|
1976
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$268K
|
+$272K
|
+494
|
New
|
|
|
1977
|
Kelly Financial Services
Braintree,
Massachusetts
|
$268K
|
–
|
–
|
–
|
|
|
1978
|
Aveo Capital Partners
Englewood,
Colorado
|
$267K
|
+$23.7K
|
+43
|
+10%
|
|
|
1979
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$266K
|
-$124K
|
-225
|
-32%
|
|
|
1980
|
Covey Capital Advisors
Atlanta,
Georgia
|
$266K
|
–
|
–
|
–
|
|
|
1981
|
Ranch Capital Advisors
Sarasota,
Florida
|
$266K
|
–
|
–
|
–
|
|
|
1982
|
Wealth Effects
Boston,
Massachusetts
|
$266K
|
+$270K
|
+490
|
New
|
|
|
1983
|
Quadrature Capital
London,
United Kingdom
|
$265K
|
-$4.74M
|
-8,605
|
-95%
|
|
|
1984
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$262K
|
-$96.9K
|
-176
|
-26%
|
|
|
1985
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$261K
|
-$7.71K
|
-14
|
-3%
|
|
|
1986
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$261K
|
-$4.95K
|
-9
|
-2%
|
|
|
1987
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$261K
|
–
|
–
|
–
|
|
|
1988
|
Epic Trust Investment Advisors
Richland,
Washington
|
$260K
|
+$74.9K
|
+136
|
+40%
|
|
|
1989
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$259K
|
–
|
–
|
–
|
|
|
1990
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$258K
|
–
|
–
|
–
|
|
|
1991
|
Realta Investment Advisors
Wilmington,
Delaware
|
$257K
|
-$64.4K
|
-117
|
-20%
|
|
|
1992
|
Apricus Wealth
Beaufort,
South Carolina
|
$257K
|
-$13.2K
|
-24
|
-5%
|
|
|
1993
|
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
|
$257K
|
–
|
–
|
–
|
|
|
1994
|
Harbour Investment Management
Edmonds,
Washington
|
$254K
|
–
|
–
|
–
|
|
|
1995
|
|
$254K
|
+$6.61K
|
+12
|
+3%
|
|
|
1996
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$253K
|
–
|
–
|
–
|
|
|
1997
|
Sage Financial Management Group
Mclean,
Virginia
|
$253K
|
–
|
–
|
–
|
|
|
1998
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$253K
|
+$70.5K
|
+128
|
+38%
|
|
|
1999
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$253K
|
+$257K
|
+467
|
New
|
|
|
2000
|
Clare Market Investments
Dallas,
Texas
|
$251K
|
–
|
–
|
–
|
|
