|
1976
|
Global Assets Advisory
Orlando,
Florida
|
$487K
|
+$517K
|
+1,501
|
New
|
|
|
1977
|
Means Investment Company
Bangor,
Maine
|
$485K
|
-$689
|
-2
|
-0.1%
|
|
|
1978
|
Pacer Advisors
Malvern,
Pennsylvania
|
$484K
|
-$19.2M
|
-55,864
|
-97%
|
|
|
1979
|
ASB Consultores
Aventura,
Florida
|
$484K
|
-$714K
|
-2,073
|
-57%
|
|
|
1980
|
Hemington Wealth Management
Falls Church,
Virginia
|
$484K
|
+$14.8K
|
+43
|
+3%
|
|
|
1981
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$483K
|
-$48.2K
|
-140
|
-8%
|
|
|
1982
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$482K
|
+$689
|
+2
|
+0.1%
|
|
|
1983
|
Essex LLC
Deer Park,
Illinois
|
$480K
|
-$23.1K
|
-67
|
-4%
|
|
|
1984
|
First Business Financial Services
Madison,
Wisconsin
|
$480K
|
+$11.4K
|
+33
|
+2%
|
|
|
1985
|
SSI Investment Management
Los Angeles,
California
|
$478K
|
–
|
–
|
–
|
|
|
1986
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$478K
|
+$1.38K
|
+4
|
+0.3%
|
|
|
1987
|
L2 Asset Management
Wayland,
Massachusetts
|
$478K
|
+$7.92K
|
+23
|
+2%
|
|
|
1988
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$477K
|
+$4.13K
|
+12
|
+0.8%
|
|
|
1989
|
NBT Bank
Norwich,
New York
|
$476K
|
+$151K
|
+439
|
+41%
|
|
|
1990
|
Verus Capital Partners
Scottsdale,
Arizona
|
$473K
|
-$131K
|
-381
|
-20%
|
|
|
1991
|
Levin Capital Strategies
New York
|
$473K
|
–
|
–
|
–
|
|
|
1992
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$472K
|
+$233K
|
+678
|
+83%
|
|
|
1993
|
Wedge Capital Management
Charlotte,
North Carolina
|
$468K
|
-$1.72K
|
-5
|
-0.3%
|
|
|
1994
|
Chatham Capital Group
Savannah,
Georgia
|
$467K
|
+$45.8K
|
+133
|
+10%
|
|
|
1995
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$467K
|
+$60.3K
|
+175
|
+13%
|
|
|
1996
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$465K
|
+$7.58K
|
+22
|
+2%
|
|
|
1997
|
REDW Wealth
Albuquerque,
New Mexico
|
$464K
|
-$13.8K
|
-40
|
-3%
|
|
|
1998
|
Retirement Guys Formula
Maumee,
Ohio
|
$464K
|
+$114K
|
+331
|
+29%
|
|
|
1999
|
Pursue Wealth Partners
Clayton,
California
|
$462K
|
–
|
–
|
–
|
|
|
2000
|
Clear Creek Financial Management
Silverdale,
Washington
|
$462K
|
+$205K
|
+596
|
+69%
|
|
