|
1976
|
Biltmore Family Office
Charlotte,
North Carolina
|
$256K
|
–
|
–
|
–
|
|
|
1977
|
Annandale Capital
Dallas,
Texas
|
$255K
|
–
|
–
|
–
|
|
|
1978
|
Stokes Family Office
New Orleans,
Louisiana
|
$254K
|
-$80.8K
|
-355
|
-22%
|
|
|
1979
|
Marco Investment Management
Atlanta,
Georgia
|
$254K
|
+$40.1K
|
+176
|
+16%
|
|
|
1980
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$254K
|
–
|
–
|
–
|
|
|
1981
|
Second Line Capital
Metairie,
Louisiana
|
$254K
|
+$2.73K
|
+12
|
+1%
|
|
|
1982
|
Wall Street Financial Group
Carlinville,
Illinois
|
$254K
|
+$291K
|
+1,277
|
New
|
|
|
1983
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$254K
|
–
|
–
|
–
|
|
|
1984
|
Oakworth Capital
Birmingham,
Alabama
|
$254K
|
–
|
–
|
–
|
|
|
1985
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$254K
|
-$19.4K
|
-85
|
-6%
|
|
|
1986
|
Retirement Solution
Redmond,
Washington
|
$254K
|
-$50.3K
|
-221
|
-15%
|
|
|
1987
|
Aspetuck Financial Management
Westport,
Connecticut
|
$253K
|
+$38.3K
|
+168
|
+15%
|
|
|
1988
|
Physician Wealth Advisors
Midvale,
Utah
|
$253K
|
+$35.1K
|
+154
|
+14%
|
|
|
1989
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$253K
|
+$18.7K
|
+82
|
+7%
|
|
|
1990
|
S&T Bank
Indiana,
Pennsylvania
|
$253K
|
+$1.59K
|
+7
|
+0.6%
|
|
|
1991
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$253K
|
-$36.4K
|
-160
|
-11%
|
|
|
1992
|
Bogart Wealth LLC
Mclean,
Virginia
|
$253K
|
-$159K
|
-698
|
-35%
|
|
|
1993
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$252K
|
+$5.69K
|
+25
|
+2%
|
|
|
1994
|
Client 1st Advisory Group
Dunedin,
Florida
|
$252K
|
-$167K
|
-733
|
-37%
|
|
|
1995
|
Waterfront Wealth
Overland Park,
Kansas
|
$252K
|
–
|
–
|
–
|
|
|
1996
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$252K
|
-$16.2K
|
-71
|
-5%
|
|
|
1997
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$252K
|
+$65.1K
|
+286
|
+29%
|
|
|
1998
|
Baron Wealth Management
Troy,
Michigan
|
$251K
|
-$20.9K
|
-92
|
-7%
|
|
|
1999
|
Howard Financial Services
Dallas,
Texas
|
$251K
|
+$18.2K
|
+80
|
+7%
|
|
|
2000
|
Summit Securities Group
New York
|
$251K
|
+$287K
|
+1,259
|
New
|
|
