|
1976
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$328K
|
+$27K
|
+75
|
+9%
|
|
|
1977
|
Ballast Inc
Lexington,
Kentucky
|
$327K
|
–
|
–
|
–
|
|
|
1978
|
Goldstein Advisors
Madison,
Wisconsin
|
$326K
|
+$7.56K
|
+21
|
+2%
|
|
|
1979
|
Lavaca Capital
Houston,
Texas
|
$326K
|
+$1.08K
|
+3
|
+0.3%
|
|
|
1980
|
LGL Partners
Philadelphia,
Pennsylvania
|
$325K
|
+$5.76K
|
+16
|
+2%
|
|
|
1981
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$324K
|
+$720
|
+2
|
+0.2%
|
|
|
1982
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$324K
|
-$4.47M
|
-12,409
|
-93%
|
|
|
1983
|
Alteri Wealth
Westlake Village,
California
|
$321K
|
+$329K
|
+913
|
New
|
|
|
1984
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$320K
|
+$34.6K
|
+96
|
+12%
|
|
|
1985
|
German American Bancorp
Jasper,
Indiana
|
$320K
|
-$6.12K
|
-17
|
-2%
|
|
|
1986
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$319K
|
–
|
–
|
–
|
|
|
1987
|
MCF Advisors
Covington,
Kentucky
|
$318K
|
+$31K
|
+86
|
+11%
|
|
|
1988
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$318K
|
–
|
–
|
–
|
|
|
1989
|
Carr Financial Group
Worcester,
Massachusetts
|
$318K
|
-$123K
|
-342
|
-27%
|
|
|
1990
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$317K
|
+$20.9K
|
+58
|
+7%
|
|
|
1991
|
Tocqueville Asset Management
New York
|
$317K
|
-$21.6K
|
-60
|
-6%
|
|
|
1992
|
Renaissance Technologies
New York
|
$317K
|
+$324K
|
+900
|
New
|
|
|
1993
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$315K
|
-$7.2K
|
-20
|
-2%
|
|
|
1994
|
James Hambro & Partners
London,
United Kingdom
|
$315K
|
-$191K
|
-530
|
-37%
|
|
|
1995
|
Foster Group
West Des Moines,
Iowa
|
$315K
|
-$52.9K
|
-147
|
-14%
|
|
|
1996
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$315K
|
–
|
–
|
–
|
|
|
1997
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$315K
|
+$322K
|
+895
|
New
|
|
|
1998
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$314K
|
+$75.6K
|
+210
|
+31%
|
|
|
1999
|
E.S. Barr & Co
Lexington,
Kentucky
|
$314K
|
-$5.4K
|
-15
|
-2%
|
|
|
2000
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$314K
|
+$360
|
+1
|
+0.1%
|
|
