|
1976
|
Calton & Associates
Tampa,
Florida
|
$1.22M
|
-$318K
|
-1,785
|
-20%
|
|
|
1977
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.22M
|
+$392K
|
+2,202
|
+44%
|
|
|
1978
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.21M
|
-$891
|
-5
|
-0.1%
|
|
|
1979
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.21M
|
-$1.6K
|
-9
|
-0.1%
|
|
|
1980
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.21M
|
-$19.8K
|
-111
|
-2%
|
|
|
1981
|
Crew Capital Management
Cincinnati,
Ohio
|
$1.21M
|
–
|
–
|
–
|
|
|
1982
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.21M
|
+$19.3K
|
+108
|
+2%
|
|
|
1983
|
Allen Investment Management
New York
|
$1.21M
|
+$518K
|
+2,905
|
+69%
|
|
|
1984
|
Legacy Bridge
West Des Moines,
Iowa
|
$1.21M
|
+$13.4K
|
+75
|
+1%
|
|
|
1985
|
Menard Financial Group
Houston,
Texas
|
$1.2M
|
+$133K
|
+747
|
+12%
|
|
|
1986
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
$1.2M
|
-$20.1M
|
-113,008
|
-94%
|
|
|
1987
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$1.2M
|
+$2.5K
|
+14
|
+0.2%
|
|
|
1988
|
Soltis Investment Advisors
St. George,
Utah
|
$1.2M
|
+$32.4K
|
+182
|
+3%
|
|
|
1989
|
Financial Partners Capital Management
New York
|
$1.2M
|
-$36.9K
|
-207
|
-3%
|
|
|
1990
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.2M
|
+$26.7K
|
+150
|
+2%
|
|
|
1991
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$1.2M
|
+$54.2K
|
+304
|
+4%
|
|
|
1992
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.2M
|
-$80.4K
|
-451
|
-6%
|
|
|
1993
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.2M
|
+$82.2K
|
+461
|
+7%
|
|
|
1994
|
LifeSteps Financial
Claremont,
California
|
$1.19M
|
-$1.6K
|
-9
|
-0.1%
|
|
|
1995
|
AdvisorShares Investments
Bethesda,
Maryland
|
$1.19M
|
+$45.6K
|
+256
|
+4%
|
|
|
1996
|
Landaas & Company
Milwaukee,
Wisconsin
|
$1.19M
|
–
|
–
|
–
|
|
|
1997
|
Grace Capital
Quincy,
Massachusetts
|
$1.19M
|
+$230K
|
+1,293
|
+23%
|
|
|
1998
|
|
$1.19M
|
+$891
|
+5
|
+0.1%
|
|
|
1999
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.19M
|
-$15.7K
|
-88
|
-1%
|
|
|
2000
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.18M
|
+$32.3K
|
+181
|
+3%
|
|
