|
1976
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$101K
|
+$101K
|
+3,184
|
New
|
|
|
1977
|
Tucker Asset Management
Littleton,
Colorado
|
$100K
|
-$8.34K
|
-263
|
-8%
|
|
|
1978
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$97.8K
|
–
|
–
|
–
|
|
|
1979
|
Financial Life Planners
Tempe,
Arizona
|
$97.7K
|
+$761
|
+24
|
+0.8%
|
|
|
1980
|
Arlington Trust
Birmingham,
Alabama
|
$95.1K
|
–
|
–
|
–
|
|
|
1981
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$95.1K
|
–
|
–
|
–
|
|
|
1982
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$93.5K
|
+$730
|
+23
|
+0.8%
|
|
|
1983
|
Weaver Capital Management
Suwanee,
Georgia
|
$93K
|
–
|
–
|
–
|
|
|
1984
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$92.8K
|
+$92.8K
|
+2,925
|
New
|
|
|
1985
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$89.8K
|
-$4.54K
|
-143
|
-5%
|
|
|
1986
|
Union Savings Bank
Litchfield,
Connecticut
|
$89.5K
|
+$59.5K
|
+1,877
|
+198%
|
|
|
1987
|
EPG Wealth Management
Atlanta,
Georgia
|
$89.2K
|
+$89.2K
|
+2,813
|
New
|
|
|
1988
|
Robinswood Financial
Kirkland,
Washington
|
$86.7K
|
+$29.1K
|
+916
|
+50%
|
|
|
1989
|
Aventura Private Wealth
Aventura,
Florida
|
$85.9K
|
–
|
–
|
–
|
|
|
1990
|
Signature Resources Capital Management
Newport Beach,
California
|
$83.9K
|
+$38.6K
|
+1,217
|
+85%
|
|
|
1991
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$82.6K
|
–
|
–
|
–
|
|
|
1992
|
Center for Financial Planning
Southfied,
Michigan
|
$82.4K
|
–
|
–
|
–
|
|
|
1993
|
|
$82.2K
|
+$79.3K
|
+2,499
|
New
|
|
|
1994
|
WealthShield Partners
Cary,
North Carolina
|
$80.1K
|
-$2.03M
|
-63,963
|
-96%
|
|
|
1995
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
$80.1K
|
+$80.1K
|
+2,525
|
New
|
|
|
1996
|
Gill Capital Partners
Denver,
Colorado
|
$79K
|
+$40.6K
|
+1,279
|
+105%
|
|
|
1997
|
Founders Capital Management (Texas)
Houston,
Texas
|
$76.1K
|
+$19K
|
+600
|
+33%
|
|
|
1998
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$76K
|
–
|
–
|
–
|
|
|
1999
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$75.3K
|
–
|
–
|
–
|
|
|
2000
|
First Bancorp
Damariscotta,
Maine
|
$75.3K
|
+$75.3K
|
+2,375
|
New
|
|
