|
1976
|
Mendel Capital Management
Little Rock,
Arkansas
|
$264K
|
+$695
|
+3
|
+0.3%
|
|
|
1977
|
Voya Financial Advisors
Windsor,
Connecticut
|
$264K
|
+$7.41K
|
+32
|
+3%
|
|
|
1978
|
Balentine LLC
Atlanta,
Georgia
|
$264K
|
-$1.34M
|
-5,769
|
-84%
|
|
|
1979
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$263K
|
-$3.24K
|
-14
|
-1%
|
|
|
1980
|
Clifford Group
Wayland,
Massachusetts
|
$263K
|
–
|
–
|
–
|
|
|
1981
|
West Family Investments
Carlsbad,
California
|
$262K
|
-$463
|
-2
|
-0.2%
|
|
|
1982
|
Pathway Financial Advisers
Auburn,
Indiana
|
$262K
|
+$32.2K
|
+139
|
+14%
|
|
|
1983
|
Hudock Inc
Williamsport,
Pennsylvania
|
$262K
|
–
|
–
|
–
|
|
|
1984
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$261K
|
+$15.5K
|
+67
|
+6%
|
|
|
1985
|
Matthew Hamilton Rosenberg
|
$261K
|
–
|
–
|
–
|
|
|
1986
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$260K
|
–
|
–
|
–
|
|
|
1987
|
Novare Capital Management
Charlotte,
North Carolina
|
$260K
|
-$12.7K
|
-55
|
-5%
|
|
|
1988
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$258K
|
-$10.4K
|
-45
|
-4%
|
|
|
1989
|
Certuity
North Palm Beach,
Florida
|
$258K
|
-$207K
|
-893
|
-45%
|
|
|
1990
|
Capital Wealth Planning
Naples,
Florida
|
$257K
|
+$9.96K
|
+43
|
+4%
|
|
|
1991
|
Global Financial Private Client
Sarasota,
Florida
|
$257K
|
-$4.86K
|
-21
|
-2%
|
|
|
1992
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$257K
|
+$53.3K
|
+230
|
+26%
|
|
|
1993
|
Fenimore Asset Management
Cobleskill,
New York
|
$256K
|
–
|
–
|
–
|
|
|
1994
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$255K
|
+$5.56K
|
+24
|
+2%
|
|
|
1995
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$255K
|
-$1.85M
|
-8,000
|
-88%
|
|
|
1996
|
Reinhart Partners
Mequon,
Wisconsin
|
$255K
|
–
|
–
|
–
|
|
|
1997
|
Howard Financial Services
Dallas,
Texas
|
$255K
|
+$3.47K
|
+15
|
+1%
|
|
|
1998
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$255K
|
-$35.2K
|
-152
|
-12%
|
|
|
1999
|
Truvestments Capital
Sarasota,
Florida
|
$254K
|
+$232
|
+1
|
+0.1%
|
|
|
2000
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$253K
|
+$11.3K
|
+49
|
+5%
|
|
