|
1976
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$201K
|
–
|
–
|
–
|
|
|
1977
|
Financial Management Professionals
Austin,
Texas
|
$201K
|
+$7.3K
|
+18
|
+4%
|
|
|
1978
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$200K
|
-$8.11K
|
-20
|
-4%
|
|
|
1979
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$200K
|
+$405
|
+1
|
+0.2%
|
|
|
1980
|
Ronit Capital
London,
United Kingdom
|
$199K
|
-$1.3M
|
-3,200
|
-88%
|
|
|
1981
|
Canton Hathaway
Providence,
Rhode Island
|
$199K
|
–
|
–
|
–
|
|
|
1982
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$199K
|
+$6.08K
|
+15
|
+3%
|
|
|
1983
|
Gemmer Asset Management
Walnut Creek,
California
|
$198K
|
-$7.3K
|
-18
|
-4%
|
|
|
1984
|
Vectors Research Management
New York
|
$195K
|
+$405
|
+1
|
+0.2%
|
|
|
1985
|
Creative Financial Designs
Kokomo,
Indiana
|
$194K
|
+$4.87K
|
+12
|
+3%
|
|
|
1986
|
CVA Family Office
Denver,
Colorado
|
$190K
|
+$40.5K
|
+100
|
+30%
|
|
|
1987
|
Financial Enhancement Group
Anderson,
Indiana
|
$188K
|
–
|
–
|
–
|
|
|
1988
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$186K
|
+$17.4K
|
+43
|
+11%
|
|
|
1989
|
Destiny Wealth Partners
Tavares,
Florida
|
$185K
|
-$2.43K
|
-6
|
-1%
|
|
|
1990
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$183K
|
-$30.4K
|
-75
|
-15%
|
|
|
1991
|
Private Ocean
San Rafael,
California
|
$180K
|
-$3.24K
|
-8
|
-2%
|
|
|
1992
|
Cowen Prime Advisors
New York
|
$177K
|
–
|
–
|
–
|
|
|
1993
|
Zions Bancorporation
Salt Lake City,
Utah
|
$176K
|
-$1.23M
|
-3,041
|
-88%
|
|
|
1994
|
Bray Capital Advisors
Naples,
Florida
|
$174K
|
–
|
–
|
–
|
|
|
1995
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$170K
|
+$24.3K
|
+60
|
+18%
|
|
|
1996
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$163K
|
-$40.5K
|
-100
|
-21%
|
|
|
1997
|
Sittner & Nelson
Eugene,
Oregon
|
$162K
|
–
|
–
|
–
|
|
|
1998
|
Liberty One Investment Management
Libertyville,
Illinois
|
$161K
|
-$3.65K
|
-9
|
-2%
|
|
|
1999
|
Evermay Wealth Management
Arlington,
Virginia
|
$158K
|
-$84.7K
|
-209
|
-37%
|
|
|
2000
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$158K
|
–
|
–
|
–
|
|
