|
1976
|
Prentice Wealth Management
Rochester,
New York
|
$243K
|
+$1.05K
|
+9
|
+0.4%
|
|
|
1977
|
Boyar Asset Management
New York
|
$242K
|
–
|
–
|
–
|
|
|
1978
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$240K
|
-$9.39M
|
-80,200
|
-97%
|
|
|
1979
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$238K
|
–
|
–
|
–
|
|
|
1980
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$237K
|
-$22.7K
|
-194
|
-8%
|
|
|
1981
|
Biltmore Family Office
Charlotte,
North Carolina
|
$237K
|
–
|
–
|
–
|
|
|
1982
|
Stewart & Patten Company
Lafayette,
California
|
$237K
|
+$468
|
+4
|
+0.2%
|
|
|
1983
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$237K
|
+$251K
|
+2,144
|
New
|
|
|
1984
|
CKW Financial Group
Honolulu,
Hawaii
|
$235K
|
-$7.03K
|
-60
|
-3%
|
|
|
1985
|
Detalus Advisors
St. Louis,
Missouri
|
$235K
|
+$12.3K
|
+105
|
+5%
|
|
|
1986
|
Oxford Financial Group
Carmel,
Indiana
|
$234K
|
-$54.9K
|
-469
|
-18%
|
|
|
1987
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$234K
|
-$35K
|
-299
|
-12%
|
|
|
1988
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$234K
|
+$11.7K
|
+100
|
+5%
|
|
|
1989
|
Vestor Capital
Chicago,
Illinois
|
$234K
|
+$29.3K
|
+250
|
+13%
|
|
|
1990
|
BCS Wealth Management
Johnson City,
Tennessee
|
$233K
|
-$6.79K
|
-58
|
-3%
|
|
|
1991
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$233K
|
+$238K
|
+2,036
|
New
|
|
|
1992
|
Front Row Advisors
Tiburon,
California
|
$232K
|
–
|
–
|
–
|
|
|
1993
|
Quest Investment Management
Lake Oswego,
Oregon
|
$232K
|
–
|
–
|
–
|
|
|
1994
|
Thomasville National Bank
Thomasville,
Georgia
|
$231K
|
-$4.33K
|
-37
|
-2%
|
|
|
1995
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$230K
|
-$11.7K
|
-100
|
-5%
|
|
|
1996
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$229K
|
-$93.7K
|
-800
|
-28%
|
|
|
1997
|
Round Rock Advisors
Wilton,
Connecticut
|
$229K
|
–
|
–
|
–
|
|
|
1998
|
Whitney & Co
Rochester,
New York
|
$226K
|
–
|
–
|
–
|
|
|
1999
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$226K
|
+$3.4K
|
+29
|
+1%
|
|
|
2000
|
Omnia Family Wealth
Aventura,
Florida
|
$225K
|
-$5.04K
|
-43
|
-2%
|
|
