|
1976
|
Destiny Wealth Partners
Tavares,
Florida
|
$160K
|
-$17.3K
|
-78
|
-11%
|
|
|
1977
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$155K
|
+$50.9K
|
+229
|
+60%
|
|
|
1978
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$152K
|
–
|
–
|
–
|
|
|
1979
|
LSV Asset Management
Chicago,
Illinois
|
$152K
|
–
|
–
|
–
|
|
|
1980
|
Column Capital Advisors
Indianapolis,
Indiana
|
$148K
|
+$88.2K
|
+397
|
+216%
|
|
|
1981
|
Winch Advisory Services
Appleton,
Wisconsin
|
$144K
|
+$22.2K
|
+100
|
+22%
|
|
|
1982
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$140K
|
-$26K
|
-117
|
-18%
|
|
|
1983
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$140K
|
+$122K
|
+550
|
New
|
|
|
1984
|
Sierra Capital
Miami,
Florida
|
$139K
|
+$121K
|
+545
|
New
|
|
|
1985
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$139K
|
-$10.2K
|
-46
|
-8%
|
|
|
1986
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$138K
|
+$27.8K
|
+125
|
+30%
|
|
|
1987
|
Kelly Financial Services
Braintree,
Massachusetts
|
$137K
|
-$66.9K
|
-301
|
-36%
|
|
|
1988
|
Grace Capital
Quincy,
Massachusetts
|
$135K
|
–
|
–
|
–
|
|
|
1989
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$134K
|
-$35.6K
|
-160
|
-23%
|
|
|
1990
|
State of Wyoming
Cheyenne,
Wyoming
|
$134K
|
+$117K
|
+525
|
New
|
|
|
1991
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$131K
|
+$13.6K
|
+61
|
+13%
|
|
|
1992
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$130K
|
+$5.78K
|
+26
|
+5%
|
|
|
1993
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$130K
|
–
|
–
|
–
|
|
|
1994
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$129K
|
+$6.67K
|
+30
|
+6%
|
|
|
1995
|
FNY Investment Advisers
New York
|
$127K
|
-$3.11M
|
-14,000
|
-97%
|
|
|
1996
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$127K
|
–
|
–
|
–
|
|
|
1997
|
New Capital Management
Houston,
Texas
|
$127K
|
–
|
–
|
–
|
|
|
1998
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$127K
|
+$35.3K
|
+159
|
+47%
|
|
|
1999
|
Annapolis Financial Services
Annapolis,
Maryland
|
$127K
|
+$66.7K
|
+300
|
+150%
|
|
|
2000
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$126K
|
–
|
–
|
–
|
|
