|
1976
|
Summit Financial Strategies
Columbus,
Ohio
|
$572K
|
-$22.6K
|
-497
|
-4%
|
|
|
1977
|
Pacific Sun Financial
Los Angeles,
California
|
$572K
|
–
|
–
|
–
|
|
|
1978
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$572K
|
–
|
–
|
–
|
|
|
1979
|
Bosun Asset Management
Chicago,
Illinois
|
$572K
|
+$585K
|
+12,846
|
New
|
|
|
1980
|
Finer Wealth Management
Salem,
Massachusetts
|
$572K
|
+$585K
|
+12,852
|
New
|
|
|
1981
|
Asahi Life Asset Management
Tokyo,
Japan
|
$571K
|
-$2.42M
|
-53,183
|
-81%
|
|
|
1982
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$569K
|
-$284K
|
-6,226
|
-33%
|
|
|
1983
|
Farmers Trust Company
Youngstown,
Ohio
|
$568K
|
+$18.7K
|
+410
|
+3%
|
|
|
1984
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$566K
|
+$559K
|
+12,273
|
New
|
|
|
1985
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$566K
|
+$579K
|
+12,714
|
New
|
|
|
1986
|
Financial Advisors
Andover,
Massachusetts
|
$564K
|
+$13.7K
|
+300
|
+2%
|
|
|
1987
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$564K
|
+$180K
|
+3,948
|
+45%
|
|
|
1988
|
Titus Wealth Management
Larskpur,
California
|
$563K
|
-$89.1K
|
-1,955
|
-13%
|
|
|
1989
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$558K
|
-$103K
|
-2,250
|
-15%
|
|
|
1990
|
Seelaus Asset Management
Chatham,
New Jersey
|
$557K
|
–
|
–
|
–
|
|
|
1991
|
|
$556K
|
-$28.4K
|
-623
|
-5%
|
|
|
1992
|
Brasada Capital Management
Houston,
Texas
|
$556K
|
–
|
–
|
–
|
|
|
1993
|
Lantz Financial
Naperville,
Illinois
|
$556K
|
–
|
–
|
–
|
|
|
1994
|
Veritas Investment Management (UK)
London,
United Kingdom
|
$556K
|
–
|
–
|
–
|
|
|
1995
|
Gemmer Asset Management
Walnut Creek,
California
|
$556K
|
+$319
|
+7
|
+0.1%
|
|
|
1996
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$555K
|
–
|
–
|
–
|
|
|
1997
|
Penserra Capital Management
Orinda,
California
|
$555K
|
+$28.8K
|
+632
|
+6%
|
|
|
1998
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$555K
|
+$50.9K
|
+1,117
|
+10%
|
|
|
1999
|
|
$552K
|
-$275K
|
-6,045
|
-33%
|
|
|
2000
|
Triton Wealth Management
Sun City,
Arizona
|
$552K
|
-$2.28K
|
-50
|
-0.4%
|
|
