|
1976
|
Meridian Wealth Advisors
Austin,
Texas
|
$548K
|
-$90.5K
|
-1,854
|
-14%
|
|
|
1977
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$548K
|
–
|
–
|
–
|
|
|
1978
|
Gilbert & Cook
West Des Moines,
Iowa
|
$548K
|
+$69.4K
|
+1,421
|
+15%
|
|
|
1979
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$547K
|
+$73.5K
|
+1,505
|
+16%
|
|
|
1980
|
CWA Asset Management Group
Naples,
Florida
|
$545K
|
-$74.9K
|
-1,533
|
-12%
|
|
|
1981
|
Titus Wealth Management
Larskpur,
California
|
$544K
|
-$44.2K
|
-905
|
-8%
|
|
|
1982
|
Lindbrook Capital
Calabasas,
California
|
$544K
|
-$98
|
-2
|
-0%
|
|
|
1983
|
Citizens Business Bank
Ontario,
California
|
$542K
|
-$3.36M
|
-68,766
|
-86%
|
|
|
1984
|
Biltmore Family Office
Charlotte,
North Carolina
|
$541K
|
+$11.3K
|
+231
|
+2%
|
|
|
1985
|
Oxbow Advisors
Austin,
Texas
|
$539K
|
-$48.8K
|
-1,000
|
-8%
|
|
|
1986
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$539K
|
+$6.15K
|
+126
|
+1%
|
|
|
1987
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$537K
|
-$288K
|
-5,887
|
-35%
|
|
|
1988
|
Nadler Financial Group
Deerfield,
Illinois
|
$536K
|
-$4.39K
|
-90
|
-0.8%
|
|
|
1989
|
WrapManager Inc
Mill Valley,
California
|
$536K
|
+$258K
|
+5,284
|
+96%
|
|
|
1990
|
WealthShield Partners
Cary,
North Carolina
|
$535K
|
-$10.6K
|
-218
|
-2%
|
|
|
1991
|
Leisure Capital Management
Costa Mesa,
California
|
$535K
|
+$171K
|
+3,510
|
+48%
|
|
|
1992
|
|
$534K
|
+$352K
|
+7,217
|
+206%
|
|
|
1993
|
|
$533K
|
-$245K
|
-5,018
|
-32%
|
|
|
1994
|
Manchester Financial
Westlake Village,
California
|
$533K
|
-$10.7K
|
-219
|
-2%
|
|
|
1995
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$533K
|
+$71.8K
|
+1,470
|
+16%
|
|
|
1996
|
First Bankers Trust
Louisville,
Kentucky
|
$532K
|
-$23.2K
|
-475
|
-4%
|
|
|
1997
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$531K
|
-$140K
|
-2,871
|
-25%
|
|
|
1998
|
Perritt Capital Management
Chicago,
Illinois
|
$531K
|
–
|
–
|
–
|
|
|
1999
|
Tempus Wealth Planning
Irvine,
California
|
$530K
|
-$25.3K
|
-518
|
-5%
|
|
|
2000
|
Weil Company
San Diego,
California
|
$530K
|
–
|
–
|
–
|
|
