|
1976
|
Private Management Group
Irvine,
California
|
$271K
|
–
|
–
|
–
|
|
|
1977
|
Axiom Financial Strategies
New Albany,
Indiana
|
$270K
|
-$706
|
-2
|
-0.2%
|
|
|
1978
|
Tucker Asset Management
Littleton,
Colorado
|
$270K
|
-$92.9K
|
-263
|
-23%
|
|
|
1979
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$268K
|
+$5.65K
|
+16
|
+2%
|
|
|
1980
|
Aspen Grove Capital
Avon,
Colorado
|
$267K
|
+$13.8K
|
+39
|
+5%
|
|
|
1981
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$267K
|
-$18K
|
-51
|
-6%
|
|
|
1982
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$266K
|
+$301K
|
+851
|
New
|
|
|
1983
|
Sentinus LLC
Oak Brook,
Illinois
|
$265K
|
+$30.7K
|
+87
|
+11%
|
|
|
1984
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$265K
|
–
|
–
|
–
|
|
|
1985
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$265K
|
+$300K
|
+849
|
New
|
|
|
1986
|
ORG Partners
Roanoke,
Indiana
|
$265K
|
-$9.89K
|
-28
|
-3%
|
|
|
1987
|
Stablepoint Partners
Braintree,
Massachusetts
|
$265K
|
-$1.41K
|
-4
|
-0.5%
|
|
|
1988
|
Code Waechter
Tampa,
Florida
|
$264K
|
-$6.36K
|
-18
|
-2%
|
|
|
1989
|
Core Wealth Partners
Santa Rosa,
California
|
$264K
|
+$15.9K
|
+45
|
+6%
|
|
|
1990
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$264K
|
+$298K
|
+845
|
New
|
|
|
1991
|
Tortoise Investment Management
White Plains,
New York
|
$263K
|
-$96.4K
|
-273
|
-24%
|
|
|
1992
|
Arcus Capital Partners
Atlanta,
Georgia
|
$262K
|
–
|
–
|
–
|
|
|
1993
|
Facet Wealth Inc
Baltimore,
Maryland
|
$262K
|
+$15.9K
|
+45
|
+6%
|
|
|
1994
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$261K
|
-$9.54K
|
-27
|
-3%
|
|
|
1995
|
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
$260K
|
+$294K
|
+833
|
New
|
|
|
1996
|
Cora Capital Advisors
Marlton,
New Jersey
|
$260K
|
+$5.3K
|
+15
|
+2%
|
|
|
1997
|
Optimum Investment Advisors
Chicago,
Illinois
|
$259K
|
+$2.12K
|
+6
|
+0.7%
|
|
|
1998
|
Foster Group
West Des Moines,
Iowa
|
$259K
|
-$23.7K
|
-67
|
-7%
|
|
|
1999
|
Old Port Advisors
Portland,
Maine
|
$258K
|
-$57.2K
|
-162
|
-16%
|
|
|
2000
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$258K
|
-$373K
|
-1,055
|
-56%
|
|
