|
1976
|
AGH Wealth Advisors
Wichita,
Kansas
|
$285K
|
+$15.2K
|
+88
|
+5%
|
|
|
1977
|
Weatherly Asset Management
Del Mar,
California
|
$285K
|
+$1.39K
|
+8
|
+0.5%
|
|
|
1978
|
Titleist Asset Management
San Antonio,
Texas
|
$284K
|
+$24.9K
|
+144
|
+9%
|
|
|
1979
|
Brown Wealth Management
Naperville,
Illinois
|
$284K
|
+$25.4K
|
+147
|
+9%
|
|
|
1980
|
Symmetry Partners
Glastonbury,
Connecticut
|
$284K
|
+$298K
|
+1,723
|
New
|
|
|
1981
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$284K
|
+$298K
|
+1,723
|
New
|
|
|
1982
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$283K
|
+$19.7K
|
+114
|
+7%
|
|
|
1983
|
Warwick Investment Management
Bryan,
Texas
|
$281K
|
+$14.7K
|
+85
|
+5%
|
|
|
1984
|
Aries Wealth Management
Portland,
Maine
|
$281K
|
–
|
–
|
–
|
|
|
1985
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$281K
|
-$519
|
-3
|
-0.2%
|
|
|
1986
|
Summitry LLC
Foster City,
California
|
$281K
|
+$23.9K
|
+138
|
+9%
|
|
|
1987
|
Kennedy Investment Group
West Depford,
New Jersey
|
$280K
|
+$1.04K
|
+6
|
+0.4%
|
|
|
1988
|
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
$280K
|
-$242K
|
-1,400
|
-45%
|
|
|
1989
|
Brave Asset Management
Summit,
New Jersey
|
$280K
|
–
|
–
|
–
|
|
|
1990
|
Investment House LLC
Redondo Beach,
California
|
$280K
|
–
|
–
|
–
|
|
|
1991
|
Leeward Financial Partners
Bellevue,
Washington
|
$279K
|
-$14.4K
|
-83
|
-5%
|
|
|
1992
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$278K
|
+$292K
|
+1,686
|
New
|
|
|
1993
|
Fortis Group Advisors
Westwood,
New Jersey
|
$275K
|
–
|
–
|
–
|
|
|
1994
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$275K
|
+$693
|
+4
|
+0.2%
|
|
|
1995
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$273K
|
+$693
|
+4
|
+0.2%
|
|
|
1996
|
Falcon Wealth Planning
Ontario,
California
|
$273K
|
+$28.4K
|
+164
|
+11%
|
|
|
1997
|
Auour Investments
Woburn,
Massachusetts
|
$273K
|
-$28K
|
-162
|
-9%
|
|
|
1998
|
Cypress Capital Group
Palm Beach,
Florida
|
$272K
|
-$4.16K
|
-24
|
-1%
|
|
|
1999
|
Kestra Investment Management
Austin,
Texas
|
$271K
|
+$83.3K
|
+481
|
+41%
|
|
|
2000
|
Ashton Thomas Securities
Rochester,
New York
|
$271K
|
+$19.2K
|
+111
|
+7%
|
|
