|
1976
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.04M
|
+$1.05M
|
+7,509
|
New
|
|
|
1977
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$1.04M
|
-$1.12M
|
-8,048
|
-52%
|
|
|
1978
|
Wade Financial Advisory
Campbell,
California
|
$1.04M
|
-$28K
|
-200
|
-3%
|
|
|
1979
|
Leo Brokerage
Hurst,
Texas
|
$1.04M
|
-$52.1K
|
-373
|
-5%
|
|
|
1980
|
Bell Bank
Fargo,
North Dakota
|
$1.04M
|
+$318K
|
+2,275
|
+44%
|
|
|
1981
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.04M
|
+$181K
|
+1,294
|
+21%
|
|
|
1982
|
Institute for Wealth Management
Denver,
Colorado
|
$1.04M
|
-$64.6K
|
-462
|
-6%
|
|
|
1983
|
Calton & Associates
Tampa,
Florida
|
$1.04M
|
-$4.47K
|
-32
|
-0.4%
|
|
|
1984
|
CCLA Investment Management
London,
United Kingdom
|
$1.04M
|
–
|
–
|
–
|
|
|
1985
|
Clear Perspective Advisors
Aurora,
Illinois
|
$1.04M
|
+$27.7K
|
+198
|
+3%
|
|
|
1986
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.03M
|
+$50.6K
|
+362
|
+5%
|
|
|
1987
|
Detalus Advisors
St. Louis,
Missouri
|
$1.03M
|
-$20.4K
|
-146
|
-2%
|
|
|
1988
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$1.03M
|
-$11.9K
|
-85
|
-1%
|
|
|
1989
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.03M
|
+$17.9K
|
+128
|
+2%
|
|
|
1990
|
Financial Advisors
Andover,
Massachusetts
|
$1.03M
|
+$304K
|
+2,174
|
+42%
|
|
|
1991
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$1.02M
|
-$5.17K
|
-37
|
-0.5%
|
|
|
1992
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.01M
|
+$31.3K
|
+224
|
+3%
|
|
|
1993
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.01M
|
–
|
–
|
–
|
|
|
1994
|
INVST
Indianapolis,
Indiana
|
$1.01M
|
+$254K
|
+1,820
|
+33%
|
|
|
1995
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$1.01M
|
+$1.01M
|
+7,261
|
New
|
|
|
1996
|
Verition Fund Management
Greenwich,
Connecticut
|
$1.01M
|
-$536K
|
-3,836
|
-35%
|
|
|
1997
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$1M
|
+$57.4K
|
+411
|
+6%
|
|
|
1998
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$1M
|
+$1.01M
|
+7,196
|
New
|
|
|
1999
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$1M
|
-$2.1K
|
-15
|
-0.2%
|
|
|
2000
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1M
|
+$51.4K
|
+368
|
+5%
|
|
