|
1976
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$324K
|
+$300K
|
+3,471
|
New
|
|
|
1977
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$323K
|
–
|
–
|
–
|
|
|
1978
|
Regal Investment Advisors
Kentwood,
Michigan
|
$322K
|
+$12.1K
|
+140
|
+4%
|
|
|
1979
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$322K
|
+$299K
|
+3,457
|
New
|
|
|
1980
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$321K
|
-$50.7K
|
-587
|
-15%
|
|
|
1981
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$321K
|
-$15.6K
|
-180
|
-5%
|
|
|
1982
|
Tradition Wealth Management
Edina,
Minnesota
|
$318K
|
-$33.2K
|
-384
|
-10%
|
|
|
1983
|
JT Stratford LLC
Gainesville,
Georgia
|
$318K
|
+$22.5K
|
+260
|
+8%
|
|
|
1984
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$317K
|
+$44.6K
|
+516
|
+18%
|
|
|
1985
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$317K
|
+$52.4K
|
+606
|
+19%
|
|
|
1986
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$317K
|
+$293K
|
+3,394
|
New
|
|
|
1987
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$316K
|
–
|
–
|
–
|
|
|
1988
|
NFP Retirement Inc
Aliso Viejo,
California
|
$315K
|
-$8.73K
|
-101
|
-3%
|
|
|
1989
|
Liberty Wealth Management
Oakland,
California
|
$315K
|
-$28.6K
|
-331
|
-9%
|
|
|
1990
|
CPWM LLC
Seattle,
Washington
|
$315K
|
–
|
–
|
–
|
|
|
1991
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$315K
|
–
|
–
|
–
|
|
|
1992
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$315K
|
+$12.1K
|
+140
|
+4%
|
|
|
1993
|
Keystone Wealth Services
Palm Desert,
California
|
$315K
|
+$291K
|
+3,370
|
New
|
|
|
1994
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$315K
|
+$292K
|
+3,379
|
New
|
|
|
1995
|
XTX Topco
George Town,
Cayman Islands
|
$315K
|
+$292K
|
+3,379
|
New
|
|
|
1996
|
CCG Wealth Management
San Diego,
California
|
$314K
|
+$259
|
+3
|
+0.1%
|
|
|
1997
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$314K
|
+$2.68K
|
+31
|
+0.9%
|
|
|
1998
|
Fortis Advisors
Wayne,
Pennsylvania
|
$313K
|
+$4.32K
|
+50
|
+2%
|
|
|
1999
|
Certuity
North Palm Beach,
Florida
|
$312K
|
-$90K
|
-1,041
|
-24%
|
|
|
2000
|
Asset Management Corp
Northbrook,
Illinois
|
$312K
|
+$432
|
+5
|
+0.1%
|
|
