|
1976
|
Y.D. More Investments
Ramat Gan,
Israel
|
$153K
|
-$258K
|
-1,605
|
-66%
|
|
|
1977
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$152K
|
–
|
–
|
–
|
|
|
1978
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$149K
|
-$1.45K
|
-9
|
-1%
|
|
|
1979
|
Kelly Financial Services
Braintree,
Massachusetts
|
$146K
|
+$322
|
+2
|
+0.3%
|
|
|
1980
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$144K
|
-$3.06K
|
-19
|
-2%
|
|
|
1981
|
CNB Bank
Clearfield,
Pennsylvania
|
$142K
|
–
|
–
|
–
|
|
|
1982
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$142K
|
–
|
–
|
–
|
|
|
1983
|
Avalon Trust
Santa Fe,
New Mexico
|
$141K
|
+$10.6K
|
+66
|
+10%
|
|
|
1984
|
Vestor Capital
Chicago,
Illinois
|
$140K
|
+$65.7K
|
+408
|
+121%
|
|
|
1985
|
Pathway Financial Advisers
Auburn,
Indiana
|
$139K
|
+$1.45K
|
+9
|
+1%
|
|
|
1986
|
Castleview Partners
Dallas,
Texas
|
$135K
|
+$53.4K
|
+332
|
+85%
|
|
|
1987
|
Bruce G. Allen Investments
Denver,
Colorado
|
$130K
|
+$112K
|
+696
|
New
|
|
|
1988
|
Westside Investment Management
Santa Monica,
California
|
$130K
|
–
|
–
|
–
|
|
|
1989
|
First Community Trust
Dubuque,
Iowa
|
$128K
|
–
|
–
|
–
|
|
|
1990
|
Financial Management Professionals
Austin,
Texas
|
$127K
|
-$966
|
-6
|
-0.9%
|
|
|
1991
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$127K
|
-$32.2K
|
-200
|
-23%
|
|
|
1992
|
Front Street Capital Management
Missoula,
Montana
|
$126K
|
+$109K
|
+675
|
New
|
|
|
1993
|
Versant Capital Management
Phoenix,
Arizona
|
$123K
|
+$2.74K
|
+17
|
+3%
|
|
|
1994
|
ICA Group Wealth Management
Denver,
Colorado
|
$123K
|
+$105K
|
+655
|
New
|
|
|
1995
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$123K
|
+$96.6K
|
+600
|
New
|
|
|
1996
|
Avion Wealth
The Woodlands,
Texas
|
$122K
|
-$15K
|
-93
|
-13%
|
|
|
1997
|
Arlington Trust
Birmingham,
Alabama
|
$122K
|
+$104K
|
+649
|
New
|
|
|
1998
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$120K
|
+$14.2K
|
+88
|
+16%
|
|
|
1999
|
Legacy Bridge
West Des Moines,
Iowa
|
$120K
|
-$36.2K
|
-225
|
-26%
|
|
|
2000
|
WealthCollab
Bellevue,
Washington
|
$120K
|
+$103K
|
+638
|
New
|
|
