|
1976
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$778K
|
-$3.58K
|
-8
|
-0.5%
|
|
|
1977
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$777K
|
+$153K
|
+342
|
+25%
|
|
|
1978
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$777K
|
–
|
–
|
–
|
|
|
1979
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$774K
|
–
|
–
|
–
|
|
|
1980
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$773K
|
-$320K
|
-716
|
-30%
|
|
|
1981
|
Farmers National Bank
Danville,
Kentucky
|
$771K
|
-$44.7K
|
-100
|
-6%
|
|
|
1982
|
Lenox Wealth Advisors
New York
|
$770K
|
+$181K
|
+404
|
+31%
|
|
|
1983
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$769K
|
-$56.4K
|
-126
|
-7%
|
|
|
1984
|
Parallax Volatility Advisers
San Francisco,
California
|
$769K
|
+$758K
|
+1,695
|
New
|
|
|
1985
|
Brio Consultants
San Francisco,
California
|
$765K
|
+$270K
|
+604
|
+56%
|
|
|
1986
|
Main Management
San Francisco,
California
|
$764K
|
+$312K
|
+697
|
+71%
|
|
|
1987
|
McIlrath & Eck
Arlington,
Washington
|
$756K
|
–
|
–
|
–
|
|
|
1988
|
BCK Partners
Corning,
New York
|
$755K
|
-$31.3K
|
-70
|
-4%
|
|
|
1989
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$752K
|
-$82.3K
|
-184
|
-10%
|
|
|
1990
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$752K
|
–
|
–
|
–
|
|
|
1991
|
Searle & Co
Greenwich,
Connecticut
|
$752K
|
+$246K
|
+550
|
+50%
|
|
|
1992
|
Frisch Financial Group
Melville,
New York
|
$751K
|
+$3.58K
|
+8
|
+0.5%
|
|
|
1993
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$747K
|
+$184K
|
+412
|
+33%
|
|
|
1994
|
WT Wealth Management
Scottsdale,
Arizona
|
$746K
|
-$894
|
-2
|
-0.1%
|
|
|
1995
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$746K
|
–
|
–
|
–
|
|
|
1996
|
Plimoth Trust
Plymouth,
Massachusetts
|
$740K
|
-$4.47K
|
-10
|
-0.6%
|
|
|
1997
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$740K
|
+$8.95K
|
+20
|
+1%
|
|
|
1998
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$740K
|
+$87.2K
|
+195
|
+14%
|
|
|
1999
|
Cannell & Spears
New York
|
$737K
|
–
|
–
|
–
|
|
|
2000
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$733K
|
–
|
–
|
–
|
|
