|
1976
|
Clearstead Trust
Portland,
Maine
|
$931K
|
-$52K
|
-334
|
-5%
|
|
|
1977
|
Walsh & Associates
Sarasota,
Florida
|
$931K
|
–
|
–
|
–
|
|
|
1978
|
OneAscent Financial Services
Birmingham,
Alabama
|
$925K
|
+$442K
|
+2,838
|
+91%
|
|
|
1979
|
Purpose Unlimited Inc
Toronto,
|
$924K
|
+$242K
|
+1,550
|
+35%
|
|
|
1980
|
Promethium Advisors
Bethesda,
Maryland
|
$924K
|
–
|
–
|
–
|
|
|
1981
|
CRA Financial Services
Northfield,
New Jersey
|
$923K
|
-$27.7K
|
-178
|
-3%
|
|
|
1982
|
49 Wealth Management
Austin,
Texas
|
$923K
|
+$204K
|
+1,306
|
+28%
|
|
|
1983
|
Aureus Asset Management
Boston,
Massachusetts
|
$921K
|
-$4.21K
|
-27
|
-0.5%
|
|
|
1984
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$921K
|
+$623
|
+4
|
+0.1%
|
|
|
1985
|
United Bank (Georgia)
Zebulon,
Georgia
|
$919K
|
+$655K
|
+4,204
|
+245%
|
|
|
1986
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$915K
|
-$156
|
-1
|
-0%
|
|
|
1987
|
Adelphi Trust
Saint Petersburg,
Florida
|
$915K
|
+$90.2K
|
+579
|
+11%
|
|
|
1988
|
AXQ Capital
Jersey City,
New Jersey
|
$913K
|
+$916K
|
+5,878
|
New
|
|
|
1989
|
Northstar Advisory Group
Northfield,
New Jersey
|
$912K
|
-$3.71M
|
-23,784
|
-80%
|
|
|
1990
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$912K
|
-$15.6K
|
-100
|
-2%
|
|
|
1991
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$911K
|
+$10.8K
|
+69
|
+1%
|
|
|
1992
|
London & Capital Asset Management
London,
United Kingdom
|
$911K
|
-$295K
|
-1,895
|
-24%
|
|
|
1993
|
Fortis Capital Management
Bellevue,
Washington
|
$910K
|
+$289K
|
+1,853
|
+46%
|
|
|
1994
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$909K
|
+$39K
|
+250
|
+4%
|
|
|
1995
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$908K
|
-$779
|
-5
|
-0.1%
|
|
|
1996
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$903K
|
-$9.66K
|
-62
|
-1%
|
|
|
1997
|
71 West Capital Partners
Boston,
Massachusetts
|
$902K
|
+$26K
|
+167
|
+3%
|
|
|
1998
|
Diligent Investors
Redlands,
California
|
$901K
|
+$8.26K
|
+53
|
+0.9%
|
|
|
1999
|
Lavaca Capital
Houston,
Texas
|
$900K
|
+$690K
|
+4,430
|
+324%
|
|
|
2000
|
Florida Financial Advisors
Tampa,
Florida
|
$899K
|
+$144K
|
+925
|
+19%
|
|
