|
1976
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$289K
|
+$281K
|
+490
|
New
|
|
|
1977
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$288K
|
+$2.87K
|
+5
|
+1%
|
|
|
1978
|
Hemington Wealth Management
Falls Church,
Virginia
|
$288K
|
+$280K
|
+487
|
New
|
|
|
1979
|
Willner & Heller
Encino,
California
|
$287K
|
–
|
–
|
–
|
|
|
1980
|
Driehaus Capital Management
Chicago,
Illinois
|
$286K
|
+$278K
|
+484
|
New
|
|
|
1981
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$285K
|
-$3.48M
|
-6,051
|
-93%
|
|
|
1982
|
MONECO Advisors
Fairfield,
Connecticut
|
$285K
|
-$26.4K
|
-46
|
-9%
|
|
|
1983
|
Curi RMB Capital
Chicago,
Illinois
|
$285K
|
–
|
–
|
–
|
|
|
1984
|
Quantum Private Wealth
Tampa,
Florida
|
$285K
|
–
|
–
|
–
|
|
|
1985
|
Horan Securities
Cincinnati,
United States
|
$285K
|
+$26.4K
|
+46
|
+11%
|
|
|
1986
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$284K
|
–
|
–
|
–
|
|
|
1987
|
Key Financial Inc
West Chester,
Pennsylvania
|
$284K
|
+$51.7K
|
+90
|
+23%
|
|
|
1988
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$282K
|
+$574
|
+1
|
+0.2%
|
|
|
1989
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$281K
|
–
|
–
|
–
|
|
|
1990
|
Valmark Advisers
Akron,
Ohio
|
$281K
|
+$13.8K
|
+24
|
+5%
|
|
|
1991
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$280K
|
+$29.3K
|
+51
|
+12%
|
|
|
1992
|
Good Life Advisors
Reading,
Pennsylvania
|
$278K
|
–
|
–
|
–
|
|
|
1993
|
CenterStar Asset Management
Chicago,
Illinois
|
$277K
|
–
|
–
|
–
|
|
|
1994
|
Harbour Investment Management
Edmonds,
Washington
|
$276K
|
–
|
–
|
–
|
|
|
1995
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$275K
|
-$144K
|
-250
|
-35%
|
|
|
1996
|
Sage Financial Management Group
Mclean,
Virginia
|
$275K
|
–
|
–
|
–
|
|
|
1997
|
Prentice Wealth Management
Rochester,
New York
|
$275K
|
+$21.3K
|
+37
|
+9%
|
|
|
1998
|
Clare Market Investments
Dallas,
Texas
|
$273K
|
-$6.32K
|
-11
|
-2%
|
|
|
1999
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$272K
|
-$767K
|
-1,335
|
-74%
|
|
|
2000
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$272K
|
+$40.8K
|
+71
|
+18%
|
|
