|
1976
|
Truepoint Inc
Cincinnati,
Ohio
|
$213K
|
–
|
–
|
–
|
|
|
1977
|
CRA Financial Services
Northfield,
New Jersey
|
$213K
|
+$3.48K
|
+9
|
+2%
|
|
|
1978
|
Institute for Wealth Management
Denver,
Colorado
|
$212K
|
+$8.11K
|
+21
|
+4%
|
|
|
1979
|
Tripletail Wealth Management
Orlando,
Florida
|
$212K
|
+$3.48K
|
+9
|
+2%
|
|
|
1980
|
Focus Financial Network
Minneapolis,
Minnesota
|
$212K
|
-$2.7K
|
-7
|
-1%
|
|
|
1981
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$212K
|
-$29.7K
|
-77
|
-12%
|
|
|
1982
|
Moody National Bank Trust Division
Galveston,
Texas
|
$210K
|
–
|
–
|
–
|
|
|
1983
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$210K
|
+$219K
|
+567
|
New
|
|
|
1984
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$210K
|
-$993K
|
-2,570
|
-82%
|
|
|
1985
|
Kentucky Trust Company
Danville,
Kentucky
|
$210K
|
–
|
–
|
–
|
|
|
1986
|
Second Line Capital
Metairie,
Louisiana
|
$210K
|
+$9.27K
|
+24
|
+4%
|
|
|
1987
|
Drive Wealth Management
Lehi,
Utah
|
$210K
|
-$85K
|
-220
|
-28%
|
|
|
1988
|
Abbot Financial Management
Andover,
Massachusetts
|
$209K
|
–
|
–
|
–
|
|
|
1989
|
Fiduciary Financial Group
San Rafael,
California
|
$209K
|
+$386
|
+1
|
+0.2%
|
|
|
1990
|
Vicus Capital
State College,
Pennsylvania
|
$209K
|
+$2.7K
|
+7
|
+1%
|
|
|
1991
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$208K
|
+$218K
|
+564
|
New
|
|
|
1992
|
Creekmur Asset Management
Morton,
Illinois
|
$208K
|
-$107K
|
-278
|
-33%
|
|
|
1993
|
Lee Financial
Dallas,
Texas
|
$207K
|
+$216K
|
+560
|
New
|
|
|
1994
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$207K
|
+$386
|
+1
|
+0.2%
|
|
|
1995
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$206K
|
+$3.48K
|
+9
|
+2%
|
|
|
1996
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$205K
|
+$215K
|
+556
|
New
|
|
|
1997
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$205K
|
–
|
–
|
–
|
|
|
1998
|
Peregrine Asset Advisers
Portland,
Oregon
|
$204K
|
-$386
|
-1
|
-0.2%
|
|
|
1999
|
Renasant Bank
Tupelo,
Mississippi
|
$204K
|
-$82.7K
|
-214
|
-28%
|
|
|
2000
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$204K
|
-$14.3K
|
-37
|
-6%
|
|
