|
1976
|
Navellier & Associates
Reno,
Nevada
|
$291K
|
+$224K
|
+2,054
|
New
|
|
|
1977
|
|
$291K
|
-$91.9K
|
-844
|
-29%
|
|
|
1978
|
Investment Advisory Group
Hanover,
Massachusetts
|
$291K
|
–
|
–
|
–
|
|
|
1979
|
Goelzer Investment Management
Carmel,
Indiana
|
$291K
|
+$223K
|
+2,048
|
New
|
|
|
1980
|
|
$290K
|
-$637K
|
-5,852
|
-74%
|
|
|
1981
|
West Michigan Advisors
Holland,
Michigan
|
$290K
|
-$13.5K
|
-124
|
-6%
|
|
|
1982
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$289K
|
-$53.3K
|
-490
|
-19%
|
|
|
1983
|
Oxford Financial Group
Carmel,
Indiana
|
$289K
|
-$10.5K
|
-96
|
-4%
|
|
|
1984
|
Charter Capital Management
Brookfield,
Wisconsin
|
$289K
|
+$222K
|
+2,038
|
New
|
|
|
1985
|
Wealthspan Partners
Davenport,
Iowa
|
$288K
|
-$5.33K
|
-49
|
-2%
|
|
|
1986
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$288K
|
+$6.21K
|
+57
|
+3%
|
|
|
1987
|
Mattern Wealth Management
Lawrence,
Kansas
|
$287K
|
-$10.9K
|
-100
|
-5%
|
|
|
1988
|
SNS Financial Group
Minneapolis,
Minnesota
|
$287K
|
-$3.05K
|
-28
|
-1%
|
|
|
1989
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$287K
|
+$220K
|
+2,023
|
New
|
|
|
1990
|
Diversified Enterprises
Wilmington,
Delaware
|
$286K
|
+$219K
|
+2,014
|
New
|
|
|
1991
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$285K
|
+$218K
|
+2,005
|
New
|
|
|
1992
|
Ping Capital Management
New York
|
$284K
|
-$109K
|
-1,000
|
-33%
|
|
|
1993
|
Roth Financial Partners
Kingwood,
Texas
|
$284K
|
–
|
–
|
–
|
|
|
1994
|
RS Crum Inc
Newport Beach,
California
|
$284K
|
–
|
–
|
–
|
|
|
1995
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$284K
|
–
|
–
|
–
|
|
|
1996
|
D'Orazio & Associates
Falls Church,
Virginia
|
$284K
|
-$3.38K
|
-31
|
-2%
|
|
|
1997
|
Keener Financial Planning
Keller,
Texas
|
$283K
|
+$218K
|
+2,000
|
New
|
|
|
1998
|
Key Financial Inc
West Chester,
Pennsylvania
|
$283K
|
–
|
–
|
–
|
|
|
1999
|
Facet Wealth Inc
Baltimore,
Maryland
|
$282K
|
+$174K
|
+1,601
|
New
|
|
|
2000
|
Activest Wealth Management
Aventure,
Florida
|
$282K
|
+$92.8K
|
+852
|
+75%
|
|
