|
1976
|
Broadleaf Partners
Hudson,
Ohio
|
$586K
|
–
|
–
|
–
|
|
|
1977
|
Atlas Private Wealth Management
Albany,
New York
|
$585K
|
-$43.1K
|
-377
|
-7%
|
|
|
1978
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$585K
|
–
|
–
|
–
|
|
|
1979
|
Little House Capital
Braintree,
Massachusetts
|
$584K
|
-$65.1K
|
-570
|
-10%
|
|
|
1980
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$584K
|
-$2.29K
|
-20
|
-0.4%
|
|
|
1981
|
Orion Capital Management
Coronado,
California
|
$584K
|
–
|
–
|
–
|
|
|
1982
|
|
$583K
|
+$4.57K
|
+40
|
+0.7%
|
|
|
1983
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$582K
|
–
|
–
|
–
|
|
|
1984
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$582K
|
–
|
–
|
–
|
|
|
1985
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$581K
|
-$17.1K
|
-150
|
-3%
|
|
|
1986
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$579K
|
-$1.53M
|
-13,431
|
-71%
|
|
|
1987
|
E.S. Barr & Co
Lexington,
Kentucky
|
$578K
|
+$1.26K
|
+11
|
+0.2%
|
|
|
1988
|
Close Asset Management
London,
United Kingdom
|
$577K
|
–
|
–
|
–
|
|
|
1989
|
Nelson Capital Management
Menlo Park,
California
|
$576K
|
-$28.6K
|
-250
|
-4%
|
|
|
1990
|
Cooper/Haims Advisors
Victor,
New York
|
$576K
|
–
|
–
|
–
|
|
|
1991
|
King Wealth Management Group
Naples,
Florida
|
$576K
|
+$457
|
+4
|
+0.1%
|
|
|
1992
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$574K
|
-$29.1M
|
-254,422
|
-98%
|
|
|
1993
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$573K
|
-$222K
|
-1,943
|
-27%
|
|
|
1994
|
Westshore Wealth
Newport Beach,
California
|
$572K
|
-$425K
|
-3,719
|
-41%
|
|
|
1995
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$572K
|
+$1.49K
|
+13
|
+0.2%
|
|
|
1996
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$571K
|
+$3.43K
|
+30
|
+0.6%
|
|
|
1997
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$569K
|
–
|
–
|
–
|
|
|
1998
|
Keystone Financial Planning
Cleveland,
Ohio
|
$568K
|
+$9.83K
|
+86
|
+2%
|
|
|
1999
|
Graypoint LLC
Albany,
New York
|
$567K
|
-$80.4K
|
-704
|
-12%
|
|
|
2000
|
Lion Street Advisors
Austin,
Texas
|
$567K
|
+$600K
|
+5,251
|
New
|
|
