|
1976
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.6M
|
+$148
|
+1
|
+0%
|
|
|
1977
|
GQG Partners
Ft. Lauderdale,
Florida
|
$1.59M
|
+$75.6K
|
+511
|
+5%
|
|
|
1978
|
Focused Wealth Management
Newburgh,
New York
|
$1.59M
|
+$81.5K
|
+551
|
+5%
|
|
|
1979
|
Tudor Investment Corp
Stamford,
Connecticut
|
$1.59M
|
-$2.11M
|
-14,229
|
-57%
|
|
|
1980
|
Origin Asset Management
London,
United Kingdom
|
$1.59M
|
-$488K
|
-3,300
|
-24%
|
|
|
1981
|
Seven Eight Capital
New York
|
$1.59M
|
-$178K
|
-1,200
|
-10%
|
|
|
1982
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$1.59M
|
-$33.3K
|
-225
|
-2%
|
|
|
1983
|
Kings Point Capital Management
Great Neck,
New York
|
$1.59M
|
+$351K
|
+2,370
|
+29%
|
|
|
1984
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.58M
|
+$32.3K
|
+218
|
+2%
|
|
|
1985
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$1.57M
|
–
|
–
|
–
|
|
|
1986
|
Institute for Wealth Management
Denver,
Colorado
|
$1.55M
|
-$475K
|
-3,207
|
-24%
|
|
|
1987
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.55M
|
+$14.8K
|
+100
|
+1%
|
|
|
1988
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$1.55M
|
+$400K
|
+2,701
|
+35%
|
|
|
1989
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$1.55M
|
-$194K
|
-1,311
|
-11%
|
|
|
1990
|
Intrua Financial
Houston,
Texas
|
$1.54M
|
-$483K
|
-3,264
|
-24%
|
|
|
1991
|
|
$1.54M
|
+$180K
|
+1,217
|
+13%
|
|
|
1992
|
Summit Wealth Partners
Orlando,
Florida
|
$1.54M
|
-$6.81K
|
-46
|
-0.4%
|
|
|
1993
|
Hoertkorn Richard Charles
|
$1.54M
|
–
|
–
|
–
|
|
|
1994
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.54M
|
-$3.7K
|
-25
|
-0.2%
|
|
|
1995
|
Portland Global Advisors
Portland,
Maine
|
$1.53M
|
+$181K
|
+1,221
|
+13%
|
|
|
1996
|
Klingman & Associates
New York
|
$1.53M
|
+$166K
|
+1,125
|
+12%
|
|
|
1997
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.53M
|
+$22.6K
|
+153
|
+2%
|
|
|
1998
|
EFG Asset Management (Americas)
Miami,
Florida
|
$1.53M
|
-$329K
|
-2,221
|
-18%
|
|
|
1999
|
First National Bank of South Miami
South Miami,
Florida
|
$1.52M
|
-$27.2K
|
-184
|
-2%
|
|
|
2000
|
Old North State Trust
Greensboro,
North Carolina
|
$1.52M
|
-$510K
|
-3,448
|
-25%
|
|
