|
1976
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$390K
|
+$182
|
+1
|
+0.1%
|
|
|
1977
|
HORAN Wealth
Cincinnati,
Ohio
|
$390K
|
-$126K
|
-690
|
-31%
|
|
|
1978
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$389K
|
+$277K
|
+1,522
|
New
|
|
|
1979
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$387K
|
+$277K
|
+1,522
|
New
|
|
|
1980
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$386K
|
-$43.1K
|
-237
|
-14%
|
|
|
1981
|
Woodward Diversified Capital
Bakersfield,
California
|
$385K
|
-$26.9K
|
-148
|
-9%
|
|
|
1982
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$385K
|
-$518K
|
-2,846
|
-65%
|
|
|
1983
|
Creative Financial Designs
Kokomo,
Indiana
|
$383K
|
+$226K
|
+1,243
|
+484%
|
|
|
1984
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$383K
|
–
|
–
|
–
|
|
|
1985
|
Cladis Investment Advisory
Billings,
Montana
|
$383K
|
–
|
–
|
–
|
|
|
1986
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$383K
|
–
|
–
|
–
|
|
|
1987
|
Greatmark Investment Partners
Columbus,
Georgia
|
$383K
|
–
|
–
|
–
|
|
|
1988
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$383K
|
–
|
–
|
–
|
|
|
1989
|
Sassicaia Capital Advisers
Jericho,
New York
|
$383K
|
+$273K
|
+1,500
|
New
|
|
|
1990
|
Talbot Financial
Bellevue,
Washington
|
$383K
|
+$273K
|
+1,500
|
New
|
|
|
1991
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$383K
|
–
|
–
|
–
|
|
|
1992
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$383K
|
–
|
–
|
–
|
|
|
1993
|
Cross Staff Investments
Pittsford,
New York
|
$381K
|
–
|
–
|
–
|
|
|
1994
|
Nadler Financial Group
Deerfield,
Illinois
|
$381K
|
+$271K
|
+1,492
|
New
|
|
|
1995
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$381K
|
–
|
–
|
–
|
|
|
1996
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$381K
|
+$271K
|
+1,490
|
New
|
|
|
1997
|
Pinpoint Asset Management (Singapore)
Singapore,
|
$379K
|
-$225K
|
-1,235
|
-45%
|
|
|
1998
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$377K
|
-$6.19K
|
-34
|
-2%
|
|
|
1999
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$377K
|
-$182
|
-1
|
-0.1%
|
|
|
2000
|
First Command Advisory Services
Fort Worth,
Texas
|
$373K
|
-$75K
|
-412
|
-22%
|
|
