|
1976
|
CCM Investment Advisers
Columbia,
South Carolina
|
$231K
|
-$3.46K
|
-15
|
-1%
|
|
|
1977
|
Callan Capital
La Jolla,
California
|
$231K
|
–
|
–
|
–
|
|
|
1978
|
True North Advisors
Dallas,
Texas
|
$231K
|
+$36.9K
|
+160
|
+19%
|
|
|
1979
|
Peak Planning Group
Centennial,
Colorado
|
$230K
|
+$6.69K
|
+29
|
+3%
|
|
|
1980
|
Pratt Collard Advisory Partners
Buffalo,
New York
|
$230K
|
-$1.15K
|
-5
|
-0.5%
|
|
|
1981
|
Curtis Advisory Group
Santa Barbara,
California
|
$230K
|
–
|
–
|
–
|
|
|
1982
|
Hourglass Capital
Houston,
Texas
|
$230K
|
–
|
–
|
–
|
|
|
1983
|
Financial Sense Advisors
San Diego,
California
|
$230K
|
+$461
|
+2
|
+0.2%
|
|
|
1984
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$230K
|
+$231K
|
+1,000
|
New
|
|
|
1985
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$230K
|
+$231K
|
+1,000
|
New
|
|
|
1986
|
Manning & Napier Group
Fairport,
New York
|
$229K
|
–
|
–
|
–
|
|
|
1987
|
Gray Wealth Management
Bangor,
Maine
|
$229K
|
+$7.84K
|
+34
|
+4%
|
|
|
1988
|
CRA Financial Services
Northfield,
New Jersey
|
$229K
|
+$18.4K
|
+80
|
+9%
|
|
|
1989
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$228K
|
-$3.69K
|
-16
|
-2%
|
|
|
1990
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$227K
|
+$228K
|
+989
|
New
|
|
|
1991
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$227K
|
–
|
–
|
–
|
|
|
1992
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$227K
|
+$4.38K
|
+19
|
+2%
|
|
|
1993
|
|
$226K
|
+$692
|
+3
|
+0.3%
|
|
|
1994
|
|
$226K
|
+$226K
|
+982
|
New
|
|
|
1995
|
Pendal Group
Sydney,
Australia
|
$225K
|
+$226K
|
+980
|
New
|
|
|
1996
|
Summit Financial Group
Moorefield,
West Virginia
|
$224K
|
–
|
–
|
–
|
|
|
1997
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$224K
|
+$8.76K
|
+38
|
+4%
|
|
|
1998
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$223K
|
–
|
–
|
–
|
|
|
1999
|
New England Asset Management
Farmington,
Connecticut
|
$223K
|
–
|
–
|
–
|
|
|
2000
|
Gryphon Financial Partners
Columbus,
Ohio
|
$223K
|
+$922
|
+4
|
+0.4%
|
|
