|
1976
|
Montag & Associates
Atlanta,
Georgia
|
$148K
|
+$131K
|
+1,950
|
+753%
|
|
|
1977
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$145K
|
-$27.8K
|
-414
|
-16%
|
|
|
1978
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$141K
|
+$35.5K
|
+529
|
+34%
|
|
|
1979
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$140K
|
+$140K
|
+2,083
|
New
|
|
|
1980
|
Ransom Advisory
Providence,
Rhode Island
|
$137K
|
+$137K
|
+2,036
|
New
|
|
|
1981
|
Cardiff Park Advisors
Carlsbad,
California
|
$137K
|
+$2.35K
|
+35
|
+2%
|
|
|
1982
|
IFC & Insurance Marketing
Auburn,
California
|
$133K
|
+$133K
|
+1,978
|
New
|
|
|
1983
|
Pflug Koory
Omaha,
Nebraska
|
$132K
|
–
|
–
|
–
|
|
|
1984
|
Fountainhead AM
Warren,
New Jersey
|
$125K
|
-$1.01M
|
-14,984
|
-89%
|
|
|
1985
|
Boreal Capital Management
Miami,
Florida
|
$120K
|
-$12.6K
|
-188
|
-10%
|
|
|
1986
|
Simplex Trading
Chicago,
Illinois
|
$118K
|
-$68.9K
|
-1,027
|
-37%
|
|
|
1987
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$118K
|
–
|
–
|
–
|
|
|
1988
|
Red Reef Advisors
Boca Raton,
Florida
|
$117K
|
+$117K
|
+1,740
|
New
|
|
|
1989
|
Sunbelt Securities
Houston,
Texas
|
$117K
|
+$20.5K
|
+306
|
+21%
|
|
|
1990
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$114K
|
-$664K
|
-9,904
|
-85%
|
|
|
1991
|
Anchor Investment Management
Columbia,
South Carolina
|
$113K
|
–
|
–
|
–
|
|
|
1992
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$112K
|
+$53.4K
|
+796
|
+91%
|
|
|
1993
|
Caldwell Trust
Venice,
Florida
|
$111K
|
–
|
–
|
–
|
|
|
1994
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$110K
|
+$110K
|
+1,641
|
New
|
|
|
1995
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$108K
|
+$108K
|
+1,603
|
New
|
|
|
1996
|
Signature Resources Capital Management
Newport Beach,
California
|
$107K
|
+$8.79K
|
+131
|
+9%
|
|
|
1997
|
Trust Company of Toledo
Holland,
Ohio
|
$107K
|
–
|
–
|
–
|
|
|
1998
|
GSB Wealth Management
Guilford,
Connecticut
|
$105K
|
+$1.48K
|
+22
|
+1%
|
|
|
1999
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$103K
|
-$4.5K
|
-67
|
-4%
|
|
|
2000
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$103K
|
–
|
–
|
–
|
|
