|
1976
|
Parcion Private Wealth
Bellevue,
Washington
|
$315K
|
-$49.5K
|
-218
|
-13%
|
|
|
1977
|
IFC Advisors
Los Angeles,
California
|
$314K
|
+$14.3K
|
+63
|
+5%
|
|
|
1978
|
Clearstead Trust
Portland,
Maine
|
$314K
|
–
|
–
|
–
|
|
|
1979
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$314K
|
+$1.14K
|
+5
|
+0.4%
|
|
|
1980
|
Wilkins Miller Wealth Management
Mobile,
Alabama
|
$314K
|
+$681
|
+3
|
+0.2%
|
|
|
1981
|
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
$313K
|
-$7.95K
|
-35
|
-2%
|
|
|
1982
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$311K
|
–
|
–
|
–
|
|
|
1983
|
Garrison Point Advisors
Walnut Creek,
California
|
$311K
|
–
|
–
|
–
|
|
|
1984
|
Helen Stephens Group
Fort Worth,
Texas
|
$311K
|
-$227
|
-1
|
-0.1%
|
|
|
1985
|
Wallace Advisory Group
Lafayette,
California
|
$310K
|
-$72.4K
|
-319
|
-18%
|
|
|
1986
|
Trilogy Capital
Irvine,
California
|
$310K
|
-$63.6K
|
-280
|
-17%
|
|
|
1987
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$310K
|
+$36.8K
|
+162
|
+13%
|
|
|
1988
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$310K
|
–
|
–
|
–
|
|
|
1989
|
Partners Wealth Management
Carmel By The Sea,
California
|
$309K
|
–
|
–
|
–
|
|
|
1990
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$308K
|
–
|
–
|
–
|
|
|
1991
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$308K
|
–
|
–
|
–
|
|
|
1992
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$307K
|
–
|
–
|
–
|
|
|
1993
|
Professional Financial Solutions
Falls Chruch,
Virginia
|
$307K
|
-$908
|
-4
|
-0.3%
|
|
|
1994
|
Camden National Bank
Camden,
Maine
|
$307K
|
+$79.5K
|
+350
|
+34%
|
|
|
1995
|
BNC Wealth Management
Beaverton,
Oregon
|
$306K
|
-$92.2K
|
-406
|
-23%
|
|
|
1996
|
Sagewood Asset Management
New York
|
$306K
|
-$193K
|
-851
|
-38%
|
|
|
1997
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$305K
|
+$227
|
+1
|
+0.1%
|
|
|
1998
|
Stonebrook Private
Northville,
Michigan
|
$305K
|
-$28.8K
|
-127
|
-8%
|
|
|
1999
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$304K
|
-$3.86K
|
-17
|
-1%
|
|
|
2000
|
First Bank & Trust
Brookings,
South Dakota
|
$304K
|
+$1.14K
|
+5
|
+0.4%
|
|
