|
1976
|
FSA Wealth Management
Needham,
Massachusetts
|
$137K
|
–
|
–
|
–
|
|
|
1977
|
Riverview Trust Company
Vancouver,
Washington
|
$135K
|
+$132K
|
+541
|
New
|
|
|
1978
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$133K
|
–
|
–
|
–
|
|
|
1979
|
Matthew Hamilton Rosenberg
|
$132K
|
+$12K
|
+49
|
+10%
|
|
|
1980
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$130K
|
+$12K
|
+49
|
+10%
|
|
|
1981
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$130K
|
–
|
–
|
–
|
|
|
1982
|
Creative Financial Designs
Kokomo,
Indiana
|
$128K
|
+$6.6K
|
+27
|
+6%
|
|
|
1983
|
Lummis Asset Management
Fort Worth,
Texas
|
$125K
|
-$393K
|
-1,607
|
-76%
|
|
|
1984
|
Marshall Wace
London,
United Kingdom
|
$125K
|
+$122K
|
+500
|
New
|
|
|
1985
|
Addison Advisors
Middlebury,
Vermont
|
$123K
|
–
|
–
|
–
|
|
|
1986
|
Tortoise Investment Management
White Plains,
New York
|
$122K
|
-$8.31K
|
-34
|
-6%
|
|
|
1987
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$121K
|
-$11.2K
|
-46
|
-9%
|
|
|
1988
|
Kelly Financial Services
Braintree,
Massachusetts
|
$119K
|
+$12.2K
|
+50
|
+12%
|
|
|
1989
|
Caldwell Sutter Capital
Sausalito,
California
|
$119K
|
–
|
–
|
–
|
|
|
1990
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$118K
|
+$116K
|
+474
|
New
|
|
|
1991
|
Private Ocean
San Rafael,
California
|
$117K
|
–
|
–
|
–
|
|
|
1992
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$115K
|
-$1.71K
|
-7
|
-2%
|
|
|
1993
|
Pacific Capital Wealth Advisors
Corona,
California
|
$112K
|
–
|
–
|
–
|
|
|
1994
|
CoreCap Advisors
Southfield,
Michigan
|
$112K
|
-$1.24M
|
-5,091
|
-92%
|
|
|
1995
|
McIlrath & Eck
Arlington,
Washington
|
$111K
|
+$13.7K
|
+56
|
+14%
|
|
|
1996
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$110K
|
+$733
|
+3
|
+0.7%
|
|
|
1997
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$109K
|
–
|
–
|
–
|
|
|
1998
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$109K
|
–
|
–
|
–
|
|
|
1999
|
Knuff & Co
Foster City,
California
|
$103K
|
–
|
–
|
–
|
|
|
2000
|
Rogco LP
Claremore,
Oklahoma
|
$102K
|
–
|
–
|
–
|
|
