|
1976
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$447K
|
-$41.5K
|
-395
|
-8%
|
|
|
1977
|
Lantz Financial
Naperville,
Illinois
|
$446K
|
+$53K
|
+505
|
+12%
|
|
|
1978
|
Ackerman Capital Advisors
Dallas,
Texas
|
$446K
|
–
|
–
|
–
|
|
|
1979
|
BOK Financial Private Wealth
Denver,
Colorado
|
$445K
|
-$40.8K
|
-388
|
-8%
|
|
|
1980
|
Samalin Investment Counsel
Chappaqua,
New York
|
$444K
|
-$22K
|
-209
|
-4%
|
|
|
1981
|
Covenant Asset Management
Chester,
New Jersey
|
$444K
|
–
|
–
|
–
|
|
|
1982
|
Vise Technologies
New York
|
$443K
|
+$143K
|
+1,362
|
+42%
|
|
|
1983
|
GDS Wealth Management
Flower Mound,
Texas
|
$443K
|
-$25.3K
|
-241
|
-5%
|
|
|
1984
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$442K
|
–
|
–
|
–
|
|
|
1985
|
Bell Bank
Fargo,
North Dakota
|
$442K
|
+$7.35K
|
+70
|
+2%
|
|
|
1986
|
Gould Asset Management
Claremont,
California
|
$441K
|
–
|
–
|
–
|
|
|
1987
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$441K
|
-$75.5K
|
-719
|
-14%
|
|
|
1988
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$441K
|
+$478K
|
+4,554
|
New
|
|
|
1989
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$441K
|
+$1.78K
|
+17
|
+0.4%
|
|
|
1990
|
Beaton Management Company
Haverhill,
Massachusetts
|
$440K
|
-$1.47K
|
-14
|
-0.3%
|
|
|
1991
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$440K
|
+$105
|
+1
|
+0%
|
|
|
1992
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$437K
|
-$16.4K
|
-156
|
-3%
|
|
|
1993
|
Integris Wealth Management
Monterey,
California
|
$437K
|
–
|
–
|
–
|
|
|
1994
|
Mengis Capital Management
Portland,
Oregon
|
$437K
|
-$5.25K
|
-50
|
-1%
|
|
|
1995
|
Alta Advisers
London,
United Kingdom
|
$436K
|
–
|
–
|
–
|
|
|
1996
|
NCM Capital Management
Ramsey,
New Jersey
|
$436K
|
-$1.68K
|
-16
|
-0.4%
|
|
|
1997
|
Coastwise Capital Group
La Jolla,
California
|
$435K
|
+$116K
|
+1,107
|
+33%
|
|
|
1998
|
Camden National Bank
Camden,
Maine
|
$434K
|
-$15.9K
|
-151
|
-3%
|
|
|
1999
|
Centric Wealth Management
Chicago,
Illinois
|
$431K
|
-$2.42K
|
-23
|
-0.5%
|
|
|
2000
|
Horan Securities
Cincinnati,
United States
|
$431K
|
+$5.25K
|
+50
|
+1%
|
|
