|
1976
|
ERn Financial LLC
Middleton,
Wisconsin
|
$1.92M
|
+$47.3K
|
+51
|
+3%
|
|
|
1977
|
360 Financial
Wayzata,
Minnesota
|
$1.92M
|
–
|
–
|
–
|
|
|
1978
|
Certuity
North Palm Beach,
Florida
|
$1.91M
|
+$756K
|
+815
|
+64%
|
|
|
1979
|
Creekmur Asset Management
Morton,
Illinois
|
$1.91M
|
+$228K
|
+246
|
+13%
|
|
|
1980
|
Sone Capital Management
New York
|
$1.9M
|
+$1.92M
|
+2,072
|
New
|
|
|
1981
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$1.9M
|
+$26.9K
|
+29
|
+1%
|
|
|
1982
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.89M
|
-$5.57K
|
-6
|
-0.3%
|
|
|
1983
|
Bolthouse Investments
Bakersfield,
California
|
$1.89M
|
+$1.92M
|
+2,066
|
New
|
|
|
1984
|
Altman Advisors
Chicago,
Illinois
|
$1.89M
|
+$13.9K
|
+15
|
+0.7%
|
|
|
1985
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.88M
|
+$928
|
+1
|
+0%
|
|
|
1986
|
Wellington Shields Capital Management
New York
|
$1.87M
|
-$85.4K
|
-92
|
-4%
|
|
|
1987
|
SG Americas Securities
New York
|
$1.87M
|
-$53.4M
|
-57,579
|
-97%
|
|
|
1988
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.87M
|
-$185K
|
-199
|
-9%
|
|
|
1989
|
Park Edge Advisors
Cleveland,
Ohio
|
$1.87M
|
+$599K
|
+646
|
+46%
|
|
|
1990
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$1.86M
|
-$13K
|
-14
|
-0.7%
|
|
|
1991
|
Unionview LLC
Seattle,
Washington
|
$1.86M
|
-$11.1K
|
-12
|
-0.6%
|
|
|
1992
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.86M
|
+$19.5K
|
+21
|
+1%
|
|
|
1993
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$1.85M
|
–
|
–
|
–
|
|
|
1994
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.85M
|
-$13K
|
-14
|
-0.7%
|
|
|
1995
|
United Community Bank
Greenville,
South Carolina
|
$1.85M
|
-$51K
|
-55
|
-3%
|
|
|
1996
|
TB Alternative Assets
Grand Cayman,
Cayman Islands
|
$1.85M
|
+$1.88M
|
+2,021
|
New
|
|
|
1997
|
Investment Partners
New Philadelphia,
Ohio
|
$1.85M
|
+$5.57K
|
+6
|
+0.3%
|
|
|
1998
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$1.85M
|
+$1.87M
|
+2,020
|
New
|
|
|
1999
|
Quintet Private Bank (Europe)
Luxembourg
|
$1.85M
|
+$18.6K
|
+20
|
+1%
|
|
|
2000
|
Pioneer Trust Bank
Salem,
Oregon
|
$1.85M
|
+$371K
|
+400
|
+25%
|
|
