|
1976
|
Alaethes Wealth
Glenbrook,
Nevada
|
$3.16M
|
-$119K
|
-344
|
-4%
|
|
|
1977
|
SS&H Financial Advisors
Troy,
Michigan
|
$3.16M
|
–
|
–
|
–
|
|
|
1978
|
Zuckerman Investment Group
Chicago,
Illinois
|
$3.16M
|
+$94.5K
|
+273
|
+3%
|
|
|
1979
|
Callahan Advisors
Houston,
Texas
|
$3.15M
|
–
|
–
|
–
|
|
|
1980
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$3.15M
|
+$85.8K
|
+248
|
+3%
|
|
|
1981
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$3.15M
|
+$195K
|
+562
|
+6%
|
|
|
1982
|
AGP Franklin
Franklin,
Tennessee
|
$3.15M
|
+$207K
|
+599
|
+7%
|
|
|
1983
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$3.14M
|
+$93.4K
|
+270
|
+3%
|
|
|
1984
|
Koshinski Asset Management
Decatur,
Illinois
|
$3.13M
|
+$91.7K
|
+265
|
+3%
|
|
|
1985
|
DeDora Capital
Napa,
California
|
$3.13M
|
-$35.3K
|
-102
|
-1%
|
|
|
1986
|
Holderness Investments Company
Greensboro,
North Carolina
|
$3.12M
|
+$38.8K
|
+112
|
+1%
|
|
|
1987
|
Novem Group
Rochester,
New York
|
$3.11M
|
-$99.3K
|
-287
|
-3%
|
|
|
1988
|
Sanders Morris Harris
Houston,
Texas
|
$3.11M
|
+$1.81M
|
+5,239
|
+136%
|
|
|
1989
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$3.11M
|
-$69.2K
|
-200
|
-2%
|
|
|
1990
|
Klingman & Associates
New York
|
$3.1M
|
+$92.4K
|
+267
|
+3%
|
|
|
1991
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.09M
|
+$892K
|
+2,578
|
+40%
|
|
|
1992
|
Cozad Asset Management
Champaign,
Illinois
|
$3.08M
|
+$148K
|
+428
|
+5%
|
|
|
1993
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3.08M
|
+$244K
|
+704
|
+8%
|
|
|
1994
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$3.08M
|
-$47.8K
|
-138
|
-2%
|
|
|
1995
|
Titan Global Capital Management USA
New York
|
$3.07M
|
-$153K
|
-441
|
-5%
|
|
|
1996
|
Fiduciary Alliance
Greenville,
South Carolina
|
$3.07M
|
-$98.6K
|
-285
|
-3%
|
|
|
1997
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$3.06M
|
+$1.17M
|
+3,394
|
+61%
|
|
|
1998
|
Hilltop Partners
Mishawaka,
Indiana
|
$3.05M
|
+$524K
|
+1,515
|
+20%
|
|
|
1999
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$3.04M
|
-$27.3K
|
-79
|
-0.9%
|
|
|
2000
|
Alta Advisers
London,
United Kingdom
|
$3.04M
|
–
|
–
|
–
|
|
