|
1976
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$1.07M
|
+$10.6K
|
+73
|
+1%
|
|
|
1977
|
FLC Capital Advisors
Palm Desert,
California
|
$1.07M
|
-$8.75K
|
-60
|
-0.9%
|
|
|
1978
|
Accredited Investors
Edina,
Minnesota
|
$1.07M
|
-$45K
|
-309
|
-4%
|
|
|
1979
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$1.07M
|
-$1.73M
|
-11,864
|
-63%
|
|
|
1980
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$1.06M
|
-$13.8K
|
-95
|
-1%
|
|
|
1981
|
Childress Capital Advisors
Houston,
Texas
|
$1.06M
|
+$36.6K
|
+251
|
+4%
|
|
|
1982
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$1.06M
|
+$20.7K
|
+142
|
+2%
|
|
|
1983
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.06M
|
+$17.5K
|
+120
|
+2%
|
|
|
1984
|
American Trust
Lexington,
Kentucky
|
$1.06M
|
+$47.8K
|
+328
|
+5%
|
|
|
1985
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.05M
|
-$119K
|
-817
|
-11%
|
|
|
1986
|
First Western Trust Bank
Denver,
Colorado
|
$1.05M
|
+$228K
|
+1,562
|
+30%
|
|
|
1987
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.05M
|
-$77K
|
-528
|
-7%
|
|
|
1988
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$1.04M
|
+$983K
|
+6,744
|
New
|
|
|
1989
|
Bellevue Group
Kuesnacht,
Switzerland
|
$1.04M
|
+$286K
|
+1,964
|
+41%
|
|
|
1990
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$1.04M
|
-$1.31K
|
-9
|
-0.1%
|
|
|
1991
|
Profit Investment Management
North Bethesda,
Maryland
|
$1.04M
|
–
|
–
|
–
|
|
|
1992
|
GoalVest Advisory
New York
|
$1.04M
|
+$854K
|
+5,858
|
+698%
|
|
|
1993
|
Joel Isaacson & Co
New York
|
$1.04M
|
+$32.1K
|
+220
|
+3%
|
|
|
1994
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$1.03M
|
–
|
–
|
–
|
|
|
1995
|
First National Corp
Rockland,
Massachusetts
|
$1.03M
|
+$6.56K
|
+45
|
+0.7%
|
|
|
1996
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$1.03M
|
+$972K
|
+6,668
|
New
|
|
|
1997
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$1.03M
|
+$2.04K
|
+14
|
+0.2%
|
|
|
1998
|
Dillon & Associates
Jackson,
Michigan
|
$1.03M
|
–
|
–
|
–
|
|
|
1999
|
GSA Capital Partners
London,
United Kingdom
|
$1.03M
|
+$971K
|
+6,661
|
New
|
|
|
2000
|
Everhart Financial Group
Dublin,
Ohio
|
$1.03M
|
-$84.4K
|
-579
|
-8%
|
|
