|
1976
|
Summit Asset Management
Memphis,
Tennessee
|
$439K
|
+$10.9K
|
+30
|
+2%
|
|
|
1977
|
Community Bank
Dewitt,
New York
|
$438K
|
+$96.4K
|
+265
|
+27%
|
|
|
1978
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$436K
|
-$6.91K
|
-19
|
-1%
|
|
|
1979
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$436K
|
+$12.7K
|
+35
|
+3%
|
|
|
1980
|
Aristides Capital
Louisville,
Kentucky
|
$435K
|
–
|
–
|
–
|
|
|
1981
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$434K
|
+$41.8K
|
+115
|
+10%
|
|
|
1982
|
Lake Street Private Wealth
Chicago,
Illinois
|
$433K
|
+$5.82K
|
+16
|
+1%
|
|
|
1983
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$431K
|
–
|
–
|
–
|
|
|
1984
|
|
$430K
|
+$42.2K
|
+116
|
+10%
|
|
|
1985
|
Park National Corp
Newark,
Ohio
|
$428K
|
–
|
–
|
–
|
|
|
1986
|
DRW Securities
Chicago,
Illinois
|
$427K
|
-$254K
|
-698
|
-36%
|
|
|
1987
|
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
|
$427K
|
-$14.9K
|
-41
|
-3%
|
|
|
1988
|
Aries Wealth Management
Portland,
Maine
|
$427K
|
–
|
–
|
–
|
|
|
1989
|
Jones Financial Companies
Des Peres,
Missouri
|
$425K
|
-$4.36K
|
-12
|
-1%
|
|
|
1990
|
Evermay Wealth Management
Arlington,
Virginia
|
$425K
|
–
|
–
|
–
|
|
|
1991
|
KB Financial Partners
Princeton,
New Jersey
|
$422K
|
-$78.2K
|
-215
|
-15%
|
|
|
1992
|
Rede Wealth
Charlottesville,
Virginia
|
$421K
|
+$26.2K
|
+72
|
+6%
|
|
|
1993
|
Camelot Portfolios
Maumee,
Ohio
|
$420K
|
-$31.3K
|
-86
|
-7%
|
|
|
1994
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$420K
|
+$50.5K
|
+139
|
+13%
|
|
|
1995
|
Profit Investment Management
North Bethesda,
Maryland
|
$415K
|
–
|
–
|
–
|
|
|
1996
|
MJP Associates
Farmington,
Connecticut
|
$415K
|
+$52K
|
+143
|
+14%
|
|
|
1997
|
|
$415K
|
+$55.6K
|
+153
|
+15%
|
|
|
1998
|
HBK Investments
Dallas,
Texas
|
$413K
|
-$5.68M
|
-15,628
|
-93%
|
|
|
1999
|
Prentice Wealth Management
Rochester,
New York
|
$413K
|
-$3.64K
|
-10
|
-0.8%
|
|
|
2000
|
Ausdal Financial Partners
Davenport,
Iowa
|
$413K
|
+$17.8K
|
+49
|
+4%
|
|
