|
1976
|
HUB Investment Partners
Austin,
Texas
|
$412K
|
-$404K
|
-9,855
|
-50%
|
|
|
1977
|
Bell Bank
Fargo,
North Dakota
|
$411K
|
-$26.6K
|
-650
|
-6%
|
|
|
1978
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$411K
|
+$1.11K
|
+27
|
+0.3%
|
|
|
1979
|
Journey Advisory Group
Covington,
Kentucky
|
$411K
|
+$42.1K
|
+1,027
|
+11%
|
|
|
1980
|
Monetary Management Group
St Louis,
Missouri
|
$410K
|
-$12.3K
|
-300
|
-3%
|
|
|
1981
|
Aprio Wealth Management
Atlanta,
Georgia
|
$410K
|
+$408K
|
+9,953
|
New
|
|
|
1982
|
|
$409K
|
-$228K
|
-5,550
|
-36%
|
|
|
1983
|
Fort Point Capital Partners
San Francisco,
California
|
$409K
|
+$17.1K
|
+418
|
+4%
|
|
|
1984
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$408K
|
-$39.4K
|
-960
|
-9%
|
|
|
1985
|
Hemington Wealth Management
Falls Church,
Virginia
|
$408K
|
+$42.4K
|
+1,034
|
+12%
|
|
|
1986
|
Nelson Capital Management
Menlo Park,
California
|
$407K
|
+$4.18K
|
+102
|
+1%
|
|
|
1987
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$407K
|
+$20.5K
|
+500
|
+5%
|
|
|
1988
|
Berkeley Capital Partners
Milton,
Georgia
|
$406K
|
-$55.2K
|
-1,346
|
-12%
|
|
|
1989
|
Continuum Advisory
Eagle,
Idaho
|
$406K
|
-$24K
|
-585
|
-6%
|
|
|
1990
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$406K
|
–
|
–
|
–
|
|
|
1991
|
Lokken Investment Group
Lewes,
Delaware
|
$406K
|
+$63.3K
|
+1,544
|
+19%
|
|
|
1992
|
CFM Wealth Partners
Austin,
Texas
|
$405K
|
–
|
–
|
–
|
|
|
1993
|
Ironwood Investment Management
Boston,
Massachusetts
|
$405K
|
–
|
–
|
–
|
|
|
1994
|
Van Strum & Towne
San Francisco,
California
|
$405K
|
–
|
–
|
–
|
|
|
1995
|
Brave Asset Management
Summit,
New Jersey
|
$402K
|
+$9.06K
|
+221
|
+2%
|
|
|
1996
|
Gilbert & Cook
West Des Moines,
Iowa
|
$401K
|
+$18.6K
|
+453
|
+5%
|
|
|
1997
|
Madison Wealth Partners
Madison,
Wisconsin
|
$401K
|
+$27.8K
|
+677
|
+7%
|
|
|
1998
|
Moseley Investment Management
Bradenton,
Florida
|
$401K
|
+$102K
|
+2,500
|
+35%
|
|
|
1999
|
TimeScale Financial
Danvers,
Massachusetts
|
$400K
|
+$656
|
+16
|
+0.2%
|
|
|
2000
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$400K
|
+$10.6K
|
+259
|
+3%
|
|
