|
1976
|
Willner & Heller
Encino,
California
|
$400K
|
-$23.7K
|
-295
|
-6%
|
|
|
1977
|
Buckhead Capital Management
Atlanta,
Georgia
|
$399K
|
–
|
–
|
–
|
|
|
1978
|
Maia Wealth
Denver,
Colorado
|
$399K
|
-$83.6K
|
-1,040
|
-18%
|
|
|
1979
|
Old Mission Investment Co
Traverse City,
Michigan
|
$398K
|
+$387K
|
+4,818
|
New
|
|
|
1980
|
Omnia Family Wealth
Aventura,
Florida
|
$397K
|
+$115K
|
+1,435
|
+43%
|
|
|
1981
|
Cypress Capital Group
Palm Beach,
Florida
|
$396K
|
–
|
–
|
–
|
|
|
1982
|
Avion Wealth
The Woodlands,
Texas
|
$396K
|
+$10.1K
|
+126
|
+3%
|
|
|
1983
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$396K
|
+$386K
|
+4,802
|
New
|
|
|
1984
|
Duncker Streett & Co
St. Louis,
Missouri
|
$393K
|
-$8.12K
|
-101
|
-2%
|
|
|
1985
|
AA Financial Advisors
Columbus,
Ohio
|
$393K
|
-$14.9K
|
-186
|
-4%
|
|
|
1986
|
Bruce G. Allen Investments
Denver,
Colorado
|
$392K
|
-$7.39K
|
-92
|
-2%
|
|
|
1987
|
North Berkeley Wealth Management
Berkeley,
California
|
$391K
|
-$2.01K
|
-25
|
-0.5%
|
|
|
1988
|
Register Financial Advisors
Atlanta,
Georgia
|
$390K
|
-$81.9K
|
-1,019
|
-18%
|
|
|
1989
|
RW Investment Management
Eagle,
Idaho
|
$389K
|
-$44.2K
|
-550
|
-10%
|
|
|
1990
|
Intrust Bank
Wichita,
Kansas
|
$389K
|
-$48.9K
|
-608
|
-11%
|
|
|
1991
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$389K
|
+$15.8K
|
+196
|
+4%
|
|
|
1992
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$389K
|
–
|
–
|
–
|
|
|
1993
|
Fullerton Fund Management
Singapore
|
$389K
|
+$378K
|
+4,702
|
New
|
|
|
1994
|
Prairiewood Capital
Fargo,
North Dakota
|
$388K
|
+$8.44K
|
+105
|
+2%
|
|
|
1995
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$386K
|
+$161
|
+2
|
+0%
|
|
|
1996
|
Members Trust
Tampa,
Florida
|
$385K
|
-$96.4K
|
-1,200
|
-20%
|
|
|
1997
|
Quantum Financial Partners
Overland Park,
Kansas
|
$385K
|
+$374K
|
+4,660
|
New
|
|
|
1998
|
Strategic Planning Group
Bountiful,
Utah
|
$385K
|
-$16.6K
|
-207
|
-4%
|
|
|
1999
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$384K
|
-$225K
|
-2,795
|
-38%
|
|
|
2000
|
Steinberganna Wealth Management
Huntington,
New York
|
$383K
|
-$116K
|
-1,448
|
-24%
|
|
