|
1976
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$548K
|
+$528K
|
+1,526
|
New
|
|
|
1977
|
CNB Bank
Clearfield,
Pennsylvania
|
$545K
|
-$273K
|
-788
|
-34%
|
|
|
1978
|
SkyOak Wealth
Southfield,
Michigan
|
$545K
|
-$5.88K
|
-17
|
-1%
|
|
|
1979
|
Hemington Wealth Management
Falls Church,
Virginia
|
$545K
|
+$74.4K
|
+215
|
+16%
|
|
|
1980
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$543K
|
–
|
–
|
–
|
|
|
1981
|
First Business Financial Services
Madison,
Wisconsin
|
$540K
|
–
|
–
|
–
|
|
|
1982
|
Levin Capital Strategies
New York
|
$539K
|
–
|
–
|
–
|
|
|
1983
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$539K
|
–
|
–
|
–
|
|
|
1984
|
ACG Wealth
Atlanta,
Georgia
|
$539K
|
+$346
|
+1
|
+0.1%
|
|
|
1985
|
Essex LLC
Deer Park,
Illinois
|
$539K
|
+$43.6K
|
+126
|
+9%
|
|
|
1986
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$537K
|
+$79.2K
|
+229
|
+18%
|
|
|
1987
|
|
$536K
|
-$928K
|
-2,682
|
-64%
|
|
|
1988
|
REDW Wealth
Albuquerque,
New Mexico
|
$536K
|
-$51.9K
|
-150
|
-9%
|
|
|
1989
|
Stonnington Group
Pasadena,
California
|
$533K
|
-$173K
|
-500
|
-26%
|
|
|
1990
|
Jones Financial Companies
Des Peres,
Missouri
|
$531K
|
+$87.8K
|
+254
|
+21%
|
|
|
1991
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$531K
|
+$511K
|
+1,479
|
New
|
|
|
1992
|
Bridgeworth
Birmingham,
Alabama
|
$529K
|
–
|
–
|
–
|
|
|
1993
|
Resource Management
Metairie,
Louisiana
|
$529K
|
+$68.1K
|
+197
|
+15%
|
|
|
1994
|
Insight Advisors
Newtown,
Pennsylvania
|
$529K
|
+$104K
|
+300
|
+26%
|
|
|
1995
|
Arcus Capital Partners
Atlanta,
Georgia
|
$529K
|
+$107K
|
+310
|
+27%
|
|
|
1996
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$529K
|
+$292K
|
+845
|
+135%
|
|
|
1997
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$527K
|
-$1.18M
|
-3,426
|
-70%
|
|
|
1998
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$526K
|
–
|
–
|
–
|
|
|
1999
|
|
$525K
|
+$77.1K
|
+223
|
+18%
|
|
|
2000
|
Rothschild Investment LLC
Chicago,
Illinois
|
$523K
|
+$22.5K
|
+65
|
+5%
|
|
