|
1976
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$235K
|
+$16K
|
+390
|
+7%
|
|
|
1977
|
Credential Qtrade Securities
Vancouver,
|
$235K
|
+$77.1K
|
+1,875
|
+47%
|
|
|
1978
|
Gryphon Financial Partners
Columbus,
Ohio
|
$234K
|
-$77.1K
|
-1,875
|
-24%
|
|
|
1979
|
D. Scott Neal
Lexington,
Kentucky
|
$234K
|
+$1.85K
|
+45
|
+0.8%
|
|
|
1980
|
Ballast Advisors
Woodbury,
Minnesota
|
$234K
|
+$241K
|
+5,850
|
New
|
|
|
1981
|
Advisors Management Group
La Crosse,
Wisconsin
|
$231K
|
-$123
|
-3
|
-0.1%
|
|
|
1982
|
Whitney & Co
Rochester,
New York
|
$231K
|
–
|
–
|
–
|
|
|
1983
|
Sunflower Bank
Dallas,
Texas
|
$231K
|
+$239K
|
+5,805
|
New
|
|
|
1984
|
Center for Financial Planning
Southfied,
Michigan
|
$230K
|
-$38.6K
|
-939
|
-14%
|
|
|
1985
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$230K
|
+$11K
|
+267
|
+5%
|
|
|
1986
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$229K
|
–
|
–
|
–
|
|
|
1987
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$229K
|
–
|
–
|
–
|
|
|
1988
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$229K
|
–
|
–
|
–
|
|
|
1989
|
Red Cedar Capital
Omaha,
Nebraska
|
$229K
|
–
|
–
|
–
|
|
|
1990
|
Capital Advantage
Walnut Creek,
California
|
$229K
|
+$247
|
+6
|
+0.1%
|
|
|
1991
|
Marcum Wealth
Cleveland,
Ohio
|
$229K
|
+$5.43K
|
+132
|
+2%
|
|
|
1992
|
Financial Engines Advisors
Santa Clara,
California
|
$228K
|
+$234K
|
+5,700
|
New
|
|
|
1993
|
Horizon Investment Services
Hammond,
Indiana
|
$228K
|
+$235K
|
+5,706
|
New
|
|
|
1994
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$227K
|
+$234K
|
+5,685
|
New
|
|
|
1995
|
Versant Capital Management
Phoenix,
Arizona
|
$226K
|
+$247
|
+6
|
+0.1%
|
|
|
1996
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$226K
|
+$2.47K
|
+60
|
+1%
|
|
|
1997
|
CreativeOne Wealth
Overland Park,
Kansas
|
$224K
|
-$7.77K
|
-189
|
-3%
|
|
|
1998
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$224K
|
+$4.81K
|
+117
|
+2%
|
|
|
1999
|
German American Bancorp
Jasper,
Indiana
|
$223K
|
+$987
|
+24
|
+0.4%
|
|
|
2000
|
Ritholtz Wealth Management
New York
|
$221K
|
+$4.32K
|
+105
|
+2%
|
|
