|
1976
|
Merrion Investment Management
Cranford,
New Jersey
|
$2.29M
|
–
|
–
|
–
|
|
|
1977
|
Auxano Advisors
Bellevue,
Washington
|
$2.29M
|
+$24.7K
|
+151
|
+1%
|
|
|
1978
|
Northwest Bancshares
Warren,
Pennsylvania
|
$2.28M
|
+$49.1K
|
+300
|
+2%
|
|
|
1979
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.28M
|
-$43.4K
|
-265
|
-2%
|
|
|
1980
|
Peak Asset Management
Louisville,
Colorado
|
$2.28M
|
+$42.9K
|
+262
|
+2%
|
|
|
1981
|
Point72 Hong Kong
Hong Kong
|
$2.28M
|
-$248K
|
-1,515
|
-10%
|
|
|
1982
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.28M
|
+$271K
|
+1,657
|
+14%
|
|
|
1983
|
Humankind Investments
New York
|
$2.28M
|
+$404K
|
+2,470
|
+23%
|
|
|
1984
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$2.26M
|
+$2.17M
|
+13,227
|
New
|
|
|
1985
|
Probity Advisors
Dallas,
Texas
|
$2.26M
|
-$34.2K
|
-209
|
-2%
|
|
|
1986
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$2.26M
|
+$89.7K
|
+548
|
+4%
|
|
|
1987
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$2.25M
|
+$26.2K
|
+160
|
+1%
|
|
|
1988
|
Redmond Asset Management
Henrico,
Virginia
|
$2.25M
|
+$946K
|
+5,777
|
+78%
|
|
|
1989
|
Wambolt & Associates
Littleton,
Colorado
|
$2.24M
|
+$215K
|
+1,313
|
+11%
|
|
|
1990
|
Klingman & Associates
New York
|
$2.23M
|
+$24.6K
|
+150
|
+1%
|
|
|
1991
|
WealthShield Partners
Cary,
North Carolina
|
$2.23M
|
+$1.43M
|
+8,717
|
+201%
|
|
|
1992
|
HCR Wealth Advisors
Los Angeles,
California
|
$2.23M
|
-$17.7K
|
-108
|
-0.8%
|
|
|
1993
|
Legacy Financial Advisors
Covington,
Kentucky
|
$2.23M
|
+$127K
|
+774
|
+6%
|
|
|
1994
|
First National Corp
Rockland,
Massachusetts
|
$2.23M
|
+$15.4K
|
+94
|
+0.7%
|
|
|
1995
|
Wealthquest
Cincinnati,
Ohio
|
$2.22M
|
+$18K
|
+110
|
+0.9%
|
|
|
1996
|
Point72 Asset Management
Stamford,
Connecticut
|
$2.22M
|
-$16.1M
|
-98,523
|
-88%
|
|
|
1997
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$2.22M
|
-$48.8K
|
-298
|
-2%
|
|
|
1998
|
Keystone Financial Planning
Cleveland,
Ohio
|
$2.22M
|
-$19.3K
|
-118
|
-0.9%
|
|
|
1999
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$2.22M
|
+$254K
|
+1,549
|
+14%
|
|
|
2000
|
Archer Investment Corporation
Carmel,
Indiana
|
$2.22M
|
-$16K
|
-98
|
-0.8%
|
|
