|
1976
|
WNY Asset Management
Williamsville,
New York
|
$444K
|
-$42.1K
|
-540
|
-9%
|
|
|
1977
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$443K
|
-$4.6K
|
-59
|
-1%
|
|
|
1978
|
Curated Wealth Partners
El Segundo,
California
|
$443K
|
–
|
–
|
–
|
|
|
1979
|
III Capital Management
Boca Raton,
Florida
|
$443K
|
-$6.38M
|
-81,799
|
-94%
|
|
|
1980
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$442K
|
+$435K
|
+5,571
|
New
|
|
|
1981
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$441K
|
+$780
|
+10
|
+0.2%
|
|
|
1982
|
Pegasus Partners
Mequon,
Wisconsin
|
$441K
|
+$57.7K
|
+739
|
+17%
|
|
|
1983
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$440K
|
-$14.6K
|
-187
|
-3%
|
|
|
1984
|
Childress Capital Advisors
Houston,
Texas
|
$440K
|
-$2.42K
|
-31
|
-0.6%
|
|
|
1985
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$440K
|
-$62.4K
|
-800
|
-13%
|
|
|
1986
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$438K
|
-$42K
|
-538
|
-9%
|
|
|
1987
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$436K
|
-$858
|
-11
|
-0.2%
|
|
|
1988
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$435K
|
-$3.12K
|
-40
|
-0.8%
|
|
|
1989
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$435K
|
+$2.34K
|
+30
|
+0.6%
|
|
|
1990
|
Gries Financial
Cleveland,
Ohio
|
$434K
|
-$546
|
-7
|
-0.1%
|
|
|
1991
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$433K
|
-$93.6K
|
-1,200
|
-19%
|
|
|
1992
|
Rockbridge Investment Management
Syracuse,
New York
|
$432K
|
-$1.87K
|
-24
|
-0.5%
|
|
|
1993
|
LGL Partners
Philadelphia,
Pennsylvania
|
$430K
|
+$4.06K
|
+52
|
+1%
|
|
|
1994
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$429K
|
+$396K
|
+5,080
|
New
|
|
|
1995
|
Private Management Group
Irvine,
California
|
$429K
|
–
|
–
|
–
|
|
|
1996
|
BCS Wealth Management
Johnson City,
Tennessee
|
$429K
|
–
|
–
|
–
|
|
|
1997
|
Saxony Capital Management
St. Louis,
Missouri
|
$429K
|
-$6.17K
|
-79
|
-2%
|
|
|
1998
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$428K
|
+$37.6K
|
+482
|
+11%
|
|
|
1999
|
Aspen Grove Capital
Avon,
Colorado
|
$428K
|
–
|
–
|
–
|
|
|
2000
|
KEB Asset Management
Springfield,
Illinois
|
$428K
|
+$38.6K
|
+494
|
+11%
|
|
