|
1976
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$290K
|
+$272K
|
+4,780
|
New
|
|
|
1977
|
|
$289K
|
-$74.2K
|
-1,302
|
-21%
|
|
|
1978
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$289K
|
-$12.2K
|
-214
|
-4%
|
|
|
1979
|
Inspire Advisors
Meridian,
Idaho
|
$289K
|
+$271K
|
+4,761
|
New
|
|
|
1980
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$289K
|
-$77.5K
|
-1,359
|
-22%
|
|
|
1981
|
Counterweight Ventures
Wilmington,
North Carolina
|
$289K
|
+$271K
|
+4,757
|
New
|
|
|
1982
|
First Business Financial Services
Madison,
Wisconsin
|
$288K
|
–
|
–
|
–
|
|
|
1983
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$284K
|
+$4.1K
|
+72
|
+2%
|
|
|
1984
|
Biltmore Family Office
Charlotte,
North Carolina
|
$284K
|
-$38.5K
|
-675
|
-13%
|
|
|
1985
|
Horan Securities
Cincinnati,
United States
|
$284K
|
+$267K
|
+4,677
|
New
|
|
|
1986
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$284K
|
-$969
|
-17
|
-0.4%
|
|
|
1987
|
King Wealth Management Group
Naples,
Florida
|
$284K
|
–
|
–
|
–
|
|
|
1988
|
|
$284K
|
-$2.27M
|
-39,860
|
-90%
|
|
|
1989
|
GoalFusion Wealth Management
Austin,
Texas
|
$283K
|
–
|
–
|
–
|
|
|
1990
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
$283K
|
+$1.94K
|
+34
|
+0.7%
|
|
|
1991
|
Asahi Life Asset Management
Tokyo,
Japan
|
$282K
|
+$17.4K
|
+305
|
+7%
|
|
|
1992
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$281K
|
-$71.1K
|
-1,247
|
-21%
|
|
|
1993
|
Mayport LLC
Newton,
Massachusetts
|
$280K
|
-$19.7K
|
-345
|
-7%
|
|
|
1994
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$279K
|
-$704K
|
-12,351
|
-73%
|
|
|
1995
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$278K
|
+$28.5K
|
+500
|
+12%
|
|
|
1996
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$277K
|
+$19.3K
|
+338
|
+8%
|
|
|
1997
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$276K
|
+$1.65K
|
+29
|
+0.6%
|
|
|
1998
|
Strategy Asset Managers
Pasadena,
California
|
$276K
|
-$77.1K
|
-1,353
|
-23%
|
|
|
1999
|
Seven Mile Advisory
Ewing,
New Jersey
|
$276K
|
+$259K
|
+4,538
|
New
|
|
|
2000
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$275K
|
–
|
–
|
–
|
|
