|
1976
|
Spirepoint Private Client
Vero Beach,
Florida
|
$206K
|
+$206K
|
+311
|
New
|
|
|
1977
|
Affinity Capital Advisors
Berkeley,
California
|
$206K
|
+$206K
|
+311
|
New
|
|
|
1978
|
PGIM Custom Harvest
Newark,
New Jersey
|
$205K
|
-$33.7K
|
-51
|
-14%
|
|
|
1979
|
One Wealth Advisors
San Francisco,
California
|
$205K
|
-$31.7K
|
-48
|
-13%
|
|
|
1980
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$205K
|
+$24.4K
|
+37
|
+11%
|
|
|
1981
|
Uniting Wealth Partners
Mission,
Kansas
|
$205K
|
+$661
|
+1
|
+0.3%
|
|
|
1982
|
CoreCap Advisors
Southfield,
Michigan
|
$204K
|
-$390K
|
-590
|
-66%
|
|
|
1983
|
Journey Advisory Group
Covington,
Kentucky
|
$204K
|
-$7.93K
|
-12
|
-4%
|
|
|
1984
|
Grunden Financial Advisory
Denton,
Texas
|
$204K
|
+$204K
|
+308
|
New
|
|
|
1985
|
Naples Global Advisors
Naples,
Florida
|
$204K
|
-$6.61K
|
-10
|
-3%
|
|
|
1986
|
Bennett Associates Wealth Management
Butler,
Pennsylvania
|
$203K
|
+$203K
|
+307
|
New
|
|
|
1987
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
$203K
|
+$203K
|
+307
|
New
|
|
|
1988
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$203K
|
+$6.61K
|
+10
|
+3%
|
|
|
1989
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$203K
|
+$202K
|
+306
|
New
|
|
|
1990
|
Independent Wealth Network
Urbandale,
Iowa
|
$203K
|
+$202K
|
+306
|
New
|
|
|
1991
|
Azzad Asset Management
Falls Church,
Virginia
|
$203K
|
–
|
–
|
–
|
|
|
1992
|
Foronjy Financial
Santa Barbara,
California
|
$202K
|
+$3.3K
|
+5
|
+2%
|
|
|
1993
|
Sentinus LLC
Oak Brook,
Illinois
|
$201K
|
-$50.9K
|
-77
|
-20%
|
|
|
1994
|
Autumn Glory Partners
Dallas,
Texas
|
$201K
|
–
|
–
|
–
|
|
|
1995
|
Bell Bank
Fargo,
North Dakota
|
$201K
|
–
|
–
|
–
|
|
|
1996
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$201K
|
+$201K
|
+304
|
New
|
|
|
1997
|
Potomac Fund Management
Miami,
Florida
|
$201K
|
+$200K
|
+303
|
New
|
|
|
1998
|
|
$199K
|
–
|
–
|
–
|
|
|
1999
|
Catherine Avery Investment Management
Longboat Key,
Florida
|
$199K
|
–
|
–
|
–
|
|
|
2000
|
Arlington Trust
Birmingham,
Alabama
|
$196K
|
-$1.28M
|
-1,936
|
-87%
|
|
