|
1976
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$129K
|
-$586K
|
-2,246
|
-81%
|
|
|
1977
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$129K
|
–
|
–
|
–
|
|
|
1978
|
Tanaka Capital Management
New York
|
$126K
|
+$133K
|
+511
|
New
|
|
|
1979
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$122K
|
–
|
–
|
–
|
|
|
1980
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$121K
|
-$56.8K
|
-218
|
-31%
|
|
|
1981
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$121K
|
-$88.1K
|
-338
|
-41%
|
|
|
1982
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$117K
|
-$26.9K
|
-103
|
-18%
|
|
|
1983
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$114K
|
+$261
|
+1
|
+0.2%
|
|
|
1984
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$113K
|
–
|
–
|
–
|
|
|
1985
|
Security National Bank
Omaha,
Nebraska
|
$112K
|
-$3.96M
|
-15,168
|
-97%
|
|
|
1986
|
Painted Porch Advisors
Santa Barbara,
California
|
$112K
|
–
|
–
|
–
|
|
|
1987
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$112K
|
–
|
–
|
–
|
|
|
1988
|
First Command Advisory Services
Fort Worth,
Texas
|
$111K
|
-$11.7K
|
-45
|
-9%
|
|
|
1989
|
Hopwood Financial Services
Reston,
Virginia
|
$111K
|
–
|
–
|
–
|
|
|
1990
|
|
$109K
|
-$3.96M
|
-15,173
|
-97%
|
|
|
1991
|
Avalon Trust
Santa Fe,
New Mexico
|
$109K
|
-$1.3K
|
-5
|
-1%
|
|
|
1992
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$106K
|
+$20.9K
|
+80
|
+23%
|
|
|
1993
|
Meeder Asset Management
Dublin,
Ohio
|
$106K
|
+$33.6K
|
+129
|
+43%
|
|
|
1994
|
American National Bank & Trust
Wichita Falls,
Texas
|
$105K
|
-$8.94M
|
-34,286
|
-99%
|
|
|
1995
|
Financial Consulate
Hunt Valley,
Maryland
|
$104K
|
+$110K
|
+420
|
New
|
|
|
1996
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$103K
|
–
|
–
|
–
|
|
|
1997
|
Peterson Wealth Services
South Ogden,
Utah
|
$103K
|
+$11.7K
|
+45
|
+11%
|
|
|
1998
|
High Note Wealth
Deephaven,
Minnesota
|
$102K
|
+$1.56K
|
+6
|
+1%
|
|
|
1999
|
Front Row Advisors
Tiburon,
California
|
$99.6K
|
–
|
–
|
–
|
|
|
2000
|
|
$99K
|
–
|
–
|
–
|
|
