|
1976
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$13.3K
|
–
|
–
|
–
|
|
|
1977
|
Belmont Capital
Los Angeles,
California
|
$13K
|
–
|
–
|
–
|
|
|
1978
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$12.8K
|
–
|
–
|
–
|
|
|
1979
|
IMA Advisory Services
Denver,
Colorado
|
$11.5K
|
–
|
–
|
–
|
|
|
1980
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$11.2K
|
-$1.94K
|
-7
|
-14%
|
|
|
1981
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
1982
|
VitalStone Financial
Shavano Park,
Texas
|
$11K
|
+$11.1K
|
+40
|
New
|
|
|
1983
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$10.4K
|
+$6.36K
|
+23
|
+144%
|
|
|
1984
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$10.3K
|
-$748K
|
-2,704
|
-7%
|
|
|
1985
|
Lee Financial
Dallas,
Texas
|
$10.1K
|
-$2.77K
|
-10
|
-21%
|
|
|
1986
|
Globeflex Capital
San Diego,
California
|
$9.87K
|
–
|
–
|
–
|
|
|
1987
|
Everence Capital Management
Goshen,
Indiana
|
$9.72K
|
+$349K
|
+1,260
|
+4%
|
|
|
1988
|
CNB Bank
Clearfield,
Pennsylvania
|
$9.61K
|
+$2.77K
|
+10
|
+38%
|
|
|
1989
|
Investors Research Corp
Atlanta,
Georgia
|
$9.34K
|
+$9.68K
|
+35
|
New
|
|
|
1990
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$9.07K
|
+$5.81K
|
+21
|
+162%
|
|
|
1991
|
Centerpoint Advisors
Needham,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
1992
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
1993
|
Creative Capital Management Investments
San Diego,
California
|
$9K
|
+$9.4K
|
+34
|
New
|
|
|
1994
|
Community Bank
Dewitt,
New York
|
$8.27K
|
–
|
–
|
–
|
|
|
1995
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$8.05K
|
-$63.9K
|
-231
|
-0.8%
|
|
|
1996
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$8.01K
|
–
|
–
|
–
|
|
|
1997
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$8.01K
|
–
|
–
|
–
|
|
|
1998
|
Goodman Advisory Group
Needham,
Massachusetts
|
$8K
|
-$8.02K
|
-29
|
-50%
|
|
|
1999
|
Atwood & Palmer
Kansas City,
Missouri
|
$7.21K
|
–
|
–
|
–
|
|
|
2000
|
Estabrook Capital Management
New York
|
$6.94K
|
–
|
–
|
–
|
|
