|
1976
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$851K
|
-$24.9K
|
-62
|
-3%
|
|
|
1977
|
Jones Financial Companies
Des Peres,
Missouri
|
$851K
|
-$15.3K
|
-38
|
-2%
|
|
|
1978
|
Financial Management Network
Mission Viejo,
California
|
$847K
|
+$4.82K
|
+12
|
+0.6%
|
|
|
1979
|
Park Edge Advisors
Cleveland,
Ohio
|
$847K
|
+$798K
|
+1,986
|
New
|
|
|
1980
|
West Oak Capital
Westlake Village,
California
|
$841K
|
-$30.1K
|
-75
|
-4%
|
|
|
1981
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$840K
|
+$102K
|
+254
|
+15%
|
|
|
1982
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$836K
|
-$803
|
-2
|
-0.1%
|
|
|
1983
|
Boltwood Capital Management
Walnut Creek,
California
|
$836K
|
-$19.3K
|
-48
|
-2%
|
|
|
1984
|
Howard Wealth Management
Madison,
Connecticut
|
$834K
|
–
|
–
|
–
|
|
|
1985
|
Bigelow Investment Advisors
Portland,
Maine
|
$834K
|
+$402
|
+1
|
+0.1%
|
|
|
1986
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$834K
|
+$785K
|
+1,955
|
New
|
|
|
1987
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$833K
|
-$80.7K
|
-201
|
-9%
|
|
|
1988
|
Navellier & Associates
Reno,
Nevada
|
$833K
|
+$785K
|
+1,953
|
New
|
|
|
1989
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$833K
|
-$20.1K
|
-50
|
-2%
|
|
|
1990
|
Morningstar Investment Management
Chicago,
Illinois
|
$832K
|
+$784K
|
+1,951
|
New
|
|
|
1991
|
First Interstate Bank
Billings,
Montana
|
$831K
|
-$83.2K
|
-207
|
-10%
|
|
|
1992
|
Corton Capital
Carrying Place,
Ontario, Canada
|
$828K
|
+$24.5K
|
+61
|
+3%
|
|
|
1993
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$826K
|
-$10K
|
-25
|
-1%
|
|
|
1994
|
Journey Advisory Group
Covington,
Kentucky
|
$826K
|
-$3.62K
|
-9
|
-0.5%
|
|
|
1995
|
Van Den Berg Management I
Austin,
Texas
|
$823K
|
-$19.3K
|
-48
|
-2%
|
|
|
1996
|
MWA Asset Management
Lexington,
Massachusetts
|
$821K
|
+$8.44K
|
+21
|
+1%
|
|
|
1997
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$818K
|
+$1.61K
|
+4
|
+0.2%
|
|
|
1998
|
BSW Wealth Partners
Boulder,
Colorado
|
$813K
|
-$28.1K
|
-70
|
-4%
|
|
|
1999
|
DDFG Inc
Thousand Oaks,
California
|
$813K
|
–
|
–
|
–
|
|
|
2000
|
Schnieders Capital Management
Pasadena,
California
|
$813K
|
–
|
–
|
–
|
|
