|
1976
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$1.04M
|
-$38.8K
|
-225
|
-3%
|
|
|
1977
|
First City Capital Management
Savannah,
Georgia
|
$1.03M
|
-$31.8K
|
-184
|
-3%
|
|
|
1978
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$1.03M
|
+$8.63K
|
+50
|
+0.8%
|
|
|
1979
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$1.03M
|
+$173
|
+1
|
+0%
|
|
|
1980
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$1.03M
|
-$3.28K
|
-19
|
-0.3%
|
|
|
1981
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.03M
|
+$67.3K
|
+390
|
+7%
|
|
|
1982
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$1.03M
|
+$1.55K
|
+9
|
+0.1%
|
|
|
1983
|
Emerald Advisors
Bellevue,
Washington
|
$1.03M
|
+$53K
|
+307
|
+5%
|
|
|
1984
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.03M
|
-$781K
|
-4,523
|
-42%
|
|
|
1985
|
Acima Private Wealth
Richmond,
Virginia
|
$1.02M
|
-$173K
|
-1,000
|
-14%
|
|
|
1986
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.02M
|
+$4.6M
|
+26,667
|
+462%
|
|
|
1987
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$1.02M
|
–
|
–
|
–
|
|
|
1988
|
Granite Group Advisors
Stamford,
Connecticut
|
$1.02M
|
+$504K
|
+2,921
|
+89%
|
|
|
1989
|
Mill Capital Management
Concord,
North Carolina
|
$1.02M
|
-$164K
|
-950
|
-13%
|
|
|
1990
|
Sunesis Advisors
Overland Park,
Kansas
|
$1.02M
|
–
|
–
|
–
|
|
|
1991
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.01M
|
-$96.8K
|
-561
|
-8%
|
|
|
1992
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$1.01M
|
+$37.5K
|
+217
|
+4%
|
|
|
1993
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$1.01M
|
-$307K
|
-1,776
|
-22%
|
|
|
1994
|
Diligent Investors
Redlands,
California
|
$1.01M
|
+$3.45K
|
+20
|
+0.3%
|
|
|
1995
|
Congress Park Capital
Saratoga Springs,
New York
|
$1.01M
|
-$6.56K
|
-38
|
-0.6%
|
|
|
1996
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$1.01M
|
+$72.8K
|
+422
|
+7%
|
|
|
1997
|
Integris Wealth Management
Monterey,
California
|
$1.01M
|
-$6.56K
|
-38
|
-0.6%
|
|
|
1998
|
Poplar Forest Capital
Pasadena,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
1999
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$1.01M
|
-$31.8K
|
-184
|
-3%
|
|
|
2000
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.01M
|
-$21.2K
|
-123
|
-2%
|
|
