|
1976
|
Greater Midwest Financial Group
St. Paul,
Minnesota
|
$15.1M
|
+$311K
|
+763
|
+2%
|
|
|
1977
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$15.1M
|
-$875K
|
-2,146
|
-5%
|
|
|
1978
|
Nilsine Partners
Greenwood Village,
Colorado
|
$15M
|
+$170K
|
+417
|
+1%
|
|
|
1979
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$15M
|
+$31.8K
|
+78
|
+0.2%
|
|
|
1980
|
Alight Capital Management
New York
|
$15M
|
–
|
–
|
–
|
|
|
1981
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$15M
|
-$503K
|
-1,234
|
-3%
|
|
|
1982
|
Udine Wealth Management
Boca Raton,
Florida
|
$15M
|
+$785K
|
+1,926
|
+5%
|
|
|
1983
|
Aviance Capital Partners
Naples,
Florida
|
$14.9M
|
+$199K
|
+488
|
+1%
|
|
|
1984
|
Cache Advisors
San Francisco,
California
|
$14.9M
|
+$2.4M
|
+5,893
|
+17%
|
|
|
1985
|
Twin Tree Management
Dallas,
Texas
|
$14.9M
|
-$27.8M
|
-68,072
|
-63%
|
|
|
1986
|
Tradewinds LLC
Raleigh,
North Carolina
|
$14.9M
|
-$149K
|
-365
|
-0.9%
|
|
|
1987
|
Investment Advisory Services
The Woodlands,
Texas
|
$14.9M
|
-$2.19M
|
-5,368
|
-12%
|
|
|
1988
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$14.9M
|
-$12.6M
|
-30,838
|
-44%
|
|
|
1989
|
Inlet Private Wealth
Jupiter,
Florida
|
$14.8M
|
-$71.3K
|
-175
|
-0.4%
|
|
|
1990
|
Advisory Alpha
Holland,
Michigan
|
$14.8M
|
+$1.68M
|
+4,119
|
+12%
|
|
|
1991
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$14.8M
|
+$1.35M
|
+3,321
|
+9%
|
|
|
1992
|
|
$14.8M
|
-$656K
|
-1,608
|
-4%
|
|
|
1993
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$14.8M
|
+$400K
|
+982
|
+3%
|
|
|
1994
|
Umpqua Bank
Lake Oswego,
Oregon
|
$14.8M
|
+$375K
|
+920
|
+2%
|
|
|
1995
|
Brookwood Investment Group
Phoenix,
Arizona
|
$14.8M
|
+$16M
|
+39,328
|
New
|
|
|
1996
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$14.8M
|
+$429K
|
+1,053
|
+3%
|
|
|
1997
|
Searle & Co
Greenwich,
Connecticut
|
$14.7M
|
+$26.5K
|
+65
|
+0.2%
|
|
|
1998
|
Jupiter Wealth Management
Glendale,
Colorado
|
$14.7M
|
-$1.44M
|
-3,536
|
-10%
|
|
|
1999
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$14.7M
|
-$19.6K
|
-48
|
-0.1%
|
|
|
2000
|
Richard C. Young & Co
Newport,
Rhode Island
|
$14.7M
|
+$484K
|
+1,188
|
+3%
|
|
