|
1976
|
UAS Asset Management
New York
|
$282K
|
+$270K
|
+2,000
|
New
|
|
|
1977
|
Key Financial Inc
West Chester,
Pennsylvania
|
$281K
|
+$16.2K
|
+120
|
+6%
|
|
|
1978
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$280K
|
-$79.6K
|
-590
|
-23%
|
|
|
1979
|
Financial Management Network
Mission Viejo,
California
|
$280K
|
+$540
|
+4
|
+0.2%
|
|
|
1980
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$280K
|
+$3.91K
|
+29
|
+1%
|
|
|
1981
|
WC Walker & Associates
Fullerton,
California
|
$279K
|
–
|
–
|
–
|
|
|
1982
|
Passive Capital Management
Baltimore,
Maryland
|
$279K
|
–
|
–
|
–
|
|
|
1983
|
Journey Strategic Wealth
Summit,
New Jersey
|
$278K
|
-$214K
|
-1,589
|
-45%
|
|
|
1984
|
Calamos Wealth Management
Naperville,
Illinois
|
$278K
|
-$81K
|
-600
|
-23%
|
|
|
1985
|
Parkside Advisors
Berkeley,
California
|
$278K
|
-$75.3K
|
-558
|
-22%
|
|
|
1986
|
AJ Wealth Strategies
New York
|
$277K
|
–
|
–
|
–
|
|
|
1987
|
Community Bank of Raymore
Raymore,
Missouri
|
$277K
|
–
|
–
|
–
|
|
|
1988
|
M. Kulyk & Associates
Decatur,
Georgia
|
$277K
|
–
|
–
|
–
|
|
|
1989
|
Journey Advisory Group
Covington,
Kentucky
|
$277K
|
+$35.1K
|
+260
|
+14%
|
|
|
1990
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$277K
|
+$265K
|
+1,964
|
New
|
|
|
1991
|
Southland Equity Partners
Wildwood,
Missouri
|
$277K
|
+$10.4K
|
+77
|
+4%
|
|
|
1992
|
Meridian Financial
Holliston,
Massachusetts
|
$277K
|
–
|
–
|
–
|
|
|
1993
|
Affinity Capital Advisors
Berkeley,
California
|
$276K
|
+$540
|
+4
|
+0.2%
|
|
|
1994
|
Bosun Asset Management
Chicago,
Illinois
|
$276K
|
+$264K
|
+1,953
|
New
|
|
|
1995
|
NFP Retirement Inc
Aliso Viejo,
California
|
$275K
|
+$6.34K
|
+47
|
+2%
|
|
|
1996
|
Middleton & Co
Boston,
Massachusetts
|
$275K
|
–
|
–
|
–
|
|
|
1997
|
PFS Partners
Mine Hill,
New Jersey
|
$274K
|
-$3.64K
|
-27
|
-1%
|
|
|
1998
|
Disciplined Investments
Tulsa,
Oklahoma
|
$273K
|
-$33.5K
|
-248
|
-11%
|
|
|
1999
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$273K
|
-$7.83K
|
-58
|
-3%
|
|
|
2000
|
Marotta Asset Management
Charlottesville,
Virginia
|
$272K
|
+$21.1K
|
+156
|
+9%
|
|
