|
1976
|
Sargent Investment Group
Bethesda,
Maryland
|
$347K
|
+$336K
|
+1,923
|
New
|
|
|
1977
|
Northwest Bancshares
Warren,
Pennsylvania
|
$347K
|
+$336K
|
+1,922
|
New
|
|
|
1978
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$346K
|
–
|
–
|
–
|
|
|
1979
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$345K
|
+$33.2K
|
+190
|
+11%
|
|
|
1980
|
Navellier & Associates
Reno,
Nevada
|
$345K
|
-$2.27K
|
-13
|
-0.7%
|
|
|
1981
|
Zions Bancorporation
Salt Lake City,
Utah
|
$345K
|
+$152K
|
+869
|
+83%
|
|
|
1982
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$345K
|
+$82.9K
|
+474
|
+33%
|
|
|
1983
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$344K
|
+$23.4K
|
+134
|
+8%
|
|
|
1984
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$344K
|
+$333K
|
+1,905
|
New
|
|
|
1985
|
LSV Asset Management
Chicago,
Illinois
|
$343K
|
–
|
–
|
–
|
|
|
1986
|
|
$343K
|
–
|
–
|
–
|
|
|
1987
|
Allen Investment Management
New York
|
$339K
|
–
|
–
|
–
|
|
|
1988
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$339K
|
–
|
–
|
–
|
|
|
1989
|
Benedetti & Gucer
Atlanta,
Georgia
|
$338K
|
+$327K
|
+1,872
|
New
|
|
|
1990
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$337K
|
+$326K
|
+1,866
|
New
|
|
|
1991
|
Bath Savings Trust
Bath,
Maine
|
$337K
|
+$326K
|
+1,865
|
New
|
|
|
1992
|
Strategic Financial Concepts
San Antonio,
Texas
|
$336K
|
+$325K
|
+1,861
|
New
|
|
|
1993
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$335K
|
+$325K
|
+1,858
|
New
|
|
|
1994
|
SkyOak Wealth
Southfield,
Michigan
|
$335K
|
-$69.9K
|
-400
|
-18%
|
|
|
1995
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$333K
|
+$323K
|
+1,845
|
New
|
|
|
1996
|
Peregrine Asset Advisers
Portland,
Oregon
|
$332K
|
-$2.69M
|
-15,390
|
-89%
|
|
|
1997
|
Quantbot Technologies
New York
|
$331K
|
+$320K
|
+1,832
|
New
|
|
|
1998
|
J.W. Coons Advisors
Columbus,
Ohio
|
$330K
|
–
|
–
|
–
|
|
|
1999
|
Bogart Wealth LLC
Mclean,
Virginia
|
$329K
|
-$57.9K
|
-331
|
-15%
|
|
|
2000
|
Delta Investment Management
San Francisco,
California
|
$329K
|
+$319K
|
+1,822
|
New
|
|
