|
1976
|
Matthew Hamilton Rosenberg
|
$229K
|
-$37K
|
-189
|
-13%
|
|
|
1977
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$229K
|
-$27.8K
|
-142
|
-10%
|
|
|
1978
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$229K
|
–
|
–
|
–
|
|
|
1979
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$229K
|
-$11.5K
|
-59
|
-5%
|
|
|
1980
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$229K
|
+$587
|
+3
|
+0.2%
|
|
|
1981
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$228K
|
+$782
|
+4
|
+0.3%
|
|
|
1982
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$228K
|
+$1.37K
|
+7
|
+0.6%
|
|
|
1983
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$228K
|
–
|
–
|
–
|
|
|
1984
|
Tillman Hartley LLC
Denver,
Colorado
|
$228K
|
-$23.3K
|
-119
|
-9%
|
|
|
1985
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
1986
|
Coastline Trust
Providence,
Rhode Island
|
$227K
|
–
|
–
|
–
|
|
|
1987
|
Physician Wealth Advisors
Midvale,
Utah
|
$226K
|
+$1.76K
|
+9
|
+0.7%
|
|
|
1988
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$226K
|
–
|
–
|
–
|
|
|
1989
|
Berger Financial Group
Plymouth,
Minnesota
|
$226K
|
+$13.3K
|
+68
|
+6%
|
|
|
1990
|
Quilter Plc
London,
United Kingdom
|
$225K
|
-$80.2K
|
-410
|
-25%
|
|
|
1991
|
Impact Partnership Wealth
Marietta,
Georgia
|
$224K
|
+$238K
|
+1,219
|
New
|
|
|
1992
|
Strata Wealth Advisors
Dallas,
Texas
|
$224K
|
+$2.15K
|
+11
|
+0.9%
|
|
|
1993
|
Apriem Advisors
Irvine,
California
|
$224K
|
-$9.58K
|
-49
|
-4%
|
|
|
1994
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$223K
|
-$44.4K
|
-227
|
-16%
|
|
|
1995
|
|
$223K
|
+$14.1K
|
+72
|
+6%
|
|
|
1996
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$223K
|
-$11.3K
|
-58
|
-5%
|
|
|
1997
|
M.E. Allison & Co
San Antonio,
Texas
|
$223K
|
–
|
–
|
–
|
|
|
1998
|
Chilton Capital Management
Houston,
Texas
|
$222K
|
+$39.7K
|
+203
|
+20%
|
|
|
1999
|
Drive Wealth Management
Lehi,
Utah
|
$222K
|
-$7.43K
|
-38
|
-3%
|
|
|
2000
|
Becker Capital Management
Portland,
Oregon
|
$222K
|
-$46.3K
|
-237
|
-16%
|
|
