|
1976
|
Bank OZK
Little Rock,
Arkansas
|
$290K
|
+$19.3K
|
+84
|
+8%
|
|
|
1977
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$288K
|
+$274K
|
+1,192
|
New
|
|
|
1978
|
Helium Advisors
Everett,
Washington
|
$288K
|
-$2.75K
|
-12
|
-1%
|
|
|
1979
|
First Interstate Bank
Billings,
Montana
|
$287K
|
-$616K
|
-2,686
|
-69%
|
|
|
1980
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
|
1981
|
Duncker Streett & Co
St. Louis,
Missouri
|
$286K
|
+$31K
|
+135
|
+13%
|
|
|
1982
|
Engineers Gate Manager
New York
|
$285K
|
-$1.51M
|
-6,596
|
-85%
|
|
|
1983
|
CNB Bank
Clearfield,
Pennsylvania
|
$285K
|
–
|
–
|
–
|
|
|
1984
|
Mason Investment Advisory Services
Reston,
Virginia
|
$283K
|
+$269K
|
+1,171
|
New
|
|
|
1985
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$283K
|
-$71.6K
|
-312
|
-21%
|
|
|
1986
|
Macroview Investment Management
Bethesda,
Maryland
|
$282K
|
-$1.84K
|
-8
|
-0.7%
|
|
|
1987
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$282K
|
–
|
–
|
–
|
|
|
1988
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$281K
|
+$8.26K
|
+36
|
+3%
|
|
|
1989
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$281K
|
–
|
–
|
–
|
|
|
1990
|
Finivi Inc
Westborough,
Massachusetts
|
$280K
|
-$1.38K
|
-6
|
-0.5%
|
|
|
1991
|
Gill Capital Partners
Denver,
Colorado
|
$279K
|
-$5.74K
|
-25
|
-2%
|
|
|
1992
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$278K
|
–
|
–
|
–
|
|
|
1993
|
First Trust Advisors
Wheaton,
Illinois
|
$277K
|
+$263K
|
+1,145
|
New
|
|
|
1994
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$277K
|
–
|
–
|
–
|
|
|
1995
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$277K
|
+$10.3K
|
+45
|
+4%
|
|
|
1996
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$276K
|
+$262K
|
+1,142
|
New
|
|
|
1997
|
One Day In July LLC
Burlington,
Vermont
|
$276K
|
+$13.5K
|
+59
|
+5%
|
|
|
1998
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$276K
|
–
|
–
|
–
|
|
|
1999
|
Destination Wealth Management
Walnut Creek,
California
|
$276K
|
+$28.5K
|
+124
|
+12%
|
|
|
2000
|
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
|
$275K
|
+$261K
|
+1,138
|
New
|
|
