|
1976
|
Wayfinding Financial
Lynnwood,
Washington
|
$203K
|
-$26.5K
|
-293
|
-12%
|
|
|
1977
|
Lincoln Capital
Lincoln,
Nebraska
|
$203K
|
-$4.52K
|
-50
|
-2%
|
|
|
1978
|
Capital Square
Chattanooga,
Tennessee
|
$202K
|
-$22.4K
|
-248
|
-10%
|
|
|
1979
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$202K
|
-$23.8K
|
-263
|
-11%
|
|
|
1980
|
Midland Wealth Advisors
Effingham,
Illinois
|
$201K
|
+$195K
|
+2,151
|
New
|
|
|
1981
|
|
$201K
|
–
|
–
|
–
|
|
|
1982
|
Nicholson Meyer Capital Management
Kansas City,
Missouri
|
$201K
|
-$8.59K
|
-95
|
-4%
|
|
|
1983
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$201K
|
-$2.26K
|
-25
|
-1%
|
|
|
1984
|
Breakwater Capital Group
Paramus,
New Jersey
|
$200K
|
-$29.4K
|
-325
|
-13%
|
|
|
1985
|
Tompkins Financial
Ithaca,
New York
|
$198K
|
-$27.1K
|
-300
|
-12%
|
|
|
1986
|
McMillan Office
St. Clair Shores,
Michigan
|
$197K
|
+$190K
|
+2,100
|
New
|
|
|
1987
|
Tripletail Wealth Management
Orlando,
Florida
|
$196K
|
+$39K
|
+431
|
+26%
|
|
|
1988
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$196K
|
–
|
–
|
–
|
|
|
1989
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$195K
|
+$25.1K
|
+277
|
+15%
|
|
|
1990
|
Catalyst Capital Advisors
Huntington,
New York
|
$189K
|
-$544K
|
-6,010
|
-75%
|
|
|
1991
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$189K
|
–
|
–
|
–
|
|
|
1992
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$188K
|
-$22.3K
|
-247
|
-11%
|
|
|
1993
|
Bangor Savings Bank
Bangor,
Maine
|
$186K
|
-$14.1K
|
-156
|
-7%
|
|
|
1994
|
PFS Partners
Mine Hill,
New Jersey
|
$186K
|
+$995
|
+11
|
+0.6%
|
|
|
1995
|
First Command Advisory Services
Fort Worth,
Texas
|
$185K
|
+$24.6K
|
+272
|
+16%
|
|
|
1996
|
Root Financial Partners
Encinitas,
California
|
$185K
|
+$1.63K
|
+18
|
+0.9%
|
|
|
1997
|
Archer Investment Corporation
Carmel,
Indiana
|
$184K
|
-$1.81K
|
-20
|
-1%
|
|
|
1998
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$181K
|
–
|
–
|
–
|
|
|
1999
|
MV Capital Management
Bethesda,
Maryland
|
$180K
|
-$15.7K
|
-174
|
-8%
|
|
|
2000
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$179K
|
–
|
–
|
–
|
|
