|
1976
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$422K
|
-$41.1K
|
-146
|
-10%
|
|
|
1977
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$421K
|
-$33.8K
|
-120
|
-8%
|
|
|
1978
|
WealthShield Partners
Cary,
North Carolina
|
$421K
|
-$5.35K
|
-19
|
-1%
|
|
|
1979
|
Stegent Equity Advisors
Houston,
Texas
|
$421K
|
+$48.7K
|
+173
|
+15%
|
|
|
1980
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$420K
|
+$1.97K
|
+7
|
+0.5%
|
|
|
1981
|
Mendel Capital Management
Little Rock,
Arkansas
|
$420K
|
+$19.7K
|
+70
|
+6%
|
|
|
1982
|
Oxford Financial Group
Carmel,
Indiana
|
$419K
|
-$9.29K
|
-33
|
-2%
|
|
|
1983
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$418K
|
–
|
–
|
–
|
|
|
1984
|
PineBridge Investments
New York
|
$416K
|
-$27.5M
|
-97,656
|
-99%
|
|
|
1985
|
Alpha Family Trust
Los Angeles,
California
|
$416K
|
–
|
–
|
–
|
|
|
1986
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$416K
|
+$21.7K
|
+77
|
+6%
|
|
|
1987
|
Keebeck Wealth Management
Chicago,
Illinois
|
$416K
|
+$53.2K
|
+189
|
+17%
|
|
|
1988
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$416K
|
+$24.8K
|
+88
|
+7%
|
|
|
1989
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$416K
|
+$5.07K
|
+18
|
+1%
|
|
|
1990
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$416K
|
+$73.5K
|
+261
|
+25%
|
|
|
1991
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$415K
|
-$19.7K
|
-70
|
-5%
|
|
|
1992
|
Fagan Associates
Troy,
New York
|
$415K
|
–
|
–
|
–
|
|
|
1993
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$413K
|
+$5.35K
|
+19
|
+1%
|
|
|
1994
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$412K
|
+$11.3K
|
+40
|
+3%
|
|
|
1995
|
Woodward Diversified Capital
Bakersfield,
California
|
$411K
|
+$135K
|
+480
|
+59%
|
|
|
1996
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$411K
|
-$49.8K
|
-177
|
-12%
|
|
|
1997
|
Ballast Inc
Lexington,
Kentucky
|
$411K
|
–
|
–
|
–
|
|
|
1998
|
West Branch Capital
Amherst,
Massachusetts
|
$411K
|
+$112K
|
+398
|
+45%
|
|
|
1999
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$408K
|
-$163K
|
-580
|
-31%
|
|
|
2000
|
Custom Index Systems
New York
|
$408K
|
-$149K
|
-530
|
-29%
|
|
