|
1976
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$425K
|
+$142K
|
+6,217
|
+50%
|
|
|
1977
|
Meridian Wealth Advisors
Austin,
Texas
|
$424K
|
-$26.5K
|
-1,165
|
-6%
|
|
|
1978
|
Piershale Financial Group
Barrington,
Illinois
|
$422K
|
+$6.33K
|
+278
|
+2%
|
|
|
1979
|
Delta Investment Management
San Francisco,
California
|
$417K
|
+$97.4K
|
+4,276
|
+31%
|
|
|
1980
|
|
$416K
|
–
|
–
|
–
|
|
|
1981
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$414K
|
+$11.2K
|
+491
|
+3%
|
|
|
1982
|
Capital Bank & Trust
Irvine,
California
|
$412K
|
-$146K
|
-6,411
|
-26%
|
|
|
1983
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$412K
|
+$40.4K
|
+1,773
|
+11%
|
|
|
1984
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$411K
|
-$45.3K
|
-1,988
|
-10%
|
|
|
1985
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$411K
|
+$6.17K
|
+271
|
+2%
|
|
|
1986
|
Wedge Capital Management
Charlotte,
North Carolina
|
$410K
|
-$7.2K
|
-316
|
-2%
|
|
|
1987
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$410K
|
+$22.1K
|
+972
|
+6%
|
|
|
1988
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$409K
|
–
|
–
|
–
|
|
|
1989
|
Sutton Wealth Advisors
Tampa,
Florida
|
$408K
|
-$60.8K
|
-2,668
|
-13%
|
|
|
1990
|
Peak Asset Management
Louisville,
Colorado
|
$408K
|
-$16.9K
|
-741
|
-4%
|
|
|
1991
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$408K
|
–
|
–
|
–
|
|
|
1992
|
Mint Tower Capital Management
Amsterdam,
Netherlands
|
$408K
|
+$59.5K
|
+2,614
|
+17%
|
|
|
1993
|
First Citizens Financial Corp
Mason City,
Iowa
|
$408K
|
+$91.9K
|
+4,034
|
+29%
|
|
|
1994
|
Acropolis Investment Management
St. Louis,
Missouri
|
$406K
|
-$29.5K
|
-1,297
|
-7%
|
|
|
1995
|
|
$406K
|
+$26.6K
|
+1,169
|
+7%
|
|
|
1996
|
LifeSteps Financial
Claremont,
California
|
$405K
|
–
|
–
|
–
|
|
|
1997
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$404K
|
-$333K
|
-14,628
|
-45%
|
|
|
1998
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$404K
|
–
|
–
|
–
|
|
|
1999
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$404K
|
–
|
–
|
–
|
|
|
2000
|
Howard Wealth Management
Madison,
Connecticut
|
$404K
|
+$7.65K
|
+336
|
+2%
|
|
