|
1976
|
WC Walker & Associates
Fullerton,
California
|
$203K
|
–
|
–
|
–
|
|
|
1977
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$203K
|
+$4.39K
|
+10
|
+2%
|
|
|
1978
|
Saiph Capital
Wyckoff,
New Jersey
|
$203K
|
-$31.2K
|
-71
|
-13%
|
|
|
1979
|
Plancorp LLC
Saint Louis,
Missouri
|
$202K
|
-$878
|
-2
|
-0.4%
|
|
|
1980
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$202K
|
–
|
–
|
–
|
|
|
1981
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$202K
|
–
|
–
|
–
|
|
|
1982
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$201K
|
+$439
|
+1
|
+0.2%
|
|
|
1983
|
Machina Capital
Paris,
France
|
$201K
|
+$205K
|
+468
|
New
|
|
|
1984
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$199K
|
–
|
–
|
–
|
|
|
1985
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$197K
|
+$43.9K
|
+100
|
+28%
|
|
|
1986
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$195K
|
-$43.9K
|
-100
|
-18%
|
|
|
1987
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$195K
|
–
|
–
|
–
|
|
|
1988
|
Canton Hathaway
Providence,
Rhode Island
|
$193K
|
–
|
–
|
–
|
|
|
1989
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$193K
|
–
|
–
|
–
|
|
|
1990
|
Highlander Capital Management
Short Hills,
New Jersey
|
$193K
|
+$87.8K
|
+200
|
+80%
|
|
|
1991
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$192K
|
-$3.95K
|
-9
|
-2%
|
|
|
1992
|
Vectors Research Management
New York
|
$190K
|
–
|
–
|
–
|
|
|
1993
|
Center for Financial Planning
Southfied,
Michigan
|
$187K
|
-$15.4K
|
-35
|
-7%
|
|
|
1994
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$187K
|
+$53.6K
|
+122
|
+39%
|
|
|
1995
|
Financial Enhancement Group
Anderson,
Indiana
|
$183K
|
–
|
–
|
–
|
|
|
1996
|
Destiny Wealth Partners
Tavares,
Florida
|
$180K
|
–
|
–
|
–
|
|
|
1997
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$179K
|
–
|
–
|
–
|
|
|
1998
|
Private Ocean
San Rafael,
California
|
$175K
|
–
|
–
|
–
|
|
|
1999
|
Creative Financial Designs
Kokomo,
Indiana
|
$174K
|
-$14.9K
|
-34
|
-8%
|
|
|
2000
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$172K
|
-$23.7K
|
-54
|
-12%
|
|
