|
1976
|
TCI Wealth Advisors
Tucson,
Arizona
|
$305K
|
+$17K
|
+189
|
+5%
|
|
|
1977
|
Viewpoint Capital Management
Seattle,
Washington
|
$305K
|
–
|
–
|
–
|
|
|
1978
|
LMCG Investments
Boston,
Massachusetts
|
$303K
|
-$1.08K
|
-12
|
-0.3%
|
|
|
1979
|
SMART Wealth
Omaha,
Nebraska
|
$303K
|
+$334K
|
+3,710
|
New
|
|
|
1980
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$303K
|
-$18K
|
-200
|
-5%
|
|
|
1981
|
Brookwood Investment Group
Phoenix,
Arizona
|
$302K
|
-$9.54K
|
-106
|
-3%
|
|
|
1982
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$302K
|
-$56.3K
|
-625
|
-14%
|
|
|
1983
|
Richard W. Paul & Associates
Novi,
Michigan
|
$301K
|
-$25.5K
|
-283
|
-7%
|
|
|
1984
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$301K
|
+$16.8K
|
+187
|
+5%
|
|
|
1985
|
Kennicott Capital Management
Corte Madera,
California
|
$300K
|
–
|
–
|
–
|
|
|
1986
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$300K
|
+$39.2K
|
+435
|
+13%
|
|
|
1987
|
Garrison Point Advisors
Walnut Creek,
California
|
$300K
|
+$6.03K
|
+67
|
+2%
|
|
|
1988
|
Tannin Capital
Charlotte,
North Carolina
|
$299K
|
+$329K
|
+3,654
|
New
|
|
|
1989
|
ProCore Advisors
Newport Beach,
California
|
$299K
|
+$329K
|
+3,653
|
New
|
|
|
1990
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$298K
|
+$72K
|
+800
|
+28%
|
|
|
1991
|
Biltmore Wealth Management
Tempe,
Arizona
|
$297K
|
+$9.28K
|
+103
|
+3%
|
|
|
1992
|
Family Investment Center
Saint Joseph,
Missouri
|
$297K
|
+$43.6K
|
+484
|
+15%
|
|
|
1993
|
|
$297K
|
+$327K
|
+3,630
|
New
|
|
|
1994
|
Berbice Capital Management
Melville,
New York
|
$296K
|
-$18K
|
-200
|
-5%
|
|
|
1995
|
World Equity Group
Schaumburg,
Illinois
|
$296K
|
+$89.6K
|
+995
|
+38%
|
|
|
1996
|
Adelphi Trust
Saint Petersburg,
Florida
|
$296K
|
+$326K
|
+3,624
|
New
|
|
|
1997
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$295K
|
+$47.1K
|
+523
|
+17%
|
|
|
1998
|
Brian Low Financial Group
Baton Rouge,
Louisiana
|
$295K
|
+$35.3K
|
+392
|
+12%
|
|
|
1999
|
Trueblood Wealth Management
Lima,
Ohio
|
$295K
|
+$38K
|
+422
|
+13%
|
|
|
2000
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$295K
|
+$325K
|
+3,605
|
New
|
|
