|
1976
|
Pacific Capital Wealth Advisors
Corona,
California
|
$134K
|
+$2.56K
|
+49
|
+2%
|
|
|
1977
|
Versant Capital Management
Phoenix,
Arizona
|
$133K
|
+$262
|
+5
|
+0.2%
|
|
|
1978
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$128K
|
+$115K
|
+2,200
|
New
|
|
|
1979
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$127K
|
–
|
–
|
–
|
|
|
1980
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$124K
|
-$5.18K
|
-99
|
-4%
|
|
|
1981
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$120K
|
–
|
–
|
–
|
|
|
1982
|
BOK Financial Private Wealth
Denver,
Colorado
|
$118K
|
–
|
–
|
–
|
|
|
1983
|
Syntax Research
Boca Raton,
Florida
|
$118K
|
–
|
–
|
–
|
|
|
1984
|
Centerpoint Advisors
Needham,
Massachusetts
|
$117K
|
+$59.5K
|
+1,137
|
+128%
|
|
|
1985
|
Global Financial Private Client
Sarasota,
Florida
|
$116K
|
–
|
–
|
–
|
|
|
1986
|
Clean Yield Group
Norwich,
Vermont
|
$116K
|
–
|
–
|
–
|
|
|
1987
|
Spirit of America Management Corp
Syosset,
New York
|
$116K
|
–
|
–
|
–
|
|
|
1988
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$115K
|
+$4.13K
|
+79
|
+4%
|
|
|
1989
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$113K
|
-$13.2K
|
-252
|
-11%
|
|
|
1990
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$112K
|
–
|
–
|
–
|
|
|
1991
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$112K
|
+$18.5K
|
+353
|
+22%
|
|
|
1992
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$110K
|
-$994
|
-19
|
-1%
|
|
|
1993
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$110K
|
–
|
–
|
–
|
|
|
1994
|
American Capital Advisory
Ketchum,
Idaho
|
$106K
|
-$523
|
-10
|
-0.4%
|
|
|
1995
|
Winch Advisory Services
Appleton,
Wisconsin
|
$106K
|
+$523
|
+10
|
+0.6%
|
|
|
1996
|
Gables Capital Management
Miami,
Florida
|
$104K
|
–
|
–
|
–
|
|
|
1997
|
Rational Advisors
Huntington,
New York
|
$103K
|
-$55.5K
|
-1,060
|
-37%
|
|
|
1998
|
American National Bank & Trust
Wichita Falls,
Texas
|
$103K
|
-$34.6K
|
-662
|
-27%
|
|
|
1999
|
Larson Financial Group
St Louis,
Missouri
|
$100K
|
-$42.4K
|
-810
|
-32%
|
|
|
2000
|
Nixon Capital
Austin,
Texas
|
$99.7K
|
+$90K
|
+1,720
|
New
|
|
