|
1976
|
Rialto Wealth Management
Syracuse,
New York
|
$3.28K
|
–
|
–
|
–
|
|
|
1977
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3.28K
|
–
|
–
|
–
|
|
|
1978
|
WealthCollab
Bellevue,
Washington
|
$3.28K
|
–
|
–
|
–
|
|
|
1979
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.28K
|
–
|
–
|
–
|
|
|
1980
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$3.28K
|
–
|
–
|
–
|
|
|
1981
|
Kelleher Financial Advisors
New York
|
$3.28K
|
–
|
–
|
–
|
|
|
1982
|
Security National Bank
Omaha,
Nebraska
|
$3.28K
|
–
|
–
|
–
|
|
|
1983
|
NVWM LLC
Yardley,
Pennsylvania
|
$3.28K
|
+$816
|
+1
|
+33%
|
|
|
1984
|
Merited Wealth
North Bay Village,
Florida
|
$3.28K
|
+$3.26K
|
+4
|
New
|
|
|
1985
|
Financial Consulate
Hunt Valley,
Maryland
|
$3.26K
|
+$3.26K
|
+4
|
New
|
|
|
1986
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$2.46K
|
–
|
–
|
–
|
|
|
1987
|
WestEnd Advisors
Charlotte,
North Carolina
|
$2.46K
|
–
|
–
|
–
|
|
|
1988
|
PayPay Securities
Tokyo,
Japan
|
$2.46K
|
+$816
|
+1
|
+50%
|
|
|
1989
|
American National Bank & Trust
Wichita Falls,
Texas
|
$2.46K
|
+$2.45K
|
+3
|
New
|
|
|
1990
|
Sunrise Financial Services
Burien,
Washington
|
$2.46K
|
+$2.45K
|
+3
|
New
|
|
|
1991
|
Investors Portfolio Services
Puyallup,
Washington
|
$2.25K
|
+$2.45K
|
+3
|
New
|
|
|
1992
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$1.64K
|
–
|
–
|
–
|
|
|
1993
|
Redwood Park Advisors
Redwood City,
California
|
$1.64K
|
–
|
–
|
–
|
|
|
1994
|
Chilton Capital Management
Houston,
Texas
|
$1.64K
|
+$1.63K
|
+2
|
New
|
|
|
1995
|
Godfrey Financial Associates
Glenmont,
New York
|
$1.64K
|
+$1.63K
|
+2
|
New
|
|
|
1996
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$1.64K
|
+$1.63K
|
+2
|
New
|
|
|
1997
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$1.64K
|
+$1.63K
|
+2
|
New
|
|
|
1998
|
United Financial Planning Group
Hauppauge,
New York
|
$1.64K
|
+$1.63K
|
+2
|
New
|
|
|
1999
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$832
|
+$816
|
+1
|
New
|
|
|
2000
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$821
|
-$3.26K
|
-4
|
-80%
|
|
