|
1976
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$772K
|
+$15.2K
|
+56
|
+2%
|
|
|
1977
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$771K
|
-$5.68K
|
-21
|
-0.7%
|
|
|
1978
|
Port Capital
Chicago,
Illinois
|
$769K
|
-$64.9K
|
-240
|
-7%
|
|
|
1979
|
Orion Capital Management
Coronado,
California
|
$768K
|
–
|
–
|
–
|
|
|
1980
|
Global Trust Wealth Management
West Palm Beach,
Florida
|
$767K
|
+$308K
|
+1,139
|
+56%
|
|
|
1981
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$766K
|
-$87.9K
|
-325
|
-9%
|
|
|
1982
|
Key Financial Inc
West Chester,
Pennsylvania
|
$766K
|
+$19.5K
|
+72
|
+2%
|
|
|
1983
|
Allred Capital Management
Dallas,
Texas
|
$764K
|
+$8.93K
|
+33
|
+1%
|
|
|
1984
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$764K
|
+$541
|
+2
|
+0.1%
|
|
|
1985
|
Center for Financial Planning
Southfied,
Michigan
|
$763K
|
-$4.87K
|
-18
|
-0.6%
|
|
|
1986
|
Vista Investment Partners II
Richmond,
Indiana
|
$762K
|
-$171K
|
-632
|
-17%
|
|
|
1987
|
Peak Asset Management
Louisville,
Colorado
|
$762K
|
–
|
–
|
–
|
|
|
1988
|
RM Financial Services
Falmouth,
Maine
|
$762K
|
-$33.3K
|
-123
|
-4%
|
|
|
1989
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$760K
|
+$16.2K
|
+60
|
+2%
|
|
|
1990
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$756K
|
+$2.44K
|
+9
|
+0.3%
|
|
|
1991
|
MV Capital Management
Bethesda,
Maryland
|
$756K
|
-$10K
|
-37
|
-1%
|
|
|
1992
|
Wiregrass Investment Management
Thomasville,
Georgia
|
$754K
|
+$55.2K
|
+204
|
+7%
|
|
|
1993
|
Nemes Rush Group
Novi,
Michigan
|
$754K
|
+$1.08K
|
+4
|
+0.1%
|
|
|
1994
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$753K
|
-$291K
|
-1,076
|
-26%
|
|
|
1995
|
Invictus Private Wealth
Denver,
Colorado
|
$753K
|
-$36.3K
|
-134
|
-4%
|
|
|
1996
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$753K
|
+$17.9K
|
+66
|
+2%
|
|
|
1997
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$752K
|
+$154K
|
+571
|
+23%
|
|
|
1998
|
Magnolia Capital Management
Cold Spring,
New York
|
$748K
|
+$170K
|
+630
|
+26%
|
|
|
1999
|
HBW Advisory Services
Simi Valley,
California
|
$748K
|
-$21.9K
|
-81
|
-3%
|
|
|
2000
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$747K
|
-$12.2K
|
-45
|
-1%
|
|
