|
1976
|
West Coast Financial
Santa Barbara,
California
|
$753K
|
-$42.2K
|
-404
|
-6%
|
|
|
1977
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$752K
|
-$7.63K
|
-73
|
-1%
|
|
|
1978
|
Mason & Associates (California)
Los Angeles,
California
|
$751K
|
–
|
–
|
–
|
|
|
1979
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$751K
|
+$418
|
+4
|
+0.1%
|
|
|
1980
|
Coastwise Capital Group
La Jolla,
California
|
$749K
|
-$65.7K
|
-629
|
-9%
|
|
|
1981
|
|
$748K
|
–
|
–
|
–
|
|
|
1982
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$748K
|
+$280K
|
+2,683
|
+78%
|
|
|
1983
|
Elevated Capital Advisors
Sandy,
Utah
|
$747K
|
+$30.4K
|
+291
|
+5%
|
|
|
1984
|
Grove Bank & Trust
Miami,
Florida
|
$746K
|
-$19.8K
|
-190
|
-3%
|
|
|
1985
|
FDx Advisors
Chicago,
Illinois
|
$745K
|
-$1.96M
|
-18,748
|
-75%
|
|
|
1986
|
VisionPoint Advisory Group
Dallas,
Texas
|
$742K
|
+$112K
|
+1,070
|
+21%
|
|
|
1987
|
Quadcap Wealth Management
Frisco,
Texas
|
$740K
|
+$30.3K
|
+290
|
+5%
|
|
|
1988
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$739K
|
–
|
–
|
–
|
|
|
1989
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$735K
|
+$1.99K
|
+19
|
+0.3%
|
|
|
1990
|
Regents of the University of California
Oakland,
California
|
$734K
|
–
|
–
|
–
|
|
|
1991
|
Drive Wealth Management
Lehi,
Utah
|
$732K
|
-$104K
|
-997
|
-14%
|
|
|
1992
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$732K
|
+$17.2K
|
+165
|
+3%
|
|
|
1993
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$730K
|
-$808K
|
-7,740
|
-56%
|
|
|
1994
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$730K
|
+$59.4K
|
+569
|
+10%
|
|
|
1995
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$730K
|
+$53.5K
|
+512
|
+9%
|
|
|
1996
|
Tyche Wealth Partners
Plano,
Texas
|
$730K
|
-$16.8K
|
-161
|
-3%
|
|
|
1997
|
Plancorp LLC
Saint Louis,
Missouri
|
$726K
|
-$5.64K
|
-54
|
-0.9%
|
|
|
1998
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$726K
|
-$358K
|
-3,425
|
-34%
|
|
|
1999
|
American Financial Advisors
Marietta,
Georgia
|
$723K
|
-$48.4K
|
-463
|
-7%
|
|
|
2000
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$721K
|
+$9.3K
|
+89
|
+2%
|
|
