|
1976
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$240K
|
–
|
–
|
–
|
|
|
1977
|
Angeles Investment Advisors
Santa Monica,
California
|
$240K
|
+$227K
|
+1,236
|
New
|
|
|
1978
|
Berger Financial Group
Plymouth,
Minnesota
|
$239K
|
+$12.5K
|
+68
|
+6%
|
|
|
1979
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$239K
|
-$162K
|
-884
|
-42%
|
|
|
1980
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$238K
|
+$225K
|
+1,228
|
New
|
|
|
1981
|
Nadler Financial Group
Deerfield,
Illinois
|
$238K
|
–
|
–
|
–
|
|
|
1982
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$237K
|
+$4.04K
|
+22
|
+2%
|
|
|
1983
|
Wealth Architects
Mountain View,
California
|
$236K
|
+$1.1K
|
+6
|
+0.5%
|
|
|
1984
|
Opal Wealth Advisors
Jericho,
New York
|
$236K
|
+$3.12K
|
+17
|
+1%
|
|
|
1985
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$235K
|
–
|
–
|
–
|
|
|
1986
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$235K
|
–
|
–
|
–
|
|
|
1987
|
Credit Agricole
Montrouge Cedex,
France
|
$234K
|
-$88.2K
|
-481
|
-29%
|
|
|
1988
|
Stephens Investment Management Group
Houston,
Texas
|
$233K
|
–
|
–
|
–
|
|
|
1989
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$233K
|
+$1.47K
|
+8
|
+0.7%
|
|
|
1990
|
Lifestyle Asset Management
Friendswood,
Texas
|
$233K
|
+$8.44K
|
+46
|
+4%
|
|
|
1991
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$233K
|
+$8.44K
|
+46
|
+4%
|
|
|
1992
|
Tranquility Partners
Brentwood,
Tennessee
|
$233K
|
+$220K
|
+1,201
|
New
|
|
|
1993
|
Trust Company
Manhattan,
Kansas
|
$233K
|
-$9.36K
|
-51
|
-4%
|
|
|
1994
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$232K
|
–
|
–
|
–
|
|
|
1995
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$232K
|
+$219K
|
+1,196
|
New
|
|
|
1996
|
RW Investment Management
Eagle,
Idaho
|
$231K
|
+$219K
|
+1,193
|
New
|
|
|
1997
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$231K
|
–
|
–
|
–
|
|
|
1998
|
Mayport LLC
Newton,
Massachusetts
|
$230K
|
+$218K
|
+1,188
|
New
|
|
|
1999
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$230K
|
+$217K
|
+1,185
|
New
|
|
|
2000
|
CIC Wealth
Rockville,
Maryland
|
$229K
|
+$5.5K
|
+30
|
+3%
|
|
