|
1976
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$3.03K
|
-$28.6K
|
-60
|
-90%
|
|
|
1977
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.03K
|
-$2.38K
|
-5
|
-42%
|
|
|
1978
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$3.03K
|
–
|
–
|
–
|
|
|
1979
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$3K
|
–
|
–
|
–
|
|
|
1980
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$2.59K
|
-$1.91K
|
-4
|
-40%
|
|
|
1981
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$2.59K
|
–
|
–
|
–
|
|
|
1982
|
Asset Planning Inc
Cypress,
California
|
$2.16K
|
–
|
–
|
–
|
|
|
1983
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2.16K
|
–
|
–
|
–
|
|
|
1984
|
POM Investment Strategies
Raleigh,
North Carolina
|
$2.16K
|
+$2.38K
|
+5
|
New
|
|
|
1985
|
Purpose Unlimited Inc
Toronto,
|
$2.16K
|
+$2.38K
|
+5
|
New
|
|
|
1986
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$2.16K
|
+$2.38K
|
+5
|
New
|
|
|
1987
|
Winthrop Capital Management
Carmel,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
1988
|
PayPay Securities
Tokyo,
Japan
|
$1.94K
|
-$477
|
-1
|
-17%
|
|
|
1989
|
Align Financial
Hermantown,
Minnesota
|
$1.73K
|
-$1.26M
|
-2,646
|
-100%
|
|
|
1990
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$1.73K
|
–
|
–
|
–
|
|
|
1991
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.42K
|
–
|
–
|
–
|
|
|
1992
|
Bravera Wealth
Bismarck,
North Dakota
|
$1.3K
|
-$1.43K
|
-3
|
-50%
|
|
|
1993
|
Cheviot Value Management
Beverly Hills,
California
|
$1.3K
|
–
|
–
|
–
|
|
|
1994
|
Security National Bank
Omaha,
Nebraska
|
$1.3K
|
–
|
–
|
–
|
|
|
1995
|
Davis Capital Management
Jacksonville,
Florida
|
$1.3K
|
+$477
|
+1
|
+50%
|
|
|
1996
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.3K
|
+$1.43K
|
+3
|
New
|
|
|
1997
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$1.05K
|
-$72.5K
|
-152
|
-98%
|
|
|
1998
|
|
$957
|
-$1.34M
|
-2,818
|
-100%
|
|
|
1999
|
Byrne Asset Management
Kingston,
New Jersey
|
$865
|
–
|
–
|
–
|
|
|
2000
|
Seneschal Advisors
Tacoma,
Washington
|
$865
|
–
|
–
|
–
|
|
