|
1976
|
CRA Financial Services
Northfield,
New Jersey
|
$550K
|
-$72.7K
|
-244
|
-11%
|
|
|
1977
|
Huntleigh Advisors
St. Louis,
Missouri
|
$550K
|
+$1.79K
|
+6
|
+0.3%
|
|
|
1978
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$550K
|
-$93.5K
|
-314
|
-13%
|
|
|
1979
|
Regal Investment Advisors
Kentwood,
Michigan
|
$550K
|
-$755K
|
-2,536
|
-56%
|
|
|
1980
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$549K
|
-$313K
|
-1,051
|
-34%
|
|
|
1981
|
First Growth Capital
Pikesville,
Maryland
|
$549K
|
+$596
|
+2
|
+0.1%
|
|
|
1982
|
Stokes Family Office
New Orleans,
Louisiana
|
$548K
|
-$236K
|
-792
|
-28%
|
|
|
1983
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$548K
|
-$893
|
-3
|
-0.1%
|
|
|
1984
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$547K
|
-$14.4M
|
-48,291
|
-96%
|
|
|
1985
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$547K
|
-$5.06K
|
-17
|
-0.8%
|
|
|
1986
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$546K
|
-$42.9K
|
-144
|
-7%
|
|
|
1987
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$546K
|
+$86.7K
|
+291
|
+17%
|
|
|
1988
|
|
$545K
|
-$59.6K
|
-200
|
-9%
|
|
|
1989
|
AXS Investments
Port Chester,
New York
|
$544K
|
-$118K
|
-397
|
-16%
|
|
|
1990
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$544K
|
+$30.4K
|
+102
|
+5%
|
|
|
1991
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$543K
|
–
|
–
|
–
|
|
|
1992
|
True North Advisors
Dallas,
Texas
|
$543K
|
-$316K
|
-1,062
|
-35%
|
|
|
1993
|
Secure Asset Management
Troy,
Michigan
|
$541K
|
-$11.6K
|
-39
|
-2%
|
|
|
1994
|
Jacobs Equity
Draper,
Utah
|
$539K
|
+$89.3K
|
+300
|
+18%
|
|
|
1995
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$538K
|
-$25.6K
|
-86
|
-4%
|
|
|
1996
|
1ST Source Bank
South Bend,
Indiana
|
$538K
|
+$65.2K
|
+219
|
+12%
|
|
|
1997
|
Smart Portfolios LLC
Seattle,
Washington
|
$537K
|
+$43.2K
|
+145
|
+8%
|
|
|
1998
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$537K
|
-$14.6K
|
-49
|
-2%
|
|
|
1999
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$537K
|
+$158K
|
+531
|
+37%
|
|
|
2000
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$535K
|
+$20.8K
|
+70
|
+4%
|
|
