|
1976
|
First Bank & Trust
Brookings,
South Dakota
|
$76.8万
|
-$2.71万
|
-480
|
-4%
|
|
|
1977
|
Swarthmore Group
Philadelphia,
Pennsylvania
|
$76.5万
|
-$751万
|
-133,000
|
-91%
|
|
|
1978
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$76.4万
|
-$100万
|
-17,800
|
-59%
|
|
|
1979
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$75.6万
|
+$39.2万
|
+6,940
|
+117%
|
|
|
1980
|
Foundry Partners
Minneapolis,
Minnesota
|
$75.3万
|
–
|
–
|
–
|
|
|
1981
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$75.1万
|
-$5.65万
|
-1,000
|
-7%
|
|
|
1982
|
RBO & Co
Saint Helena,
California
|
$75.1万
|
+$2.6万
|
+460
|
+4%
|
|
|
1983
|
Pinion Investment Advisors
Wichita,
Kansas
|
$75.1万
|
+$3.84万
|
+680
|
+6%
|
|
|
1984
|
Pin Oak Investment Advisors
Houston,
Texas
|
$75万
|
-$13.1万
|
-2,320
|
-15%
|
|
|
1985
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$75万
|
+$1.69万
|
+300
|
+2%
|
|
|
1986
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$74.9万
|
–
|
–
|
–
|
|
|
1987
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$74.6万
|
–
|
–
|
–
|
|
|
1988
|
Wealth Architects
Mountain View,
California
|
$74.3万
|
-$1,129
|
-20
|
-0.2%
|
|
|
1989
|
Courier Capital
Buffalo,
New York
|
$74万
|
+$1.02万
|
+180
|
+1%
|
|
|
1990
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$73.8万
|
-$41.1万
|
-7,280
|
-37%
|
|
|
1991
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$73.8万
|
+$2,258
|
+40
|
+0.3%
|
|
|
1992
|
Ruggie Capital Group
Tavares,
Florida
|
$73.4万
|
-$32.9万
|
-5,820
|
-32%
|
|
|
1993
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$73.4万
|
-$1.81万
|
-320
|
-3%
|
|
|
1994
|
Calton & Associates
Tampa,
Florida
|
$73.3万
|
+$9.9万
|
+1,760
|
+16%
|
|
|
1995
|
Ritholtz Wealth Management
New York
|
$73.2万
|
-$1.36万
|
-240
|
-2%
|
|
|
1996
|
Meridian Financial Partners
Warrenton,
Virginia
|
$72.8万
|
-$1.47万
|
-260
|
-2%
|
|
|
1997
|
Tradition Capital Management
Summit,
New Jersey
|
$72.7万
|
+$8.36万
|
+1,480
|
+14%
|
|
|
1998
|
Southport Capital Management
Chattanooga,
Tennessee
|
$72.6万
|
+$7,904
|
+140
|
+1%
|
|
|
1999
|
Riverview Trust Company
Vancouver,
Washington
|
$72.5万
|
–
|
–
|
–
|
|
|
2000
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$72.4万
|
+$2.6万
|
+460
|
+4%
|
|
