|
1976
|
|
$317K
|
+$49.4K
|
+325
|
+20%
|
|
|
1977
|
Deerfield Management
New York
|
$317K
|
+$294K
|
+1,932
|
New
|
|
|
1978
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$317K
|
+$19.8K
|
+130
|
+7%
|
|
|
1979
|
ASB Consultores
Aventura,
Florida
|
$316K
|
-$117K
|
-767
|
-28%
|
|
|
1980
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$315K
|
-$3.04K
|
-20
|
-1%
|
|
|
1981
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$314K
|
+$20.5K
|
+135
|
+8%
|
|
|
1982
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$314K
|
-$152
|
-1
|
-0.1%
|
|
|
1983
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$314K
|
+$8.21K
|
+54
|
+2%
|
|
|
1984
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$313K
|
–
|
–
|
–
|
|
|
1985
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$313K
|
–
|
–
|
–
|
|
|
1986
|
Fiduciary Financial Group
San Rafael,
California
|
$312K
|
-$2.13K
|
-14
|
-0.8%
|
|
|
1987
|
Significant Wealth Partners
Cary,
Illinois
|
$312K
|
+$37.2K
|
+245
|
+15%
|
|
|
1988
|
McDaniel Terry & Co
Austin,
Texas
|
$312K
|
–
|
–
|
–
|
|
|
1989
|
Northwest Bancshares
Warren,
Pennsylvania
|
$312K
|
–
|
–
|
–
|
|
|
1990
|
Rockline Wealth Management
Plainview,
New York
|
$311K
|
–
|
–
|
–
|
|
|
1991
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$311K
|
-$38.9K
|
-256
|
-12%
|
|
|
1992
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$311K
|
–
|
–
|
–
|
|
|
1993
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$310K
|
-$1.98K
|
-13
|
-0.7%
|
|
|
1994
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$310K
|
+$35.1K
|
+231
|
+14%
|
|
|
1995
|
Peregrine Asset Advisers
Portland,
Oregon
|
$309K
|
–
|
–
|
–
|
|
|
1996
|
Investment Partners
New Philadelphia,
Ohio
|
$309K
|
+$286K
|
+1,885
|
New
|
|
|
1997
|
Astoria Portfolio Advisors
New York
|
$308K
|
+$18.8K
|
+124
|
+7%
|
|
|
1998
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$308K
|
+$3.04K
|
+20
|
+1%
|
|
|
1999
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$308K
|
–
|
–
|
–
|
|
|
2000
|
NBT Bank
Norwich,
New York
|
$307K
|
+$78.6K
|
+517
|
+38%
|
|
