|
1976
|
AmeriFlex Group
Las Vegas,
Nevada
|
$103K
|
-$68.5K
|
-220
|
-37%
|
|
|
1977
|
Bellwether Advisors
Lincoln,
Nebraska
|
$101K
|
–
|
–
|
–
|
|
|
1978
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$101K
|
+$31.1K
|
+100
|
+37%
|
|
|
1979
|
Union Savings Bank
Litchfield,
Connecticut
|
$100K
|
–
|
–
|
–
|
|
|
1980
|
BFSG LLC
Irvine,
California
|
$97.9K
|
+$3.74K
|
+12
|
+3%
|
|
|
1981
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$96.4K
|
–
|
–
|
–
|
|
|
1982
|
Rakuten Securities
Tokyo,
Japan
|
$95.1K
|
-$3.74K
|
-12
|
-3%
|
|
|
1983
|
Compound Global Advisors
Mercer Island,
Washington
|
$95.1K
|
+$109K
|
+350
|
New
|
|
|
1984
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$93.8K
|
–
|
–
|
–
|
|
|
1985
|
Wayfinding Financial
Lynnwood,
Washington
|
$89K
|
+$103K
|
+331
|
New
|
|
|
1986
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$88.3K
|
–
|
–
|
–
|
|
|
1987
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$88K
|
+$7.47K
|
+24
|
+8%
|
|
|
1988
|
Curat Global
Springfield,
New Hampshire
|
$85.9K
|
+$98.4K
|
+316
|
New
|
|
|
1989
|
MV Capital Management
Bethesda,
Maryland
|
$85.6K
|
-$1.56K
|
-5
|
-2%
|
|
|
1990
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$85.3K
|
–
|
–
|
–
|
|
|
1991
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$84.5K
|
–
|
–
|
–
|
|
|
1992
|
Valley Wealth Managers
Paramus,
New Jersey
|
$82.6K
|
–
|
–
|
–
|
|
|
1993
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$82.4K
|
+$2.8K
|
+9
|
+3%
|
|
|
1994
|
Berbice Capital Management
Melville,
New York
|
$81.5K
|
+$46.7K
|
+150
|
+100%
|
|
|
1995
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
$81.5K
|
+$93.4K
|
+300
|
New
|
|
|
1996
|
Avalon Trust
Santa Fe,
New Mexico
|
$80.6K
|
+$15.6K
|
+50
|
+20%
|
|
|
1997
|
Centennial Bank
Conway,
Arkansas
|
$80.2K
|
-$7.78K
|
-25
|
-8%
|
|
|
1998
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$79.7K
|
+$39.9K
|
+128
|
+80%
|
|
|
1999
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$78.6K
|
–
|
–
|
–
|
|
|
2000
|
Kestra Investment Management
Austin,
Texas
|
$78.3K
|
-$329K
|
-1,058
|
-79%
|
|
