|
1976
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$102K
|
-$10.3K
|
-50
|
-9%
|
|
|
1977
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$101K
|
-$61.6K
|
-300
|
-36%
|
|
|
1978
|
GW&K Investment Management
Boston,
Massachusetts
|
$101K
|
-$411
|
-2
|
-0.4%
|
|
|
1979
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$99.7K
|
-$1.97M
|
-9,578
|
-95%
|
|
|
1980
|
Central Bank & Trust
Lexington,
Kentucky
|
$99.6K
|
-$28.6K
|
-139
|
-21%
|
|
|
1981
|
Bangor Savings Bank
Bangor,
Maine
|
$99K
|
+$205
|
+1
|
+0.2%
|
|
|
1982
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$97.7K
|
+$28.4K
|
+138
|
+38%
|
|
|
1983
|
Paladin Advisory Group
Clive,
Iowa
|
$97.2K
|
-$53.4K
|
-260
|
-34%
|
|
|
1984
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$97.1K
|
-$56.7K
|
-276
|
-35%
|
|
|
1985
|
Financial Management Professionals
Austin,
Texas
|
$97K
|
-$35.8K
|
-174
|
-26%
|
|
|
1986
|
Hoey Investments
Coatesville,
Pennsylvania
|
$96.5K
|
-$652K
|
-3,175
|
-86%
|
|
|
1987
|
Creative Financial Designs
Kokomo,
Indiana
|
$96.5K
|
-$52.6K
|
-256
|
-34%
|
|
|
1988
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$96.3K
|
–
|
–
|
–
|
|
|
1989
|
Paradigm Asset Management
New York
|
$92.6K
|
–
|
–
|
–
|
|
|
1990
|
Pacific Center for Financial Services
San Ramon,
California
|
$91.5K
|
+$2.06K
|
+10
|
+2%
|
|
|
1991
|
Janiczek Wealth Management
Denver,
Colorado
|
$90.1K
|
-$32.3K
|
-157
|
-25%
|
|
|
1992
|
Financial Perspectives
Minneapolis,
Minnesota
|
$89.5K
|
+$59.2K
|
+288
|
+164%
|
|
|
1993
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$89.2K
|
–
|
–
|
–
|
|
|
1994
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$87.4K
|
-$55.3K
|
-269
|
-37%
|
|
|
1995
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$86.9K
|
–
|
–
|
–
|
|
|
1996
|
Zions Bancorporation
Salt Lake City,
Utah
|
$86.3K
|
-$44K
|
-214
|
-32%
|
|
|
1997
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$85K
|
-$6.78K
|
-33
|
-7%
|
|
|
1998
|
Versant Capital Management
Phoenix,
Arizona
|
$84.2K
|
+$3.29K
|
+16
|
+4%
|
|
|
1999
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$83.9K
|
+$7.19K
|
+35
|
+9%
|
|
|
2000
|
GoalVest Advisory
New York
|
$83.8K
|
+$42.9K
|
+209
|
+93%
|
|
