|
1976
|
PFG Private Wealth Management
Lutz,
Florida
|
$259K
|
-$33.5K
|
-178
|
-11%
|
|
|
1977
|
Curtis Advisory Group
Santa Barbara,
California
|
$258K
|
-$64.7K
|
-344
|
-19%
|
|
|
1978
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$258K
|
-$199K
|
-1,061
|
-43%
|
|
|
1979
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$258K
|
-$8.84K
|
-47
|
-3%
|
|
|
1980
|
Asio Capital
Lexington,
Kentucky
|
$257K
|
+$16.5K
|
+88
|
+7%
|
|
|
1981
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$257K
|
+$22.4K
|
+119
|
+9%
|
|
|
1982
|
TriaGen Wealth Management
Calabasas,
California
|
$257K
|
+$2.63K
|
+14
|
+1%
|
|
|
1983
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$257K
|
-$16.4K
|
-87
|
-6%
|
|
|
1984
|
Key Financial Inc
West Chester,
Pennsylvania
|
$256K
|
–
|
–
|
–
|
|
|
1985
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$256K
|
-$3.95K
|
-21
|
-1%
|
|
|
1986
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$255K
|
+$2.63K
|
+14
|
+1%
|
|
|
1987
|
Silver Oak Securities
Jackson,
Tennessee
|
$253K
|
+$24.8K
|
+132
|
+10%
|
|
|
1988
|
AMI Investment Management
Kendallville,
Indiana
|
$253K
|
–
|
–
|
–
|
|
|
1989
|
Carr Financial Group
Worcester,
Massachusetts
|
$252K
|
–
|
–
|
–
|
|
|
1990
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$252K
|
-$11.7K
|
-62
|
-4%
|
|
|
1991
|
Cooper/Haims Advisors
Victor,
New York
|
$251K
|
–
|
–
|
–
|
|
|
1992
|
Fiduciary Planning
Englewood,
Florida
|
$251K
|
–
|
–
|
–
|
|
|
1993
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$251K
|
–
|
–
|
–
|
|
|
1994
|
Hemington Wealth Management
Falls Church,
Virginia
|
$251K
|
-$11.3K
|
-60
|
-4%
|
|
|
1995
|
Crewe Advisors
Salt Lake City,
Utah
|
$251K
|
+$36.7K
|
+195
|
+16%
|
|
|
1996
|
Angeles Wealth Management
Santa Monica,
California
|
$251K
|
+$26.9K
|
+143
|
+11%
|
|
|
1997
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$250K
|
–
|
–
|
–
|
|
|
1998
|
LVZ Inc
Holland,
Michigan
|
$250K
|
-$188
|
-1
|
-0.1%
|
|
|
1999
|
EP Wealth Advisors
Torrance,
California
|
$249K
|
-$52.4M
|
-278,838
|
-98%
|
|
|
2000
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$249K
|
–
|
–
|
–
|
|
