|
1976
|
TRB Wealth Management
Houston,
Texas
|
$2.27M
|
+$2.24M
|
+18,269
|
New
|
|
|
1977
|
Willis Johnson & Associates
Houston,
Texas
|
$2.27M
|
+$40.4K
|
+329
|
+2%
|
|
|
1978
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$2.27M
|
-$569K
|
-4,635
|
-20%
|
|
|
1979
|
Net Worth Advisory Group
Sandy,
Utah
|
$2.27M
|
+$21.7K
|
+177
|
+1%
|
|
|
1980
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$2.26M
|
-$12.2K
|
-99
|
-0.5%
|
|
|
1981
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$2.26M
|
+$33.9K
|
+276
|
+2%
|
|
|
1982
|
Asahi Life Asset Management
Tokyo,
Japan
|
$2.25M
|
-$183K
|
-1,493
|
-8%
|
|
|
1983
|
Alliance Wealth Strategies
Lynchburg,
Virginia
|
$2.25M
|
-$92.4K
|
-753
|
-4%
|
|
|
1984
|
Prelude Capital Management
New York
|
$2.24M
|
+$268K
|
+2,181
|
+14%
|
|
|
1985
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$2.24M
|
-$67.7M
|
-551,444
|
-97%
|
|
|
1986
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.23M
|
+$82.4K
|
+671
|
+4%
|
|
|
1987
|
North Dallas Bank & Trust
Dallas,
Texas
|
$2.23M
|
-$43.2K
|
-352
|
-2%
|
|
|
1988
|
Brown Financial Advisors
Milford,
Ohio
|
$2.23M
|
-$390K
|
-3,174
|
-15%
|
|
|
1989
|
Peak Planning Group
Centennial,
Colorado
|
$2.23M
|
+$11.3K
|
+92
|
+0.5%
|
|
|
1990
|
Quintet Private Bank (Europe)
Luxembourg
|
$2.23M
|
-$1.85M
|
-15,082
|
-46%
|
|
|
1991
|
Perennial Investment Advisors
Los Angeles,
California
|
$2.22M
|
+$99.3K
|
+809
|
+5%
|
|
|
1992
|
SRH Advisors
Salina,
Kansas
|
$2.21M
|
+$2.33K
|
+19
|
+0.1%
|
|
|
1993
|
Rexford Capital
Bellaire,
Texas
|
$2.21M
|
+$26.3K
|
+214
|
+1%
|
|
|
1994
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$2.21M
|
-$48.6K
|
-396
|
-2%
|
|
|
1995
|
Titleist Asset Management
San Antonio,
Texas
|
$2.21M
|
+$123K
|
+1,005
|
+6%
|
|
|
1996
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.2M
|
-$2.46K
|
-20
|
-0.1%
|
|
|
1997
|
Catalyst Capital Advisors
Huntington,
New York
|
$2.2M
|
-$653K
|
-5,315
|
-23%
|
|
|
1998
|
Providence First Trust
Scottsdale,
Arizona
|
$2.2M
|
+$211K
|
+1,719
|
+11%
|
|
|
1999
|
Comgest Global Investors
Paris,
France
|
$2.2M
|
-$319K
|
-2,600
|
-13%
|
|
|
2000
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$2.19M
|
-$724K
|
-5,894
|
-25%
|
|
