|
1976
|
Univest Financial
Souderton,
Pennsylvania
|
$4.07M
|
+$85.9K
|
+134
|
+2%
|
|
|
1977
|
Affiance Financial
St. Louis Park,
Minnesota
|
$4.07M
|
-$80.8K
|
-126
|
-2%
|
|
|
1978
|
Capital Insight Partners
Scottsdale,
Arizona
|
$4.07M
|
+$28.2K
|
+44
|
+0.7%
|
|
|
1979
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$4.06M
|
-$32.1K
|
-50
|
-0.8%
|
|
|
1980
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$4.06M
|
-$401K
|
-625
|
-9%
|
|
|
1981
|
INVST
Indianapolis,
Indiana
|
$4.05M
|
-$43.6K
|
-68
|
-1%
|
|
|
1982
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$4.05M
|
–
|
–
|
–
|
|
|
1983
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$4.04M
|
-$150K
|
-234
|
-4%
|
|
|
1984
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$4.04M
|
+$217K
|
+339
|
+6%
|
|
|
1985
|
Holistic Planning
Nacogdoches,
Texas
|
$4.04M
|
-$157K
|
-245
|
-4%
|
|
|
1986
|
North Star Asset Management
Neenah,
Wisconsin
|
$4.03M
|
+$19.2K
|
+30
|
+0.5%
|
|
|
1987
|
PDS Planning
Dublin,
Ohio
|
$4.03M
|
-$40.4K
|
-63
|
-1%
|
|
|
1988
|
Braun Stacey Associates
New York
|
$4.03M
|
-$228K
|
-355
|
-6%
|
|
|
1989
|
Silvant Capital Management
Atlanta,
Georgia
|
$4.03M
|
–
|
–
|
–
|
|
|
1990
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$4.02M
|
–
|
–
|
–
|
|
|
1991
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.02M
|
-$23.1K
|
-36
|
-0.6%
|
|
|
1992
|
Essex LLC
Deer Park,
Illinois
|
$4.01M
|
+$17.3K
|
+27
|
+0.5%
|
|
|
1993
|
Horizon Investment Services
Hammond,
Indiana
|
$4.01M
|
+$59K
|
+92
|
+2%
|
|
|
1994
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$4M
|
-$8.97M
|
-14,000
|
-70%
|
|
|
1995
|
LOM Asset Management
Hamilton,
|
$3.98M
|
-$146K
|
-227
|
-4%
|
|
|
1996
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$3.98M
|
+$76.9K
|
+120
|
+2%
|
|
|
1997
|
Wynn Capital
Augusta,
Georgia
|
$3.98M
|
-$16K
|
-25
|
-0.4%
|
|
|
1998
|
Security Financial Services
Fort Wayne,
Indiana
|
$3.98M
|
-$117K
|
-182
|
-3%
|
|
|
1999
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.97M
|
-$284K
|
-443
|
-7%
|
|
|
2000
|
Holt Capital Partners
Fort Worth,
Texas
|
$3.96M
|
-$34.6K
|
-54
|
-0.9%
|
|
