|
1976
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$350K
|
-$666K
|
-1,229
|
-64%
|
|
|
1977
|
XY Capital
Central,
Hong Kong
|
$350K
|
+$381K
|
+703
|
New
|
|
|
1978
|
Wedgewood Investors
Erie,
Pennsylvania
|
$348K
|
–
|
–
|
–
|
|
|
1979
|
Community Financial Services Group
Newport,
Vermont
|
$347K
|
-$86.1K
|
-159
|
-19%
|
|
|
1980
|
Allen Investment Management
New York
|
$347K
|
–
|
–
|
–
|
|
|
1981
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$346K
|
–
|
–
|
–
|
|
|
1982
|
AmeriFlex Group
Las Vegas,
Nevada
|
$346K
|
+$345K
|
+637
|
+1,098%
|
|
|
1983
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$346K
|
-$72K
|
-133
|
-16%
|
|
|
1984
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$346K
|
+$115K
|
+213
|
+44%
|
|
|
1985
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$345K
|
-$2.71K
|
-5
|
-0.7%
|
|
|
1986
|
Readystate Asset Management
Chicago,
Illinois
|
$344K
|
-$821K
|
-1,515
|
-69%
|
|
|
1987
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$344K
|
-$80.7K
|
-149
|
-18%
|
|
|
1988
|
Studio Investment Management
Chicago,
Illinois
|
$343K
|
-$25.5K
|
-47
|
-6%
|
|
|
1989
|
MBL Wealth
Charlotte,
North Carolina
|
$341K
|
+$15.2K
|
+28
|
+4%
|
|
|
1990
|
Searle & Co
Greenwich,
Connecticut
|
$341K
|
–
|
–
|
–
|
|
|
1991
|
Severin Investments
St. Louis,
Missouri
|
$340K
|
-$542
|
-1
|
-0.1%
|
|
|
1992
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$340K
|
+$35.2K
|
+65
|
+11%
|
|
|
1993
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$340K
|
+$30.9K
|
+57
|
+9%
|
|
|
1994
|
Sage Rhino Capital
Menlo Park,
California
|
$340K
|
-$2.17K
|
-4
|
-0.6%
|
|
|
1995
|
Eagle Capital Management (New York)
New York
|
$340K
|
–
|
–
|
–
|
|
|
1996
|
Drive Wealth Management
Lehi,
Utah
|
$340K
|
-$578K
|
-1,067
|
-61%
|
|
|
1997
|
Petrus Trust Company
Dallas,
Texas
|
$339K
|
+$75.3K
|
+139
|
+26%
|
|
|
1998
|
Asahi Life Asset Management
Tokyo,
Japan
|
$339K
|
+$369K
|
+682
|
New
|
|
|
1999
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$338K
|
+$14.1K
|
+26
|
+4%
|
|
|
2000
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$337K
|
-$14.1K
|
-26
|
-4%
|
|
