|
1976
|
Ausdal Financial Partners
Davenport,
Iowa
|
$734K
|
+$18.1K
|
+237
|
+3%
|
|
|
1977
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$734K
|
+$32.3K
|
+423
|
+5%
|
|
|
1978
|
First Business Financial Services
Madison,
Wisconsin
|
$733K
|
-$367K
|
-4,810
|
-35%
|
|
|
1979
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$733K
|
+$671K
|
+8,800
|
+3,308%
|
|
|
1980
|
|
$732K
|
-$93.4K
|
-1,225
|
-12%
|
|
|
1981
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$731K
|
-$78.1K
|
-1,024
|
-10%
|
|
|
1982
|
ArchPoint Investors
Coral Gables,
Florida
|
$730K
|
+$19.4K
|
+255
|
+3%
|
|
|
1983
|
Inscription Capital
Houston,
Texas
|
$726K
|
–
|
–
|
–
|
|
|
1984
|
Waverly Advisors
Birmingham,
Alabama
|
$726K
|
–
|
–
|
–
|
|
|
1985
|
Kelly Financial Services
Braintree,
Massachusetts
|
$725K
|
+$684K
|
+8,975
|
New
|
|
|
1986
|
Tarbox Family Office
Newport Beach,
California
|
$725K
|
+$457
|
+6
|
+0.1%
|
|
|
1987
|
Independence Advisors
Wayne,
Pennsylvania
|
$721K
|
+$13K
|
+170
|
+2%
|
|
|
1988
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$720K
|
-$1.13M
|
-14,765
|
-62%
|
|
|
1989
|
Raub Brock Capital Management
Larkspur,
California
|
$718K
|
-$12.3K
|
-161
|
-2%
|
|
|
1990
|
Clare Market Investments
Dallas,
Texas
|
$716K
|
+$93K
|
+1,220
|
+16%
|
|
|
1991
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$716K
|
-$313K
|
-4,100
|
-32%
|
|
|
1992
|
Carlson Capital Management
Northfield,
Minnesota
|
$715K
|
+$28.3K
|
+371
|
+4%
|
|
|
1993
|
Centric Wealth Management
Chicago,
Illinois
|
$712K
|
-$53.2K
|
-698
|
-7%
|
|
|
1994
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$711K
|
–
|
–
|
–
|
|
|
1995
|
Community Financial Services Group
Newport,
Vermont
|
$710K
|
+$8.69K
|
+114
|
+1%
|
|
|
1996
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$710K
|
+$179K
|
+2,345
|
+36%
|
|
|
1997
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$709K
|
-$345K
|
-4,528
|
-34%
|
|
|
1998
|
Kendall Capital Management
Rockville,
Maryland
|
$709K
|
-$55.7K
|
-730
|
-8%
|
|
|
1999
|
Wealthstar Advisors
Plano,
Texas
|
$708K
|
+$457
|
+6
|
+0.1%
|
|
|
2000
|
Cambridge Advisors
Omaha,
Nebraska
|
$707K
|
+$457
|
+6
|
+0.1%
|
|
