|
1976
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$423K
|
+$19.4K
|
+190
|
+5%
|
|
|
1977
|
Client 1st Advisory Group
Dunedin,
Florida
|
$423K
|
+$29.4K
|
+288
|
+7%
|
|
|
1978
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$422K
|
-$26.1K
|
-256
|
-6%
|
|
|
1979
|
McDonald Partners
Cleveland,
Ohio
|
$422K
|
-$6.73K
|
-66
|
-1%
|
|
|
1980
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$421K
|
-$2.45K
|
-24
|
-0.5%
|
|
|
1981
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$421K
|
-$19.1K
|
-187
|
-4%
|
|
|
1982
|
Jupiter Wealth Management
Glendale,
Colorado
|
$421K
|
-$208K
|
-2,045
|
-32%
|
|
|
1983
|
Orca Investment Management
Roseburg,
Oregon
|
$421K
|
-$6.73K
|
-66
|
-1%
|
|
|
1984
|
|
$420K
|
-$422K
|
-4,144
|
-49%
|
|
|
1985
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$419K
|
+$120K
|
+1,173
|
+37%
|
|
|
1986
|
Zacks Investment Management
Chicago,
Illinois
|
$419K
|
+$23K
|
+226
|
+5%
|
|
|
1987
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$418K
|
–
|
–
|
–
|
|
|
1988
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$418K
|
-$88.7K
|
-870
|
-17%
|
|
|
1989
|
One Wealth Advisors
San Francisco,
California
|
$418K
|
+$19.5K
|
+191
|
+5%
|
|
|
1990
|
Physician Wealth Advisors
Midvale,
Utah
|
$418K
|
+$17.1K
|
+168
|
+4%
|
|
|
1991
|
Wright Investors Service
Shelton,
Connecticut
|
$418K
|
-$1.22K
|
-12
|
-0.3%
|
|
|
1992
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$417K
|
-$130K
|
-1,273
|
-23%
|
|
|
1993
|
55 North Private Wealth
Winter Park,
Florida
|
$415K
|
+$74.7K
|
+733
|
+20%
|
|
|
1994
|
Salomon & Ludwin
Richmond,
Virginia
|
$415K
|
+$48.8K
|
+479
|
+12%
|
|
|
1995
|
Alesco Advisors
Pittsford,
New York
|
$415K
|
+$34.8K
|
+341
|
+9%
|
|
|
1996
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$414K
|
–
|
–
|
–
|
|
|
1997
|
Westwood Holdings Group
Dallas,
Texas
|
$414K
|
-$2.08M
|
-20,431
|
-83%
|
|
|
1998
|
LifeWealth Investments
Winter Garden,
Florida
|
$413K
|
-$52.4K
|
-514
|
-11%
|
|
|
1999
|
Bull Harbor Capital
Bethesda,
Maryland
|
$413K
|
+$62.9K
|
+617
|
+17%
|
|
|
2000
|
Keebeck Wealth Management
Chicago,
Illinois
|
$410K
|
+$149K
|
+1,461
|
+53%
|
|
