|
1976
|
44 Wealth Management
Eugene,
Oregon
|
$339K
|
+$1.83K
|
+7
|
+0.5%
|
|
|
1977
|
Orleans Capital Management
Mandeville,
Louisiana
|
$339K
|
-$4.43K
|
-17
|
-1%
|
|
|
1978
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$339K
|
+$261
|
+1
|
+0.1%
|
|
|
1979
|
Caitlin John
Brighton,
Michigan
|
$338K
|
+$9.65K
|
+37
|
+3%
|
|
|
1980
|
Lombard Odier Asset Management (USA)
New York
|
$338K
|
+$373K
|
+1,429
|
New
|
|
|
1981
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$337K
|
-$45.6K
|
-175
|
-11%
|
|
|
1982
|
Clearstead Trust
Portland,
Maine
|
$337K
|
-$24.8K
|
-95
|
-6%
|
|
|
1983
|
OFS Enterprise
Kearney,
Nebraska
|
$336K
|
+$371K
|
+1,422
|
New
|
|
|
1984
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$336K
|
+$371K
|
+1,421
|
New
|
|
|
1985
|
Wilkins Miller Wealth Management
Mobile,
Alabama
|
$336K
|
+$1.04K
|
+4
|
+0.3%
|
|
|
1986
|
Client 1st Advisory Group
Dunedin,
Florida
|
$336K
|
–
|
–
|
–
|
|
|
1987
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$335K
|
+$1.04K
|
+4
|
+0.3%
|
|
|
1988
|
Ignite Planners
San Clemente,
California
|
$335K
|
+$3.39K
|
+13
|
+0.9%
|
|
|
1989
|
Welch Group
Birmingham,
Alabama
|
$334K
|
-$78K
|
-299
|
-17%
|
|
|
1990
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$334K
|
+$2.87K
|
+11
|
+0.8%
|
|
|
1991
|
Helen Stephens Group
Fort Worth,
Texas
|
$333K
|
+$15.9K
|
+61
|
+5%
|
|
|
1992
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$333K
|
+$113K
|
+433
|
+44%
|
|
|
1993
|
Garrison Point Advisors
Walnut Creek,
California
|
$333K
|
–
|
–
|
–
|
|
|
1994
|
PFG Advisors
Phoenix,
Arizona
|
$333K
|
+$10.4K
|
+40
|
+3%
|
|
|
1995
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$333K
|
-$50.1K
|
-192
|
-12%
|
|
|
1996
|
Eagle Global Advisors
Houston,
Texas
|
$332K
|
-$143K
|
-550
|
-28%
|
|
|
1997
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$332K
|
-$981K
|
-3,760
|
-73%
|
|
|
1998
|
HeadInvest LLC
Portland,
Maine
|
$332K
|
+$13.6K
|
+52
|
+4%
|
|
|
1999
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$331K
|
-$52.2K
|
-200
|
-12%
|
|
|
2000
|
Partners Wealth Management
Carmel By The Sea,
California
|
$331K
|
+$3.91K
|
+15
|
+1%
|
|
