|
1976
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.71M
|
+$60.7K
|
+122
|
+4%
|
|
|
1977
|
Family Investment Center
Saint Joseph,
Missouri
|
$1.7M
|
+$89.5K
|
+180
|
+6%
|
|
|
1978
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.7M
|
-$49.7K
|
-100
|
-3%
|
|
|
1979
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.7M
|
-$38.3K
|
-77
|
-2%
|
|
|
1980
|
Bravias Capital Group
Iselin,
New Jersey
|
$1.7M
|
-$82.1K
|
-165
|
-5%
|
|
|
1981
|
Oakworth Capital
Birmingham,
Alabama
|
$1.7M
|
–
|
–
|
–
|
|
|
1982
|
Liberty Wealth Management
Oakland,
California
|
$1.7M
|
+$134K
|
+270
|
+10%
|
|
|
1983
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$1.69M
|
+$38.8K
|
+78
|
+3%
|
|
|
1984
|
Midland Wealth Advisors
Effingham,
Illinois
|
$1.69M
|
-$313K
|
-630
|
-17%
|
|
|
1985
|
Scarborough Advisors
Annapolis,
Maryland
|
$1.69M
|
+$3.98K
|
+8
|
+0.3%
|
|
|
1986
|
Legacy Edge Advisors
Syosset,
New York
|
$1.68M
|
+$208K
|
+419
|
+16%
|
|
|
1987
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$1.68M
|
+$6.46K
|
+13
|
+0.4%
|
|
|
1988
|
Vernal Point Advisors
San Francisco,
California
|
$1.68M
|
–
|
–
|
–
|
|
|
1989
|
Outfitter Financial
Brunswick,
Maine
|
$1.67M
|
+$281K
|
+565
|
+23%
|
|
|
1990
|
Stelac Advisory Services
New York
|
$1.67M
|
–
|
–
|
–
|
|
|
1991
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$1.66M
|
-$15.9K
|
-32
|
-1%
|
|
|
1992
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$1.66M
|
+$263K
|
+528
|
+21%
|
|
|
1993
|
Alerus Financial
Grand Forks,
North Dakota
|
$1.66M
|
+$1.5M
|
+3,009
|
New
|
|
|
1994
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$1.65M
|
+$18.4K
|
+37
|
+1%
|
|
|
1995
|
Elite Financial
Lewiston,
Idaho
|
$1.65M
|
-$35.8K
|
-72
|
-2%
|
|
|
1996
|
Shoker Investment Counsel
Oxford,
Ohio
|
$1.65M
|
+$1.49K
|
+3
|
+0.1%
|
|
|
1997
|
Balentine LLC
Atlanta,
Georgia
|
$1.65M
|
–
|
–
|
–
|
|
|
1998
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$1.65M
|
–
|
–
|
–
|
|
|
1999
|
NCM Capital Management
Ramsey,
New Jersey
|
$1.65M
|
+$6.96K
|
+14
|
+0.5%
|
|
|
2000
|
Redwood Financial Network
Solon,
Ohio
|
$1.65M
|
+$1.99K
|
+4
|
+0.1%
|
|
