|
1976
|
Corundum Group
Colorado Springs,
Colorado
|
$1.28M
|
+$719K
|
+4,698
|
+113%
|
|
|
1977
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.28M
|
-$612
|
-4
|
-0%
|
|
|
1978
|
SG Americas Securities
New York
|
$1.28M
|
-$15.5M
|
-101,242
|
-92%
|
|
|
1979
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.28M
|
-$140K
|
-913
|
-9%
|
|
|
1980
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$1.28M
|
+$152K
|
+990
|
+13%
|
|
|
1981
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.28M
|
-$104K
|
-678
|
-7%
|
|
|
1982
|
TigerOak Management
Albuquerque,
New Mexico
|
$1.28M
|
+$1.35M
|
+8,807
|
New
|
|
|
1983
|
Processus Wealth & Capital Management
Brentwood,
Tennessee
|
$1.28M
|
+$11.8K
|
+77
|
+0.9%
|
|
|
1984
|
Holistic Planning
Nacogdoches,
Texas
|
$1.27M
|
+$2.6K
|
+17
|
+0.2%
|
|
|
1985
|
RD Lewis Holdings
Maitland,
Florida
|
$1.27M
|
+$1.28M
|
+8,339
|
New
|
|
|
1986
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.27M
|
-$74.2K
|
-485
|
-6%
|
|
|
1987
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$1.26M
|
+$4.59K
|
+30
|
+0.3%
|
|
|
1988
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.26M
|
-$887K
|
-5,798
|
-40%
|
|
|
1989
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$1.26M
|
-$58.6K
|
-383
|
-4%
|
|
|
1990
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$1.25M
|
-$47K
|
-307
|
-3%
|
|
|
1991
|
Legacy Bridge
West Des Moines,
Iowa
|
$1.25M
|
–
|
–
|
–
|
|
|
1992
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$1.25M
|
+$459
|
+3
|
+0%
|
|
|
1993
|
Apella Capital
West Hartford,
Connecticut
|
$1.25M
|
+$7.81K
|
+51
|
+0.6%
|
|
|
1994
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.25M
|
–
|
–
|
–
|
|
|
1995
|
China Universal Asset Management Company
Shanghai,
China
|
$1.25M
|
+$354K
|
+2,311
|
+37%
|
|
|
1996
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$1.24M
|
–
|
–
|
–
|
|
|
1997
|
WBH Advisory
Baltimore,
Maryland
|
$1.24M
|
-$23.4K
|
-153
|
-2%
|
|
|
1998
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$1.23M
|
-$59.8K
|
-391
|
-4%
|
|
|
1999
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$1.23M
|
-$116K
|
-757
|
-8%
|
|
|
2000
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.23M
|
-$481K
|
-3,144
|
-27%
|
|
