|
1976
|
Members Trust
Tampa,
Florida
|
$1.58M
|
+$43.4K
|
+223
|
+3%
|
|
|
1977
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.58M
|
-$88.1K
|
-453
|
-6%
|
|
|
1978
|
Pure Financial Advisors
San Diego,
California
|
$1.58M
|
+$29K
|
+149
|
+2%
|
|
|
1979
|
Rahlfs Capital
Lake Kiowa,
Texas
|
$1.57M
|
–
|
–
|
–
|
|
|
1980
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.57M
|
+$778
|
+4
|
+0.1%
|
|
|
1981
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.57M
|
+$1.17K
|
+6
|
+0.1%
|
|
|
1982
|
Whitney & Co
Rochester,
New York
|
$1.57M
|
–
|
–
|
–
|
|
|
1983
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.57M
|
-$5.34M
|
-27,445
|
-79%
|
|
|
1984
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.57M
|
+$11.5K
|
+59
|
+0.8%
|
|
|
1985
|
|
$1.57M
|
+$35.6K
|
+183
|
+3%
|
|
|
1986
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.57M
|
-$228K
|
-1,175
|
-14%
|
|
|
1987
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.56M
|
-$320K
|
-1,645
|
-18%
|
|
|
1988
|
Fenimore Asset Management
Cobleskill,
New York
|
$1.56M
|
-$5.44K
|
-28
|
-0.4%
|
|
|
1989
|
Access Financial Services
Minneapolis,
Minnesota
|
$1.55M
|
+$19.6K
|
+101
|
+1%
|
|
|
1990
|
First Business Financial Services
Madison,
Wisconsin
|
$1.55M
|
–
|
–
|
–
|
|
|
1991
|
Callan Capital
La Jolla,
California
|
$1.55M
|
+$251K
|
+1,292
|
+21%
|
|
|
1992
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$1.55M
|
+$21K
|
+108
|
+1%
|
|
|
1993
|
Westbourne Investments
Alexandria,
Virginia
|
$1.55M
|
+$19.4K
|
+100
|
+1%
|
|
|
1994
|
HBW Advisory Services
Simi Valley,
California
|
$1.54M
|
-$7.78K
|
-40
|
-0.5%
|
|
|
1995
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$1.54M
|
-$289K
|
-1,485
|
-17%
|
|
|
1996
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.54M
|
-$33.2K
|
-171
|
-2%
|
|
|
1997
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.54M
|
+$43.2K
|
+222
|
+3%
|
|
|
1998
|
|
$1.54M
|
–
|
–
|
–
|
|
|
1999
|
LifeSteps Financial
Claremont,
California
|
$1.53M
|
+$13.8K
|
+71
|
+1%
|
|
|
2000
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.53M
|
+$20.4K
|
+105
|
+1%
|
|
