|
1976
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$535K
|
-$15.7K
|
-387
|
-3%
|
|
|
1977
|
Insight 2811 Inc
Chicago,
Illinois
|
$533K
|
+$75.2K
|
+1,855
|
+17%
|
|
|
1978
|
Meeder Asset Management
Dublin,
Ohio
|
$531K
|
-$6.22M
|
-153,455
|
-92%
|
|
|
1979
|
Cromwell Holdings
Jackson,
Wyoming
|
$529K
|
–
|
–
|
–
|
|
|
1980
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$529K
|
-$69.6K
|
-1,716
|
-12%
|
|
|
1981
|
Members Trust
Tampa,
Florida
|
$529K
|
-$41.5K
|
-1,023
|
-7%
|
|
|
1982
|
Cannell & Spears
New York
|
$529K
|
-$33.8K
|
-834
|
-6%
|
|
|
1983
|
Cambient Family Office
Ada,
Michigan
|
$528K
|
+$526K
|
+12,973
|
New
|
|
|
1984
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$528K
|
+$28K
|
+690
|
+6%
|
|
|
1985
|
PCG Asset Management
Gladstone,
New Jersey
|
$527K
|
-$16.2K
|
-400
|
-3%
|
|
|
1986
|
PW Nova Financial Services
Newtown,
Pennsylvania
|
$527K
|
+$527K
|
+12,998
|
New
|
|
|
1987
|
Finward Bancorp
Munster,
Indiana
|
$526K
|
-$5.48K
|
-135
|
-1%
|
|
|
1988
|
Austin Private Wealth
Austin,
Texas
|
$526K
|
+$21.8K
|
+538
|
+4%
|
|
|
1989
|
CFO Capital Management
Fairfield,
Connecticut
|
$526K
|
+$524K
|
+12,911
|
New
|
|
|
1990
|
Cahill Financial Advisors
Edina,
Minnesota
|
$526K
|
-$3.04K
|
-75
|
-0.6%
|
|
|
1991
|
Five Oceans Advisors
Santa Monica,
California
|
$524K
|
-$7.71K
|
-190
|
-1%
|
|
|
1992
|
Douglas Lane & Associates
New York
|
$524K
|
-$180K
|
-4,435
|
-26%
|
|
|
1993
|
Holistic Planning
Nacogdoches,
Texas
|
$523K
|
-$188K
|
-4,642
|
-27%
|
|
|
1994
|
Bouchey Financial Group
Troy,
New York
|
$523K
|
-$30.1K
|
-742
|
-5%
|
|
|
1995
|
Madison Asset Management
Madison,
Wisconsin
|
$522K
|
+$520K
|
+12,826
|
New
|
|
|
1996
|
Next Level Private
Harrison,
New York
|
$522K
|
-$138K
|
-3,411
|
-21%
|
|
|
1997
|
Capital Square
Chattanooga,
Tennessee
|
$521K
|
+$40.4K
|
+995
|
+8%
|
|
|
1998
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$521K
|
-$121K
|
-2,971
|
-19%
|
|
|
1999
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$519K
|
+$516K
|
+12,731
|
New
|
|
|
2000
|
Natural Investments
Windsor,
California
|
$518K
|
+$51.9K
|
+1,279
|
+11%
|
|
