|
1976
|
TI-Trust
Quincy,
Illinois
|
$386K
|
+$2.5K
|
+107
|
+0.7%
|
|
|
1977
|
Austin Private Wealth
Austin,
Texas
|
$385K
|
-$83.1K
|
-3,565
|
-18%
|
|
|
1978
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$384K
|
+$140
|
+6
|
+0%
|
|
|
1979
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$384K
|
–
|
–
|
–
|
|
|
1980
|
MBL Wealth
Charlotte,
North Carolina
|
$382K
|
+$72.2K
|
+3,094
|
+24%
|
|
|
1981
|
Cura Wealth Advisors
Chicago,
Illinois
|
$382K
|
-$69.4K
|
-2,975
|
-16%
|
|
|
1982
|
bLong Financial
Memphis,
Tennessee
|
$382K
|
-$2.33K
|
-100
|
-0.6%
|
|
|
1983
|
AIMZ Investment Advisors
Los Altos,
California
|
$381K
|
-$1.49K
|
-64
|
-0.4%
|
|
|
1984
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$381K
|
+$2.26K
|
+97
|
+0.6%
|
|
|
1985
|
Trustco Bank (New York)
Albany,
New York
|
$380K
|
-$12.2K
|
-525
|
-3%
|
|
|
1986
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$379K
|
-$36.6K
|
-1,568
|
-9%
|
|
|
1987
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$379K
|
–
|
–
|
–
|
|
|
1988
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$379K
|
-$11.9K
|
-510
|
-3%
|
|
|
1989
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$378K
|
-$6.51K
|
-279
|
-2%
|
|
|
1990
|
Novem Group
Rochester,
New York
|
$378K
|
+$6.58K
|
+282
|
+2%
|
|
|
1991
|
Financial Engines Advisors
Santa Clara,
California
|
$377K
|
+$87.8K
|
+3,765
|
+32%
|
|
|
1992
|
Core Wealth Partners
Santa Rosa,
California
|
$376K
|
-$23.2K
|
-995
|
-6%
|
|
|
1993
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$375K
|
+$7.32K
|
+314
|
+2%
|
|
|
1994
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$375K
|
-$23.3K
|
-997
|
-6%
|
|
|
1995
|
LexAurum Advisors
Overland Park,
Kansas
|
$375K
|
-$263K
|
-11,269
|
-42%
|
|
|
1996
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$375K
|
-$4.08K
|
-175
|
-1%
|
|
|
1997
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$374K
|
-$165K
|
-7,086
|
-31%
|
|
|
1998
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$374K
|
+$4.59K
|
+197
|
+1%
|
|
|
1999
|
Prelude Capital Management
New York
|
$373K
|
-$1.74M
|
-74,426
|
-83%
|
|
|
2000
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$373K
|
+$6.51K
|
+279
|
+2%
|
|
