|
1976
|
Chemistry Wealth Management
New York
|
$3.94M
|
+$185K
|
+1,433
|
+5%
|
|
|
1977
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$3.93M
|
+$18.8K
|
+145
|
+0.5%
|
|
|
1978
|
Audent Global Asset Management
West Hollywood,
California
|
$3.93M
|
-$353K
|
-2,725
|
-8%
|
|
|
1979
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$3.91M
|
+$3.49K
|
+27
|
+0.1%
|
|
|
1980
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.9M
|
+$8.67K
|
+67
|
+0.2%
|
|
|
1981
|
Keeler Thomas Management
Orem,
Utah
|
$3.9M
|
+$672K
|
+5,195
|
+21%
|
|
|
1982
|
Holt Capital Partners
Fort Worth,
Texas
|
$3.9M
|
-$18.1K
|
-140
|
-0.5%
|
|
|
1983
|
Alterity Financial Group
Bangor,
Maine
|
$3.9M
|
-$595K
|
-4,602
|
-13%
|
|
|
1984
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$3.89M
|
+$20.3K
|
+157
|
+0.5%
|
|
|
1985
|
Terra Nova Asset Management
New York
|
$3.89M
|
–
|
–
|
–
|
|
|
1986
|
Aurora Investment Managers
Naples,
Florida
|
$3.87M
|
-$208K
|
-1,611
|
-5%
|
|
|
1987
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$3.87M
|
+$3.82M
|
+29,552
|
New
|
|
|
1988
|
Aries Wealth Management
Portland,
Maine
|
$3.84M
|
+$7.37K
|
+57
|
+0.2%
|
|
|
1989
|
Koshinski Asset Management
Decatur,
Illinois
|
$3.84M
|
+$111K
|
+856
|
+3%
|
|
|
1990
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$3.84M
|
+$26.5K
|
+205
|
+0.7%
|
|
|
1991
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$3.84M
|
-$493K
|
-3,810
|
-12%
|
|
|
1992
|
Commons Capital
Needham,
Massachusetts
|
$3.83M
|
-$443K
|
-3,427
|
-10%
|
|
|
1993
|
Wintrust Investments
Chicago,
Illinois
|
$3.82M
|
+$155K
|
+1,202
|
+4%
|
|
|
1994
|
Capital Markets Trading (UK)
London,
United Kingdom
|
$3.81M
|
+$939K
|
+7,258
|
+33%
|
|
|
1995
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$3.8M
|
+$342K
|
+2,640
|
+10%
|
|
|
1996
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$3.8M
|
+$35.4K
|
+274
|
+1%
|
|
|
1997
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$3.79M
|
-$43.5K
|
-336
|
-1%
|
|
|
1998
|
Vickerman Investment Advisors
Spokane,
Washington
|
$3.79M
|
-$171K
|
-1,322
|
-4%
|
|
|
1999
|
Norway Savings Bank
Portland,
Maine
|
$3.78M
|
+$47.2K
|
+365
|
+1%
|
|
|
2000
|
Arlington Financial Advisors
Santa Barbara,
California
|
$3.78M
|
-$42.7K
|
-330
|
-1%
|
|
