|
1976
|
Sittner & Nelson
Eugene,
Oregon
|
$848K
|
+$4.29K
|
+10
|
+0.5%
|
|
|
1977
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$848K
|
+$830K
|
+1,935
|
New
|
|
|
1978
|
Blue Investment Partners
Alamo,
California
|
$846K
|
–
|
–
|
–
|
|
|
1979
|
AMI Investment Management
Kendallville,
Indiana
|
$845K
|
–
|
–
|
–
|
|
|
1980
|
Derbend Asset Management
Peachtree City,
Georgia
|
$844K
|
+$67.7K
|
+158
|
+9%
|
|
|
1981
|
BNP Paribas Asset Management
Paris,
France
|
$844K
|
+$813K
|
+1,897
|
New
|
|
|
1982
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$843K
|
+$67.7K
|
+158
|
+9%
|
|
|
1983
|
SilverOak Wealth Management
Edina,
Minnesota
|
$839K
|
+$251K
|
+586
|
+45%
|
|
|
1984
|
Baxter Bros Inc
Riverside,
Connecticut
|
$837K
|
-$1.72K
|
-4
|
-0.2%
|
|
|
1985
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$836K
|
+$149K
|
+347
|
+23%
|
|
|
1986
|
Great Diamond Partners
Portland,
Maine
|
$835K
|
-$36K
|
-84
|
-4%
|
|
|
1987
|
Naples Money Management
Naples,
Florida
|
$835K
|
+$80.6K
|
+188
|
+11%
|
|
|
1988
|
Condor Capital Management
Martinsville,
New Jersey
|
$835K
|
+$67.7K
|
+158
|
+9%
|
|
|
1989
|
Elevatus Welath Management
Victor,
New York
|
$832K
|
+$858
|
+2
|
+0.1%
|
|
|
1990
|
BIP Wealth
Atlanta,
Georgia
|
$832K
|
-$429
|
-1
|
-0.1%
|
|
|
1991
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$828K
|
-$556K
|
-1,297
|
-41%
|
|
|
1992
|
Private Ocean
San Rafael,
California
|
$825K
|
-$784K
|
-1,829
|
-50%
|
|
|
1993
|
HFG Wealth Management
The Woodlands,
Texas
|
$825K
|
-$7.95M
|
-18,546
|
-91%
|
|
|
1994
|
Oak Harvest Investment Services
Houston,
Texas
|
$822K
|
+$184K
|
+429
|
+30%
|
|
|
1995
|
Wolff Wiese Magana
Carslbad,
California
|
$821K
|
+$21.9K
|
+51
|
+3%
|
|
|
1996
|
Financial & Tax Architects
St Louis,
Missouri
|
$821K
|
+$793K
|
+1,849
|
New
|
|
|
1997
|
Total Investment Management
Scottsdale,
Arizona
|
$820K
|
+$12.9K
|
+30
|
+2%
|
|
|
1998
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$820K
|
+$152K
|
+354
|
+24%
|
|
|
1999
|
Truepoint Inc
Cincinnati,
Ohio
|
$819K
|
-$149K
|
-348
|
-16%
|
|
|
2000
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$817K
|
+$121K
|
+282
|
+18%
|
|
