|
1976
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.26M
|
-$87.7K
|
-550
|
-6%
|
|
|
1977
|
Addison Capital
Conshohocken,
Pennsylvania
|
$1.25M
|
+$118K
|
+742
|
+10%
|
|
|
1978
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$1.25M
|
-$21.2K
|
-133
|
-2%
|
|
|
1979
|
My Legacy Advisors
Bend,
Oregon
|
$1.25M
|
-$19K
|
-119
|
-1%
|
|
|
1980
|
Calton & Associates
Tampa,
Florida
|
$1.24M
|
-$168K
|
-1,051
|
-12%
|
|
|
1981
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$1.24M
|
+$920K
|
+5,770
|
+268%
|
|
|
1982
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.24M
|
+$46.9K
|
+294
|
+4%
|
|
|
1983
|
Argus Investors Counsel
New York
|
$1.24M
|
-$19.8K
|
-124
|
-2%
|
|
|
1984
|
Apeiron RIA
Dallas,
Texas
|
$1.24M
|
+$5.9K
|
+37
|
+0.5%
|
|
|
1985
|
Doliver Advisors
Houston,
Texas
|
$1.24M
|
-$8.61K
|
-54
|
-0.7%
|
|
|
1986
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$1.24M
|
+$121K
|
+759
|
+11%
|
|
|
1987
|
E&G Advisors
Houston,
Texas
|
$1.24M
|
–
|
–
|
–
|
|
|
1988
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$1.23M
|
-$21K
|
-132
|
-2%
|
|
|
1989
|
Apella Capital
West Hartford,
Connecticut
|
$1.23M
|
+$78K
|
+489
|
+6%
|
|
|
1990
|
Vicus Capital
State College,
Pennsylvania
|
$1.23M
|
-$37.8K
|
-237
|
-3%
|
|
|
1991
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$1.22M
|
-$660K
|
-4,140
|
-35%
|
|
|
1992
|
Ackerman Capital Advisors
Dallas,
Texas
|
$1.22M
|
+$15.9K
|
+100
|
+1%
|
|
|
1993
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.22M
|
-$2.87K
|
-18
|
-0.2%
|
|
|
1994
|
Court Place Advisors
Ellicott City,
Maryland
|
$1.22M
|
+$130K
|
+815
|
+12%
|
|
|
1995
|
WMS Partners
Towson,
Maryland
|
$1.22M
|
+$52.9K
|
+332
|
+4%
|
|
|
1996
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
$1.22M
|
+$4.15K
|
+26
|
+0.3%
|
|
|
1997
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$1.22M
|
–
|
–
|
–
|
|
|
1998
|
Ransom Advisory
Providence,
Rhode Island
|
$1.21M
|
+$23.9K
|
+150
|
+2%
|
|
|
1999
|
World Equity Group
Schaumburg,
Illinois
|
$1.21M
|
-$1.13M
|
-7,094
|
-48%
|
|
|
2000
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$1.2M
|
-$81.8K
|
-513
|
-6%
|
|
