|
1976
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$206K
|
–
|
–
|
–
|
|
|
1977
|
Waverton Investment Management
London,
United Kingdom
|
$206K
|
+$183K
|
+1,000
|
New
|
|
|
1978
|
Cetera Trust Company
St. Paul,
Minnesota
|
$206K
|
–
|
–
|
–
|
|
|
1979
|
One Day In July LLC
Burlington,
Vermont
|
$206K
|
+$183K
|
+998
|
New
|
|
|
1980
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$206K
|
+$155K
|
+846
|
+646%
|
|
|
1981
|
Oder Investment Management
Woodland Hills,
California
|
$205K
|
+$183K
|
+996
|
New
|
|
|
1982
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$205K
|
-$49.5K
|
-270
|
-21%
|
|
|
1983
|
Strategic Advisors
New York
|
$203K
|
+$180K
|
+983
|
New
|
|
|
1984
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$202K
|
+$180K
|
+979
|
New
|
|
|
1985
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$202K
|
+$176K
|
+961
|
New
|
|
|
1986
|
Magnus Financial Group
New York
|
$201K
|
+$179K
|
+973
|
New
|
|
|
1987
|
Callan Capital
La Jolla,
California
|
$200K
|
+$178K
|
+972
|
New
|
|
|
1988
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$200K
|
+$178K
|
+970
|
New
|
|
|
1989
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$198K
|
+$176K
|
+962
|
New
|
|
|
1990
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$198K
|
+$176K
|
+958
|
New
|
|
|
1991
|
Hills Bank & Trust
North Liberty,
Iowa
|
$197K
|
+$49.2K
|
+268
|
+39%
|
|
|
1992
|
Financial Perspectives
Minneapolis,
Minnesota
|
$196K
|
-$367
|
-2
|
-0.2%
|
|
|
1993
|
Winthrop Capital Management
Carmel,
Indiana
|
$196K
|
+$4.95K
|
+27
|
+3%
|
|
|
1994
|
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
|
$194K
|
+$173K
|
+942
|
New
|
|
|
1995
|
Financial Management Professionals
Austin,
Texas
|
$191K
|
+$8.99K
|
+49
|
+6%
|
|
|
1996
|
TCTC Holdings
Dallas,
Texas
|
$187K
|
+$15K
|
+82
|
+10%
|
|
|
1997
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$186K
|
+$165K
|
+902
|
New
|
|
|
1998
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$184K
|
+$6.97K
|
+38
|
+4%
|
|
|
1999
|
Kelly Financial Services
Braintree,
Massachusetts
|
$179K
|
+$183
|
+1
|
+0.1%
|
|
|
2000
|
Covestor
London,
United Kingdom
|
$176K
|
+$11.4K
|
+62
|
+8%
|
|
