|
1976
|
Charles Schwab Trust
Henderson,
Nevada
|
$392K
|
+$382K
|
+2,454
|
New
|
|
|
1977
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
$390K
|
+$4.98K
|
+32
|
+1%
|
|
|
1978
|
Advisornet Financial
Minnetonka,
Minnesota
|
$390K
|
+$2.34K
|
+15
|
+0.6%
|
|
|
1979
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$389K
|
+$380K
|
+2,437
|
New
|
|
|
1980
|
Eagle Strategies
New York
|
$389K
|
+$43.8K
|
+281
|
+13%
|
|
|
1981
|
Montis Financial
Waltham,
Massachusetts
|
$389K
|
-$8.72K
|
-56
|
-2%
|
|
|
1982
|
Wallace Advisory Group
Lafayette,
California
|
$388K
|
-$103K
|
-663
|
-21%
|
|
|
1983
|
Hamilton Capital
Columbus,
Ohio
|
$388K
|
-$48.1K
|
-309
|
-11%
|
|
|
1984
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$387K
|
+$1.25K
|
+8
|
+0.3%
|
|
|
1985
|
Crews Bank & Trust
Wauchula,
Florida
|
$387K
|
+$156
|
+1
|
+0%
|
|
|
1986
|
Van Diest Capital
Poly City,
Iowa
|
$387K
|
+$377K
|
+2,422
|
New
|
|
|
1987
|
Terril Brothers
St. Louis,
Missouri
|
$387K
|
–
|
–
|
–
|
|
|
1988
|
Baron Wealth Management
Troy,
Michigan
|
$386K
|
+$6.54K
|
+42
|
+2%
|
|
|
1989
|
Reflection Asset Management
Isle Of Palms,
South Carolina
|
$385K
|
+$198K
|
+1,272
|
+109%
|
|
|
1990
|
Wealthquest
Cincinnati,
Ohio
|
$384K
|
+$6.7K
|
+43
|
+2%
|
|
|
1991
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$384K
|
+$374K
|
+2,404
|
New
|
|
|
1992
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$383K
|
+$9.97K
|
+64
|
+3%
|
|
|
1993
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$383K
|
-$76.6K
|
-492
|
-17%
|
|
|
1994
|
Coyle Financial Counsel
Glenview,
Illinois
|
$382K
|
+$39.4K
|
+253
|
+12%
|
|
|
1995
|
Arch Global Advisors
New York
|
$382K
|
+$373K
|
+2,392
|
New
|
|
|
1996
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$382K
|
+$28.5K
|
+183
|
+8%
|
|
|
1997
|
LRI Investments
Palm Beach Gardens,
Florida
|
$381K
|
+$2.18K
|
+14
|
+0.1%
|
|
|
1998
|
Mystic Asset Management
Warwick,
Rhode Island
|
$381K
|
+$11.7K
|
+75
|
+3%
|
|
|
1999
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$380K
|
-$148K
|
-950
|
-29%
|
|
|
2000
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$380K
|
–
|
–
|
–
|
|
