|
1976
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.09M
|
+$36.6K
|
+300
|
+3%
|
|
|
1977
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$1.09M
|
-$100K
|
-820
|
-8%
|
|
|
1978
|
Connective Portfolio Management
New York
|
$1.09M
|
–
|
–
|
–
|
|
|
1979
|
Sonora Investment Management Group
Tucson,
Arizona
|
$1.08M
|
+$28.1K
|
+230
|
+3%
|
|
|
1980
|
Birch Financial Group
Keene,
New Hampshire
|
$1.08M
|
+$406K
|
+3,330
|
+58%
|
|
|
1981
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$1.08M
|
+$1.1M
|
+9,000
|
New
|
|
|
1982
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.08M
|
+$51.3K
|
+420
|
+5%
|
|
|
1983
|
Gallagher Capital Advisors
Argyle,
Texas
|
$1.08M
|
+$1.19M
|
+9,770
|
New
|
|
|
1984
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.08M
|
+$686K
|
+5,620
|
+168%
|
|
|
1985
|
Welch Group
Birmingham,
Alabama
|
$1.08M
|
-$4.88K
|
-40
|
-0.4%
|
|
|
1986
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$1.07M
|
-$122K
|
-1,000
|
-10%
|
|
|
1987
|
Centurion Wealth Management
Mclean,
Virginia
|
$1.07M
|
-$11K
|
-90
|
-1%
|
|
|
1988
|
|
$1.07M
|
-$757K
|
-6,200
|
-41%
|
|
|
1989
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.07M
|
+$46.4K
|
+380
|
+4%
|
|
|
1990
|
Strive Asset Management
Dublin,
Ohio
|
$1.07M
|
-$36.6K
|
-300
|
-3%
|
|
|
1991
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$1.07M
|
+$103K
|
+840
|
+10%
|
|
|
1992
|
Madison Wealth Partners
Madison,
Wisconsin
|
$1.06M
|
–
|
–
|
–
|
|
|
1993
|
Astoria Portfolio Advisors
New York
|
$1.06M
|
+$13.4K
|
+110
|
+1%
|
|
|
1994
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$1.06M
|
+$2.44K
|
+20
|
+0.2%
|
|
|
1995
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$1.06M
|
-$7.32K
|
-60
|
-0.7%
|
|
|
1996
|
First Horizon Corporation
Memphis,
Tennessee
|
$1.06M
|
+$1.08M
|
+8,860
|
New
|
|
|
1997
|
WealthGarden F.S.
El Segundo,
California
|
$1.06M
|
+$9.8K
|
+80
|
+0.9%
|
|
|
1998
|
|
$1.06M
|
-$91.5K
|
-750
|
-8%
|
|
|
1999
|
Prosperity Wealth Management
San Ramon,
California
|
$1.06M
|
+$67.1K
|
+550
|
+7%
|
|
|
2000
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.06M
|
-$4.88K
|
-40
|
-0.5%
|
|
