|
1976
|
Source Financial Advisors
New York
|
$3.48M
|
-$91.5K
|
-468
|
-3%
|
|
|
1977
|
Portside Wealth Group
Provo,
Utah
|
$3.47M
|
-$446K
|
-2,279
|
-12%
|
|
|
1978
|
Advisor OS
Chicago,
Illinois
|
$3.47M
|
-$252K
|
-1,291
|
-7%
|
|
|
1979
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$3.47M
|
-$1.06M
|
-5,444
|
-24%
|
|
|
1980
|
Benin Management Corp
Wilton,
Connecticut
|
$3.46M
|
+$26.8K
|
+137
|
+0.8%
|
|
|
1981
|
Cynosure Group
Salt Lake City,
Utah
|
$3.46M
|
+$189K
|
+969
|
+6%
|
|
|
1982
|
Inspire Trust Company
Reno,
Nevada
|
$3.46M
|
+$1.34M
|
+6,864
|
+67%
|
|
|
1983
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$3.45M
|
-$191K
|
-979
|
-5%
|
|
|
1984
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.43M
|
-$187K
|
-956
|
-5%
|
|
|
1985
|
NVWM LLC
Yardley,
Pennsylvania
|
$3.43M
|
-$748K
|
-3,826
|
-18%
|
|
|
1986
|
Vectors Research Management
New York
|
$3.43M
|
-$111K
|
-570
|
-3%
|
|
|
1987
|
Belmont Capital
Los Angeles,
California
|
$3.43M
|
+$1.81M
|
+9,257
|
+121%
|
|
|
1988
|
Moser Wealth Advisors
Bellevue,
Washington
|
$3.43M
|
-$39.1K
|
-200
|
-1%
|
|
|
1989
|
Joseph Group Capital Management
Columbus,
Ohio
|
$3.42M
|
+$210K
|
+1,074
|
+7%
|
|
|
1990
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$3.42M
|
-$194K
|
-991
|
-6%
|
|
|
1991
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.41M
|
-$148K
|
-756
|
-4%
|
|
|
1992
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$3.41M
|
-$176K
|
-900
|
-5%
|
|
|
1993
|
Brooklyn Investment Group
Brooklyn,
New York
|
$3.41M
|
–
|
–
|
–
|
|
|
1994
|
First Bankers Trust
Louisville,
Kentucky
|
$3.39M
|
-$39.3K
|
-201
|
-1%
|
|
|
1995
|
|
$3.39M
|
-$413K
|
-2,113
|
-11%
|
|
|
1996
|
Marest Capital
Tarzana,
California
|
$3.38M
|
+$19.7K
|
+101
|
+0.6%
|
|
|
1997
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$3.37M
|
+$3.71K
|
+19
|
+0.1%
|
|
|
1998
|
Group One Trading
Chicago,
Illinois
|
$3.37M
|
-$17.2M
|
-87,993
|
-84%
|
|
|
1999
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$3.35M
|
-$501K
|
-2,563
|
-13%
|
|
|
2000
|
First City Capital Management
Savannah,
Georgia
|
$3.35M
|
-$37K
|
-189
|
-1%
|
|
