|
1976
|
Whitney & Co
Rochester,
New York
|
$1.74M
|
–
|
–
|
–
|
|
|
1977
|
Corundum Group
Colorado Springs,
Colorado
|
$1.74M
|
-$4.48K
|
-22
|
-0.3%
|
|
|
1978
|
Kassira Wealth Management
Knoxville,
Tennessee
|
$1.74M
|
+$1.53M
|
+7,498
|
New
|
|
|
1979
|
Drake & Associates
Waukesha,
Wisconsin
|
$1.73M
|
+$29.5K
|
+145
|
+2%
|
|
|
1980
|
|
$1.73M
|
–
|
–
|
–
|
|
|
1981
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$1.73M
|
–
|
–
|
–
|
|
|
1982
|
Fenimore Asset Management
Cobleskill,
New York
|
$1.73M
|
–
|
–
|
–
|
|
|
1983
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$1.73M
|
+$46K
|
+226
|
+3%
|
|
|
1984
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$1.72M
|
-$27.5K
|
-135
|
-2%
|
|
|
1985
|
United Bank (Virginia)
Vienna,
Virginia
|
$1.72M
|
–
|
–
|
–
|
|
|
1986
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$1.72M
|
-$43K
|
-211
|
-3%
|
|
|
1987
|
Versant Capital Management
Phoenix,
Arizona
|
$1.72M
|
+$406K
|
+1,994
|
+37%
|
|
|
1988
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.72M
|
-$64.3K
|
-316
|
-4%
|
|
|
1989
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$1.72M
|
+$4.89K
|
+24
|
+0.3%
|
|
|
1990
|
Sterling Investment Counsel
Buffalo,
New York
|
$1.72M
|
+$849K
|
+4,167
|
+128%
|
|
|
1991
|
LOM Asset Management
Hamilton,
|
$1.71M
|
-$21.4K
|
-105
|
-1%
|
|
|
1992
|
Allred Capital Management
Dallas,
Texas
|
$1.7M
|
+$11.8K
|
+58
|
+0.8%
|
|
|
1993
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.7M
|
+$432K
|
+2,122
|
+41%
|
|
|
1994
|
INVST
Indianapolis,
Indiana
|
$1.7M
|
-$57.4K
|
-282
|
-4%
|
|
|
1995
|
Members Trust
Tampa,
Florida
|
$1.7M
|
-$815
|
-4
|
-0.1%
|
|
|
1996
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.7M
|
-$88.4K
|
-434
|
-6%
|
|
|
1997
|
LifeSteps Financial
Claremont,
California
|
$1.69M
|
-$8.55K
|
-42
|
-0.6%
|
|
|
1998
|
First Business Financial Services
Madison,
Wisconsin
|
$1.69M
|
-$30.5K
|
-150
|
-2%
|
|
|
1999
|
Coyle Financial Counsel
Glenview,
Illinois
|
$1.68M
|
+$39.5K
|
+194
|
+3%
|
|
|
2000
|
Mayport LLC
Newton,
Massachusetts
|
$1.68M
|
+$26.3K
|
+129
|
+2%
|
|
