|
1976
|
Lokken Investment Group
Lewes,
Delaware
|
$253K
|
+$6.62K
|
+50
|
+3%
|
|
|
1977
|
FWL Investment Management
Dallas,
Texas
|
$253K
|
-$1.32K
|
-10
|
-0.6%
|
|
|
1978
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$253K
|
+$265
|
+2
|
+0.1%
|
|
|
1979
|
|
$253K
|
+$237K
|
+1,792
|
New
|
|
|
1980
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$252K
|
–
|
–
|
–
|
|
|
1981
|
Invera Wealth Advisors
Bend,
Oregon
|
$251K
|
-$3.71K
|
-28
|
-2%
|
|
|
1982
|
Ballast Advisors
Woodbury,
Minnesota
|
$251K
|
+$7.42K
|
+56
|
+3%
|
|
|
1983
|
Arcus Capital Partners
Atlanta,
Georgia
|
$250K
|
–
|
–
|
–
|
|
|
1984
|
CVFG LLC
Shelbyville,
Indiana
|
$249K
|
–
|
–
|
–
|
|
|
1985
|
Investors Research Corp
Atlanta,
Georgia
|
$249K
|
–
|
–
|
–
|
|
|
1986
|
GEM Asset Management
Plymouth,
Michigan
|
$249K
|
–
|
–
|
–
|
|
|
1987
|
FourThought Financial Partners
Venice,
Florida
|
$249K
|
-$4.77K
|
-36
|
-2%
|
|
|
1988
|
ASB Consultores
Aventura,
Florida
|
$249K
|
-$4.77K
|
-36
|
-2%
|
|
|
1989
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$249K
|
-$21.5K
|
-162
|
-8%
|
|
|
1990
|
Anfield Capital Management
Irvine,
California
|
$247K
|
–
|
–
|
–
|
|
|
1991
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$244K
|
–
|
–
|
–
|
|
|
1992
|
Shira Ridge Wealth Management
Larkspur,
California
|
$244K
|
-$530
|
-4
|
-0.2%
|
|
|
1993
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$244K
|
+$229K
|
+1,730
|
New
|
|
|
1994
|
Hancock Whitney
Gulfport,
Mississippi
|
$243K
|
-$16.7K
|
-126
|
-7%
|
|
|
1995
|
SFMG Wealth Advisors
Plano,
Texas
|
$243K
|
+$13.5K
|
+102
|
+6%
|
|
|
1996
|
Cannell & Spears
New York
|
$242K
|
+$228K
|
+1,720
|
New
|
|
|
1997
|
Heritage Investment Group
Pompano Beach,
Florida
|
$242K
|
–
|
–
|
–
|
|
|
1998
|
Foster Group
West Des Moines,
Iowa
|
$242K
|
+$13.2K
|
+100
|
+6%
|
|
|
1999
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$242K
|
–
|
–
|
–
|
|
|
2000
|
Park National Corp
Newark,
Ohio
|
$242K
|
-$189K
|
-1,428
|
-45%
|
|
