|
1976
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$373K
|
+$6.49K
|
+22
|
+2%
|
|
|
1977
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$372K
|
+$7.38K
|
+25
|
+2%
|
|
|
1978
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$371K
|
-$56.1K
|
-190
|
-14%
|
|
|
1979
|
Strategic Financial Partners
Bend,
Oregon
|
$369K
|
-$11.8K
|
-40
|
-3%
|
|
|
1980
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$367K
|
-$8.85K
|
-30
|
-3%
|
|
|
1981
|
Credit Agricole
Montrouge Cedex,
France
|
$366K
|
+$66.7K
|
+226
|
+25%
|
|
|
1982
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$366K
|
+$2.06K
|
+7
|
+0.6%
|
|
|
1983
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$365K
|
+$336K
|
+1,138
|
New
|
|
|
1984
|
Beacon Financial Group
Dallas,
Texas
|
$365K
|
-$55.2K
|
-187
|
-14%
|
|
|
1985
|
GEM Asset Management
Plymouth,
Michigan
|
$365K
|
+$335K
|
+1,137
|
New
|
|
|
1986
|
Leisure Capital Management
Costa Mesa,
California
|
$364K
|
–
|
–
|
–
|
|
|
1987
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$363K
|
-$93.2K
|
-316
|
-22%
|
|
|
1988
|
Bellecapital
Zurich,
Switzerland
|
$363K
|
–
|
–
|
–
|
|
|
1989
|
Gateway Advisory
Westfield,
New Jersey
|
$361K
|
-$235K
|
-796
|
-41%
|
|
|
1990
|
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$361K
|
-$1.6M
|
-5,408
|
-83%
|
|
|
1991
|
Basso Capital Management
Stamford,
Connecticut
|
$359K
|
–
|
–
|
–
|
|
|
1992
|
ERn Financial LLC
Middleton,
Wisconsin
|
$359K
|
+$7.38K
|
+25
|
+2%
|
|
|
1993
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$359K
|
–
|
–
|
–
|
|
|
1994
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$359K
|
-$15.9K
|
-54
|
-4%
|
|
|
1995
|
Whelan Financial
Fresno,
California
|
$358K
|
+$590
|
+2
|
+0.2%
|
|
|
1996
|
Silverlake Wealth Management
Williston,
Vermont
|
$357K
|
–
|
–
|
–
|
|
|
1997
|
EPIQ Partners
Minneapolis,
Minnesota
|
$357K
|
+$295
|
+1
|
+0.1%
|
|
|
1998
|
Collective Family Office
York,
Pennsylvania
|
$356K
|
+$15K
|
+51
|
+5%
|
|
|
1999
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$356K
|
+$327K
|
+1,109
|
New
|
|
|
2000
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$356K
|
+$1.18K
|
+4
|
+0.4%
|
|
