|
1976
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$419K
|
-$10.7K
|
-45
|
-2%
|
|
|
1977
|
Austin Private Wealth
Austin,
Texas
|
$418K
|
+$128K
|
+541
|
+42%
|
|
|
1978
|
Financial Connections Group
Corte Madera,
California
|
$418K
|
–
|
–
|
–
|
|
|
1979
|
Burford Brothers
Dallas,
Texas
|
$418K
|
–
|
–
|
–
|
|
|
1980
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$416K
|
+$1.89K
|
+8
|
+0.4%
|
|
|
1981
|
OneAscent Financial Services
Birmingham,
Alabama
|
$416K
|
+$140K
|
+592
|
+48%
|
|
|
1982
|
Mission Creek Capital Partners
San Francisco,
California
|
$416K
|
-$18.7K
|
-79
|
-4%
|
|
|
1983
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$416K
|
-$27.7K
|
-117
|
-6%
|
|
|
1984
|
Aristotle Capital Management
Los Angeles,
California
|
$415K
|
–
|
–
|
–
|
|
|
1985
|
Trueblood Wealth Management
Lima,
Ohio
|
$414K
|
+$7.34K
|
+31
|
+2%
|
|
|
1986
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$413K
|
+$429K
|
+1,813
|
New
|
|
|
1987
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$412K
|
-$44.7K
|
-189
|
-9%
|
|
|
1988
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$410K
|
-$94.7K
|
-400
|
-18%
|
|
|
1989
|
Leonteq Securities AG
Zurich,
Switzerland
|
$410K
|
+$250K
|
+1,055
|
+142%
|
|
|
1990
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$409K
|
+$14.9K
|
+63
|
+4%
|
|
|
1991
|
Whipplewood Advisors
Littleton,
Colorado
|
$408K
|
+$424K
|
+1,790
|
New
|
|
|
1992
|
Advyzon Investment Management
Lisle,
Illinois
|
$408K
|
+$423K
|
+1,788
|
New
|
|
|
1993
|
Corton Capital
Carrying Place,
Ontario, Canada
|
$408K
|
+$188K
|
+796
|
+80%
|
|
|
1994
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$407K
|
+$11.6K
|
+49
|
+3%
|
|
|
1995
|
AXQ Capital
Jersey City,
New Jersey
|
$407K
|
+$423K
|
+1,786
|
New
|
|
|
1996
|
Hudock Inc
Williamsport,
Pennsylvania
|
$407K
|
–
|
–
|
–
|
|
|
1997
|
Payne Capital Management
New York
|
$406K
|
+$421K
|
+1,780
|
New
|
|
|
1998
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$405K
|
–
|
–
|
–
|
|
|
1999
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$405K
|
+$62.3K
|
+263
|
+17%
|
|
|
2000
|
Atala Financial
Calabasas,
California
|
$405K
|
+$420K
|
+1,775
|
New
|
|
