|
1976
|
Regal Wealth Group
Seal Beach,
California
|
$7K
|
–
|
–
|
–
|
|
|
1977
|
TD Capital Management
Memphis,
Tennessee
|
$7K
|
–
|
–
|
–
|
|
|
1978
|
PSI Advisors
Tampa,
Florida
|
$7K
|
+$6.68K
|
+39
|
New
|
|
|
1979
|
Atlas Private Wealth Management
Albany,
New York
|
$7K
|
+$6.85K
|
+40
|
New
|
|
|
1980
|
Centerpoint Advisors
Needham,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
1981
|
Enterprise Trust & Investment
Los Gatos,
California
|
$6K
|
–
|
–
|
–
|
|
|
1982
|
Front Row Advisors
Tiburon,
California
|
$5K
|
-$1.88K
|
-11
|
-27%
|
|
|
1983
|
1 North Wealth Services
Annapolis,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
1984
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$5K
|
–
|
–
|
–
|
|
|
1985
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
1986
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5K
|
+$856
|
+5
|
+21%
|
|
|
1987
|
CXI Advisors
Auburn,
Indiana
|
$5K
|
+$4.62K
|
+27
|
New
|
|
|
1988
|
Litman Gregory Wealth Management
Larkspur,
California
|
$4K
|
-$21.1K
|
-123
|
-84%
|
|
|
1989
|
Cribstone Capital Management
Augusta,
Maine
|
$4K
|
–
|
–
|
–
|
|
|
1990
|
Retirement Group
San Diego,
California
|
$4K
|
+$3.42K
|
+20
|
New
|
|
|
1991
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$4K
|
+$4.11K
|
+24
|
New
|
|
|
1992
|
Islay Capital Management
Lubbock,
Texas
|
$4K
|
+$4.28K
|
+25
|
New
|
|
|
1993
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
1994
|
Financial Management Professionals
Austin,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
1995
|
Lee Financial
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
1996
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$3K
|
–
|
–
|
–
|
|
|
1997
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$3K
|
+$3.08K
|
+18
|
New
|
|
|
1998
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$3K
|
+$3.25K
|
+19
|
New
|
|
|
1999
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$2K
|
–
|
–
|
–
|
|
|
2000
|
Altshuler Shaham
Tel Aviv,
Israel
|
$1K
|
+$685
|
+4
|
New
|
|
