|
1976
|
Lantz Financial
Naperville,
Illinois
|
$409K
|
–
|
–
|
–
|
|
|
1977
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$409K
|
+$13.7K
|
+285
|
+3%
|
|
|
1978
|
First Citizens Financial Corp
Mason City,
Iowa
|
$408K
|
-$59.8K
|
-1,242
|
-12%
|
|
|
1979
|
TFG Advisers
Auburn Hills,
Michigan
|
$408K
|
+$434
|
+9
|
+0.1%
|
|
|
1980
|
SOA Wealth Advisors
New York
|
$408K
|
+$723
|
+15
|
+0.2%
|
|
|
1981
|
Newman & Schimel
Deerfield,
Illinois
|
$407K
|
+$867
|
+18
|
+0.2%
|
|
|
1982
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$407K
|
+$21.8K
|
+453
|
+5%
|
|
|
1983
|
Middleton & Co
Boston,
Massachusetts
|
$406K
|
-$31.1K
|
-645
|
-7%
|
|
|
1984
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$406K
|
-$434
|
-9
|
-0.1%
|
|
|
1985
|
Redwood Investment Management
Scottsdale,
Arizona
|
$404K
|
-$1.12M
|
-23,259
|
-73%
|
|
|
1986
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$404K
|
–
|
–
|
–
|
|
|
1987
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$404K
|
+$43.4K
|
+900
|
+12%
|
|
|
1988
|
Bessemer Securities
New York
|
$404K
|
+$419K
|
+8,700
|
New
|
|
|
1989
|
Toews Corporation
Northfield,
New Jersey
|
$404K
|
+$419K
|
+8,700
|
New
|
|
|
1990
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$402K
|
+$152K
|
+3,150
|
+57%
|
|
|
1991
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$401K
|
+$16.9K
|
+351
|
+4%
|
|
|
1992
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$400K
|
+$18.2K
|
+378
|
+5%
|
|
|
1993
|
Capital One Financial
Mclean,
Virginia
|
$397K
|
–
|
–
|
–
|
|
|
1994
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$397K
|
–
|
–
|
–
|
|
|
1995
|
Chelsea Counsel Company
Los Angeles,
California
|
$394K
|
–
|
–
|
–
|
|
|
1996
|
United Bank (Georgia)
Zebulon,
Georgia
|
$394K
|
+$28.6K
|
+594
|
+8%
|
|
|
1997
|
qPULA Trading Management
New York
|
$394K
|
+$408K
|
+8,472
|
New
|
|
|
1998
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$393K
|
–
|
–
|
–
|
|
|
1999
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$393K
|
+$14.7K
|
+306
|
+4%
|
|
|
2000
|
Winfield Associates
Cleveland,
Ohio
|
$393K
|
+$408K
|
+8,466
|
New
|
|
