|
1976
|
Silver Oak Advisory Group
Portland,
Oregon
|
$297K
|
+$292K
|
+8,381
|
New
|
|
|
1977
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$297K
|
+$139
|
+4
|
+0%
|
|
|
1978
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$296K
|
+$80.8K
|
+2,319
|
+39%
|
|
|
1979
|
Sigma Investment Counselors
Northville,
Michigan
|
$294K
|
-$33.9K
|
-973
|
-11%
|
|
|
1980
|
Grove Bank & Trust
Miami,
Florida
|
$294K
|
–
|
–
|
–
|
|
|
1981
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$293K
|
+$287K
|
+8,242
|
New
|
|
|
1982
|
SFMG Wealth Advisors
Plano,
Texas
|
$293K
|
+$21.7K
|
+623
|
+8%
|
|
|
1983
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$292K
|
–
|
–
|
–
|
|
|
1984
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$292K
|
–
|
–
|
–
|
|
|
1985
|
First American Trust
Santa Ana,
California
|
$292K
|
+$286K
|
+8,204
|
New
|
|
|
1986
|
Omnia Family Wealth
Aventura,
Florida
|
$291K
|
–
|
–
|
–
|
|
|
1987
|
Register Financial Advisors
Atlanta,
Georgia
|
$290K
|
-$24.4K
|
-700
|
-8%
|
|
|
1988
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$290K
|
-$93.7K
|
-2,690
|
-25%
|
|
|
1989
|
Riverstone Advisors
New Braunfels,
Texas
|
$289K
|
–
|
–
|
–
|
|
|
1990
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$289K
|
-$2.02K
|
-58
|
-0.7%
|
|
|
1991
|
|
$288K
|
-$1.09M
|
-31,427
|
-79%
|
|
|
1992
|
Telos Capital Management
San Diego,
California
|
$288K
|
+$7.11K
|
+204
|
+3%
|
|
|
1993
|
West Bancorporation
West Des Moines,
Iowa
|
$288K
|
-$2.19K
|
-63
|
-0.8%
|
|
|
1994
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$287K
|
-$8.71K
|
-250
|
-3%
|
|
|
1995
|
Parallax Volatility Advisers
San Francisco,
California
|
$287K
|
+$281K
|
+8,080
|
New
|
|
|
1996
|
Edgestream Partners
Princeton,
New Jersey
|
$287K
|
-$302K
|
-8,676
|
-52%
|
|
|
1997
|
Stevard LLC
Chicago,
Illinois
|
$287K
|
–
|
–
|
–
|
|
|
1998
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$287K
|
-$67.6K
|
-1,942
|
-19%
|
|
|
1999
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$287K
|
+$4.67K
|
+134
|
+2%
|
|
|
2000
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$286K
|
-$11.1K
|
-318
|
-4%
|
|
