|
1976
|
Investment Partners
New Philadelphia,
Ohio
|
$405K
|
+$219
|
+1
|
+0.1%
|
|
|
1977
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$404K
|
+$658
|
+3
|
+0.2%
|
|
|
1978
|
Huntleigh Advisors
St. Louis,
Missouri
|
$404K
|
-$6.58K
|
-30
|
-2%
|
|
|
1979
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$403K
|
-$10.5K
|
-48
|
-3%
|
|
|
1980
|
Traveka Wealth
Los Altos,
California
|
$402K
|
-$19.5K
|
-89
|
-5%
|
|
|
1981
|
Community Trust & Investment
Versailles,
Kentucky
|
$401K
|
–
|
–
|
–
|
|
|
1982
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$401K
|
+$25.7K
|
+117
|
+8%
|
|
|
1983
|
Uniting Wealth Partners
Mission,
Kansas
|
$398K
|
+$5.49K
|
+25
|
+2%
|
|
|
1984
|
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
$398K
|
-$43.9K
|
-200
|
-11%
|
|
|
1985
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$397K
|
-$1.54K
|
-7
|
-0.5%
|
|
|
1986
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$397K
|
+$219
|
+1
|
+0.1%
|
|
|
1987
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$396K
|
+$41K
|
+187
|
+14%
|
|
|
1988
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$396K
|
–
|
–
|
–
|
|
|
1989
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$395K
|
-$6.58K
|
-30
|
-2%
|
|
|
1990
|
|
$394K
|
+$76.6K
|
+349
|
+30%
|
|
|
1991
|
Challenger Wealth Management
Aliso Viejo,
California
|
$393K
|
+$335K
|
+1,527
|
New
|
|
|
1992
|
Creative Financial Designs
Kokomo,
Indiana
|
$391K
|
+$12.1K
|
+55
|
+4%
|
|
|
1993
|
W Advisors LLC
Germantown,
Tennessee
|
$390K
|
-$7.24K
|
-33
|
-2%
|
|
|
1994
|
Prelude Capital Management
New York
|
$390K
|
-$736K
|
-3,354
|
-69%
|
|
|
1995
|
Seven Mile Advisory
Ewing,
New Jersey
|
$390K
|
-$9.87K
|
-45
|
-3%
|
|
|
1996
|
Aprio Wealth Management
Atlanta,
Georgia
|
$389K
|
+$3.51K
|
+16
|
+1%
|
|
|
1997
|
BSW Wealth Partners
Boulder,
Colorado
|
$389K
|
-$274K
|
-1,249
|
-45%
|
|
|
1998
|
Lewis Asset Management
Lafayette,
California
|
$389K
|
+$332K
|
+1,511
|
New
|
|
|
1999
|
Central Valley Advisors
Sacramento,
California
|
$389K
|
-$11.4K
|
-52
|
-3%
|
|
|
2000
|
Charter Research & Investment Group
Southport,
Connecticut
|
$389K
|
-$13.6K
|
-62
|
-4%
|
|
