|
1976
|
BankPlus Trust Department
Jackson,
Mississippi
|
$210K
|
–
|
–
|
–
|
|
|
1977
|
LeConte Wealth Management
Maryville,
Tennessee
|
$210K
|
+$12.8K
|
+130
|
+6%
|
|
|
1978
|
Stonebrook Private
Northville,
Michigan
|
$209K
|
+$219K
|
+2,229
|
New
|
|
|
1979
|
Tumwater Wealth Management
Boise,
Idaho
|
$209K
|
–
|
–
|
–
|
|
|
1980
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$209K
|
-$490
|
-5
|
-0.2%
|
|
|
1981
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$209K
|
-$17.8K
|
-181
|
-8%
|
|
|
1982
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$209K
|
-$8.53K
|
-87
|
-4%
|
|
|
1983
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$209K
|
-$35.7K
|
-364
|
-14%
|
|
|
1984
|
Verition Fund Management
Greenwich,
Connecticut
|
$208K
|
-$10.4M
|
-106,001
|
-98%
|
|
|
1985
|
WorthPointe
La Jolla,
California
|
$208K
|
-$196
|
-2
|
-0.1%
|
|
|
1986
|
SBI Securities
Tokyo,
Japan
|
$208K
|
+$6.38K
|
+65
|
+3%
|
|
|
1987
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$208K
|
-$1.27K
|
-13
|
-0.6%
|
|
|
1988
|
State of Wyoming
Cheyenne,
Wyoming
|
$207K
|
+$216K
|
+2,205
|
New
|
|
|
1989
|
TSG Advice Partners
Columbus,
Ohio
|
$207K
|
+$15.9K
|
+162
|
+8%
|
|
|
1990
|
Safeguard Investment Advisory Group
Corona,
California
|
$207K
|
-$1.96K
|
-20
|
-0.9%
|
|
|
1991
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$207K
|
+$294
|
+3
|
+0.1%
|
|
|
1992
|
Meyer Handelman Company
Rye Brook,
New York
|
$207K
|
–
|
–
|
–
|
|
|
1993
|
Aspire Capital Advisors
Seattle,
Washington
|
$207K
|
-$3.14K
|
-32
|
-1%
|
|
|
1994
|
Granite Harbor Advisors
Houston,
Texas
|
$207K
|
+$6.47K
|
+66
|
+3%
|
|
|
1995
|
Blue Edge Capital
Richmond,
Virginia
|
$207K
|
+$216K
|
+2,198
|
New
|
|
|
1996
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$206K
|
+$785
|
+8
|
+0.4%
|
|
|
1997
|
Gilpin Wealth Management
Denver,
Colorado
|
$205K
|
+$8.14K
|
+83
|
+4%
|
|
|
1998
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$205K
|
+$16.7K
|
+170
|
+8%
|
|
|
1999
|
Corundum Group
Colorado Springs,
Colorado
|
$204K
|
-$30.9K
|
-315
|
-13%
|
|
|
2000
|
Seelaus Asset Management
Chatham,
New Jersey
|
$204K
|
+$213K
|
+2,171
|
New
|
|
