp
New York
|
$285K
|
-$250K
|
-5,550
|
-49%
|
|
|
1992
|
Jones Financial Companies
Des Peres,
Missouri
|
$285K
|
+$29.4K
|
+653
|
+13%
|
|
|
1993
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$285K
|
+$263K
|
+5,853
|
New
|
|
|
1994
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$283K
|
-$334K
|
-7,428
|
-56%
|
|
|
1995
|
Unio Capital
Princeton,
New Jersey
|
$283K
|
-$4.5K
|
-100
|
-2%
|
|
|
1996
|
Lesa Sroufe & Co
Seattle,
Washington
|
$283K
|
–
|
–
|
–
|
|
|
1997
|
Gladius Capital Management
Chicago,
Illinois
|
$282K
|
-$684K
|
-15,214
|
-72%
|
|
|
1998
|
Norway Savings Bank
Portland,
Maine
|
$282K
|
+$33.1K
|
+736
|
+15%
|
|
|
1999
|
Paulson Wealth Management
Wheaton,
Illinois
|
$279K
|
+$990
|
+22
|
+0.4%
|
|
|
2000
|
Cardan Capital Partners
Denver,
Colorado
|
$277K
|
–
|
–
|
–
|
|
