|
1976
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$407K
|
-$103K
|
-752
|
-18%
|
|
|
1977
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$406K
|
+$42K
|
+308
|
+10%
|
|
|
1978
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$406K
|
-$25.8K
|
-189
|
-5%
|
|
|
1979
|
Lazari Capital Management
Woodland Hills,
California
|
$406K
|
-$47.1K
|
-345
|
-9%
|
|
|
1980
|
Weatherly Asset Management
Del Mar,
California
|
$406K
|
–
|
–
|
–
|
|
|
1981
|
Veracity Capital
Atlanta,
Georgia
|
$406K
|
+$12.1K
|
+89
|
+3%
|
|
|
1982
|
CAP Partners LLC
Franklin,
Tennessee
|
$406K
|
+$147K
|
+1,079
|
+45%
|
|
|
1983
|
Avant Capital
Lafayette,
Louisiana
|
$405K
|
+$79.9K
|
+586
|
+20%
|
|
|
1984
|
Moody National Bank Trust Division
Galveston,
Texas
|
$405K
|
-$120K
|
-878
|
-20%
|
|
|
1985
|
RDA Financial Network
Akron,
Iowa
|
$404K
|
-$127K
|
-931
|
-21%
|
|
|
1986
|
Successful Portfolios
Clearwater,
Florida
|
$403K
|
–
|
–
|
–
|
|
|
1987
|
Kure Advisory
Plymouth,
Minnesota
|
$403K
|
-$7.09K
|
-52
|
-1%
|
|
|
1988
|
Ionic Capital Management
New York
|
$403K
|
-$68.2K
|
-500
|
-13%
|
|
|
1989
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$402K
|
+$6.96K
|
+51
|
+2%
|
|
|
1990
|
NFP Retirement Inc
Aliso Viejo,
California
|
$402K
|
+$57.2K
|
+419
|
+14%
|
|
|
1991
|
ProVise Management Group
Clearwater,
Florida
|
$401K
|
–
|
–
|
–
|
|
|
1992
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$401K
|
+$63.4K
|
+465
|
+16%
|
|
|
1993
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$401K
|
-$579K
|
-4,244
|
-55%
|
|
|
1994
|
Wellington Shields Capital Management
New York
|
$401K
|
-$466K
|
-3,414
|
-50%
|
|
|
1995
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$400K
|
-$102K
|
-750
|
-18%
|
|
|
1996
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$400K
|
-$128K
|
-941
|
-22%
|
|
|
1997
|
Affinity Capital Advisors
Berkeley,
California
|
$400K
|
-$298K
|
-2,188
|
-42%
|
|
|
1998
|
|
$399K
|
-$141K
|
-1,030
|
-23%
|
|
|
1999
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$399K
|
-$25.1K
|
-184
|
-5%
|
|
|
2000
|
Kimelman & Baird
New York
|
$398K
|
+$128K
|
+939
|
+38%
|
|
