|
1976
|
JT Stratford LLC
Gainesville,
Georgia
|
$466K
|
-$2.04M
|
-17,367
|
-82%
|
|
|
1977
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$466K
|
+$3.52K
|
+30
|
+0.8%
|
|
|
1978
|
Glovista Investments
Jersey City,
New Jersey
|
$465K
|
-$44.7K
|
-381
|
-9%
|
|
|
1979
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$465K
|
-$616K
|
-5,245
|
-58%
|
|
|
1980
|
Montag & Associates
Atlanta,
Georgia
|
$464K
|
-$1.41M
|
-12,016
|
-76%
|
|
|
1981
|
Ninety One
Cape Town,
South Africa
|
$462K
|
–
|
–
|
–
|
|
|
1982
|
Cobblestone Capital Advisors
Rochester,
New York
|
$461K
|
–
|
–
|
–
|
|
|
1983
|
Strategic Wealth Partners
Independence,
Ohio
|
$461K
|
-$31.5K
|
-268
|
-7%
|
|
|
1984
|
Genesee Capital Advisors
Auburn,
New York
|
$460K
|
-$25.4K
|
-216
|
-5%
|
|
|
1985
|
Highlander Capital Management
Short Hills,
New Jersey
|
$459K
|
+$2.94K
|
+25
|
+0.7%
|
|
|
1986
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$457K
|
+$446K
|
+3,797
|
New
|
|
|
1987
|
Blue Investment Partners
Alamo,
California
|
$456K
|
+$445K
|
+3,791
|
New
|
|
|
1988
|
McNaughton Wealth Management
San Diego,
California
|
$456K
|
+$76.1K
|
+648
|
+21%
|
|
|
1989
|
Cypress Point Wealth Management
Dallas,
Texas
|
$455K
|
-$6.46K
|
-55
|
-1%
|
|
|
1990
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$455K
|
-$340K
|
-2,897
|
-43%
|
|
|
1991
|
|
$455K
|
–
|
–
|
–
|
|
|
1992
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$455K
|
-$75.5K
|
-643
|
-15%
|
|
|
1993
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$454K
|
-$812K
|
-6,917
|
-65%
|
|
|
1994
|
Live Oak Investment Partners
Austin,
Texas
|
$454K
|
–
|
–
|
–
|
|
|
1995
|
Ameraudi Asset Management
New York
|
$453K
|
+$196K
|
+1,665
|
+79%
|
|
|
1996
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$452K
|
-$483K
|
-4,110
|
-52%
|
|
|
1997
|
Consilium Wealth Advisory
Richardson,
Texas
|
$451K
|
-$332K
|
-2,827
|
-43%
|
|
|
1998
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$451K
|
-$63.9K
|
-544
|
-13%
|
|
|
1999
|
Von Berge Wealth Management Group
San Diego,
California
|
$450K
|
-$35.2K
|
-300
|
-9%
|
|
|
2000
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$449K
|
-$156K
|
-1,325
|
-26%
|
|
