|
1976
|
Cabot Wealth Management
Salem,
Massachusetts
|
$535K
|
–
|
–
|
–
|
|
|
1977
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$534K
|
-$128K
|
-836
|
-19%
|
|
|
1978
|
Benin Management Corp
Wilton,
Connecticut
|
$534K
|
+$30.6K
|
+200
|
+6%
|
|
|
1979
|
Rubicon Advisors
Redding,
California
|
$534K
|
+$115K
|
+749
|
+26%
|
|
|
1980
|
Southland Equity Partners
Wildwood,
Missouri
|
$534K
|
+$39.4K
|
+258
|
+8%
|
|
|
1981
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$533K
|
+$24K
|
+157
|
+5%
|
|
|
1982
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$531K
|
-$84.1K
|
-550
|
-13%
|
|
|
1983
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$529K
|
-$29.8K
|
-195
|
-5%
|
|
|
1984
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$528K
|
-$9.63K
|
-63
|
-2%
|
|
|
1985
|
Alchemi Wealth
Essex,
Connecticut
|
$528K
|
-$10.7K
|
-70
|
-2%
|
|
|
1986
|
|
$527K
|
–
|
–
|
–
|
|
|
1987
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$527K
|
+$94.8K
|
+620
|
+21%
|
|
|
1988
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$526K
|
-$324K
|
-2,119
|
-37%
|
|
|
1989
|
SJS Investment Consulting
Sylvania,
Ohio
|
$526K
|
-$325K
|
-2,128
|
-37%
|
|
|
1990
|
Aspire Capital Advisors
Seattle,
Washington
|
$525K
|
-$30K
|
-196
|
-5%
|
|
|
1991
|
Precedent Wealth Partners
Houston,
Texas
|
$525K
|
-$26K
|
-170
|
-5%
|
|
|
1992
|
Garrison Point Advisors
Walnut Creek,
California
|
$524K
|
-$55K
|
-360
|
-9%
|
|
|
1993
|
DV Trading
Chicago,
Illinois
|
$524K
|
-$30M
|
-196,419
|
-98%
|
|
|
1994
|
Apeiron RIA
Dallas,
Texas
|
$523K
|
+$4.89K
|
+32
|
+0.9%
|
|
|
1995
|
Martin Capital Advisors
San Antonio,
Texas
|
$523K
|
+$25.4K
|
+166
|
+5%
|
|
|
1996
|
Legacy Capital Wealth Management
The Woodlands,
Texas
|
$522K
|
+$1.68K
|
+11
|
+0.3%
|
|
|
1997
|
L & S Advisors
Los Angeles,
California
|
$521K
|
-$72.8K
|
-476
|
-12%
|
|
|
1998
|
Hendershot Investments
Centreville,
Virginia
|
$521K
|
+$71.1K
|
+465
|
+15%
|
|
|
1999
|
JSF Financial
Los Angeles,
California
|
$518K
|
+$24.5K
|
+160
|
+5%
|
|
|
2000
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$518K
|
–
|
–
|
–
|
|
