|
1976
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$660K
|
-$7.97K
|
-100
|
-1%
|
|
|
1977
|
Hendershot Investments
Centreville,
Virginia
|
$660K
|
–
|
–
|
–
|
|
|
1978
|
United Asset Strategies
Garden City,
New York
|
$659K
|
-$6.98M
|
-87,575
|
-92%
|
|
|
1979
|
Csenge Advisory Group
Clearwater,
Florida
|
$658K
|
-$151K
|
-1,898
|
-19%
|
|
|
1980
|
Redmond Asset Management
Henrico,
Virginia
|
$653K
|
+$91.2K
|
+1,145
|
+17%
|
|
|
1981
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$649K
|
-$63.5K
|
-797
|
-9%
|
|
|
1982
|
Fusion Family Wealth
Woodbury,
New York
|
$649K
|
+$80
|
+1
|
+0%
|
|
|
1983
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$647K
|
–
|
–
|
–
|
|
|
1984
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$647K
|
+$323K
|
+4,050
|
+107%
|
|
|
1985
|
Stableford Capital II
Scottsdale,
Arizona
|
$645K
|
-$10.4K
|
-130
|
-2%
|
|
|
1986
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$645K
|
+$563K
|
+7,070
|
+944%
|
|
|
1987
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$644K
|
-$24.8K
|
-311
|
-4%
|
|
|
1988
|
Cynosure Advisors
Salt Lake City,
Utah
|
$644K
|
-$16.8K
|
-211
|
-3%
|
|
|
1989
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$638K
|
-$36.7K
|
-461
|
-6%
|
|
|
1990
|
Relative Value Partners Group
|
$636K
|
–
|
–
|
–
|
|
|
1991
|
Gryphon Financial Partners
Columbus,
Ohio
|
$635K
|
-$4.94K
|
-62
|
-0.8%
|
|
|
1992
|
D'Orazio & Associates
Falls Church,
Virginia
|
$635K
|
+$717
|
+9
|
+0.1%
|
|
|
1993
|
Brookmont Capital Management
Dallas,
Texas
|
$634K
|
-$51.8K
|
-650
|
-8%
|
|
|
1994
|
Ballast Inc
Lexington,
Kentucky
|
$632K
|
-$182K
|
-2,284
|
-23%
|
|
|
1995
|
Rock Point Advisors
Burlington,
Vermont
|
$632K
|
-$7.97K
|
-100
|
-1%
|
|
|
1996
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$627K
|
+$13.7K
|
+172
|
+2%
|
|
|
1997
|
Probity Advisors
Dallas,
Texas
|
$627K
|
+$100K
|
+1,257
|
+20%
|
|
|
1998
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$626K
|
+$378K
|
+4,742
|
+168%
|
|
|
1999
|
REDW Wealth
Albuquerque,
New Mexico
|
$625K
|
+$13.3K
|
+167
|
+2%
|
|
|
2000
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$622K
|
+$32.9K
|
+413
|
+6%
|
|
