|
1976
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$316K
|
–
|
–
|
–
|
|
|
1977
|
McGowan Group Asset Management
Dallas,
Texas
|
$316K
|
+$29.6K
|
+666
|
+11%
|
|
|
1978
|
E&G Advisors
Houston,
Texas
|
$316K
|
+$302K
|
+6,786
|
New
|
|
|
1979
|
Colrain Capital
Boston,
Massachusetts
|
$315K
|
-$66.7K
|
-1,500
|
-18%
|
|
|
1980
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$315K
|
-$1.87K
|
-42
|
-0.6%
|
|
|
1981
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$314K
|
-$53.4K
|
-1,200
|
-15%
|
|
|
1982
|
Tamar Securities
Woodland Hills,
California
|
$313K
|
+$299K
|
+6,714
|
New
|
|
|
1983
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$311K
|
-$35.1K
|
-789
|
-11%
|
|
|
1984
|
Pure Financial Advisors
San Diego,
California
|
$311K
|
+$16.3K
|
+366
|
+6%
|
|
|
1985
|
Probity Advisors
Dallas,
Texas
|
$309K
|
-$6.14K
|
-138
|
-2%
|
|
|
1986
|
BSW Wealth Partners
Boulder,
Colorado
|
$309K
|
-$133
|
-3
|
-0%
|
|
|
1987
|
Tatro Capital
Lexington,
Kentucky
|
$309K
|
+$9.87K
|
+222
|
+3%
|
|
|
1988
|
Cannon Financial Strategists
Athens,
Georgia
|
$308K
|
+$7.47K
|
+168
|
+3%
|
|
|
1989
|
Navellier & Associates
Reno,
Nevada
|
$304K
|
–
|
–
|
–
|
|
|
1990
|
Overbrook Management Corp
New York
|
$304K
|
+$8K
|
+180
|
+3%
|
|
|
1991
|
Coastline Trust
Providence,
Rhode Island
|
$303K
|
+$2.93K
|
+66
|
+1%
|
|
|
1992
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$303K
|
+$11.6K
|
+261
|
+4%
|
|
|
1993
|
German American Bancorp
Jasper,
Indiana
|
$303K
|
+$41.2K
|
+927
|
+17%
|
|
|
1994
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$302K
|
-$6.14K
|
-138
|
-2%
|
|
|
1995
|
D'Orazio & Associates
Falls Church,
Virginia
|
$302K
|
+$133
|
+3
|
+0%
|
|
|
1996
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$302K
|
+$534
|
+12
|
+0.2%
|
|
|
1997
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$302K
|
+$32.8K
|
+738
|
+13%
|
|
|
1998
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$295K
|
+$37.3K
|
+840
|
+15%
|
|
|
1999
|
Signet Financial Management
Parsippany,
New Jersey
|
$295K
|
+$56.2K
|
+1,263
|
+25%
|
|
|
2000
|
First Business Financial Services
Madison,
Wisconsin
|
$294K
|
–
|
–
|
–
|
|
