|
1976
|
Consilium Wealth Advisory
Richardson,
Texas
|
$268K
|
-$6.68K
|
-36
|
-3%
|
|
|
1977
|
Activest Wealth Management
Aventure,
Florida
|
$266K
|
+$22.5K
|
+121
|
+10%
|
|
|
1978
|
Promethium Advisors
Bethesda,
Maryland
|
$266K
|
–
|
–
|
–
|
|
|
1979
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$266K
|
+$241K
|
+1,300
|
New
|
|
|
1980
|
Wolverine Trading
Chicago,
Illinois
|
$266K
|
-$1.04M
|
-5,606
|
-81%
|
|
|
1981
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$266K
|
-$7.43K
|
-40
|
-3%
|
|
|
1982
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$265K
|
+$241K
|
+1,297
|
New
|
|
|
1983
|
Fort Point Capital Partners
San Francisco,
California
|
$264K
|
-$42.7K
|
-230
|
-15%
|
|
|
1984
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$264K
|
+$929
|
+5
|
+0.4%
|
|
|
1985
|
Martingale Asset Management
Boston,
Massachusetts
|
$263K
|
–
|
–
|
–
|
|
|
1986
|
Kingsman Wealth Management
Pensacola,
Florida
|
$263K
|
+$239K
|
+1,285
|
New
|
|
|
1987
|
Disciplined Investors
Waco,
Texas
|
$263K
|
–
|
–
|
–
|
|
|
1988
|
49 Wealth Management
Austin,
Texas
|
$263K
|
+$1.49K
|
+8
|
+0.6%
|
|
|
1989
|
QTR Family Wealth
Lake Mary,
Florida
|
$263K
|
+$238K
|
+1,283
|
New
|
|
|
1990
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$262K
|
+$238K
|
+1,279
|
New
|
|
|
1991
|
Advisornet Financial
Minnetonka,
Minnesota
|
$261K
|
-$14.5K
|
-78
|
-6%
|
|
|
1992
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$261K
|
+$237K
|
+1,274
|
New
|
|
|
1993
|
Wedge Capital Management
Charlotte,
North Carolina
|
$260K
|
-$1.67K
|
-9
|
-0.7%
|
|
|
1994
|
Centurion Wealth Management
Mclean,
Virginia
|
$258K
|
+$4.83K
|
+26
|
+2%
|
|
|
1995
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$257K
|
+$234K
|
+1,258
|
New
|
|
|
1996
|
SYM Financial Corp
Winona Lake,
Indiana
|
$257K
|
-$518K
|
-2,789
|
-69%
|
|
|
1997
|
Ceera Investments
Bellaire,
Texas
|
$257K
|
–
|
–
|
–
|
|
|
1998
|
Investment Advisory Services
The Woodlands,
Texas
|
$257K
|
+$10.2K
|
+55
|
+5%
|
|
|
1999
|
Sequent Asset Management
Houston,
Texas
|
$257K
|
-$14.9K
|
-80
|
-6%
|
|
|
2000
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$256K
|
+$233K
|
+1,253
|
New
|
|
