|
1976
|
Telos Capital Management
San Diego,
California
|
$311K
|
-$89.6K
|
-462
|
-22%
|
|
|
1977
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$310K
|
–
|
–
|
–
|
|
|
1978
|
Investment House LLC
Redondo Beach,
California
|
$310K
|
–
|
–
|
–
|
|
|
1979
|
Alta Advisers
London,
United Kingdom
|
$310K
|
+$309K
|
+1,592
|
New
|
|
|
1980
|
Shikiar Asset Management
New York
|
$310K
|
-$45.2K
|
-233
|
-13%
|
|
|
1981
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$310K
|
+$309K
|
+1,592
|
New
|
|
|
1982
|
Beacon Financial Group
Dallas,
Texas
|
$310K
|
+$2.71K
|
+14
|
+0.9%
|
|
|
1983
|
Summit Wealth Partners
Orlando,
Florida
|
$309K
|
-$8.34K
|
-43
|
-3%
|
|
|
1984
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$308K
|
–
|
–
|
–
|
|
|
1985
|
Foster Group
West Des Moines,
Iowa
|
$308K
|
+$2.33K
|
+12
|
+0.8%
|
|
|
1986
|
Regatta Capital Group
El Segundo,
California
|
$307K
|
–
|
–
|
–
|
|
|
1987
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$306K
|
–
|
–
|
–
|
|
|
1988
|
Warner Financial
Bethesda,
Maryland
|
$306K
|
–
|
–
|
–
|
|
|
1989
|
Optimum Investment Advisors
Chicago,
Illinois
|
$305K
|
–
|
–
|
–
|
|
|
1990
|
Secure Asset Management
Troy,
Michigan
|
$304K
|
+$303K
|
+1,562
|
New
|
|
|
1991
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$304K
|
-$64.8K
|
-334
|
-18%
|
|
|
1992
|
Iconiq Capital
San Francisco,
California
|
$303K
|
+$302K
|
+1,558
|
New
|
|
|
1993
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$303K
|
-$19.6K
|
-101
|
-6%
|
|
|
1994
|
First Command Advisory Services
Fort Worth,
Texas
|
$303K
|
-$2.52K
|
-13
|
-0.8%
|
|
|
1995
|
Titleist Asset Management
San Antonio,
Texas
|
$303K
|
-$46.5K
|
-240
|
-13%
|
|
|
1996
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$303K
|
+$20.6K
|
+106
|
+7%
|
|
|
1997
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$303K
|
+$4.46K
|
+23
|
+2%
|
|
|
1998
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$302K
|
-$15.3K
|
-79
|
-5%
|
|
|
1999
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$301K
|
+$300K
|
+1,545
|
New
|
|
|
2000
|
|
$301K
|
-$18.4K
|
-95
|
-6%
|
|
