|
1976
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$403K
|
-$43.9K
|
-194
|
-11%
|
|
|
1977
|
SSI Investment Management
Los Angeles,
California
|
$402K
|
-$1.13K
|
-5
|
-0.3%
|
|
|
1978
|
Evanson Asset Management
Carmel,
California
|
$402K
|
-$20.4K
|
-90
|
-6%
|
|
|
1979
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$401K
|
+$334K
|
+1,476
|
New
|
|
|
1980
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$400K
|
+$2.26K
|
+10
|
+0.7%
|
|
|
1981
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$399K
|
–
|
–
|
–
|
|
|
1982
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$398K
|
+$342K
|
+1,512
|
New
|
|
|
1983
|
LJI Wealth Management
Indianapolis,
Indiana
|
$398K
|
-$12.7K
|
-56
|
-4%
|
|
|
1984
|
CNB Bank
Clearfield,
Pennsylvania
|
$398K
|
-$11.1K
|
-49
|
-3%
|
|
|
1985
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$397K
|
–
|
–
|
–
|
|
|
1986
|
Ategra Capital Management
Vienna,
Virginia
|
$395K
|
-$85.3K
|
-377
|
-20%
|
|
|
1987
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$395K
|
–
|
–
|
–
|
|
|
1988
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$394K
|
+$28.7K
|
+127
|
+9%
|
|
|
1989
|
Advisory Alpha
Holland,
Michigan
|
$394K
|
+$12K
|
+53
|
+4%
|
|
|
1990
|
Richardson Financial Services
Medway,
Massachusetts
|
$394K
|
+$339K
|
+1,497
|
New
|
|
|
1991
|
Canton Hathaway
Providence,
Rhode Island
|
$392K
|
–
|
–
|
–
|
|
|
1992
|
Simplicity Wealth
Summit,
New Jersey
|
$390K
|
+$335K
|
+1,481
|
New
|
|
|
1993
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$389K
|
+$6.11K
|
+27
|
+2%
|
|
|
1994
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$389K
|
–
|
–
|
–
|
|
|
1995
|
Summit Global Investments
Bountiful,
Utah
|
$389K
|
-$19.2M
|
-84,677
|
-98%
|
|
|
1996
|
Cobblestone Capital Advisors
Rochester,
New York
|
$387K
|
+$13.1K
|
+58
|
+4%
|
|
|
1997
|
Grandfield & Dodd
New York
|
$385K
|
–
|
–
|
–
|
|
|
1998
|
Paladin Advisory Group
Clive,
Iowa
|
$385K
|
-$2.26K
|
-10
|
-0.7%
|
|
|
1999
|
Tradition Wealth Management
Edina,
Minnesota
|
$384K
|
-$453
|
-2
|
-0.1%
|
|
|
2000
|
West Family Investments
Carlsbad,
California
|
$384K
|
–
|
–
|
–
|
|
