|
1976
|
Truvestments Capital
Sarasota,
Florida
|
$227K
|
+$26.3K
|
+439
|
+13%
|
|
|
1977
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$226K
|
–
|
–
|
–
|
|
|
1978
|
INVST
Indianapolis,
Indiana
|
$226K
|
+$228K
|
+3,811
|
New
|
|
|
1979
|
DF Dent & Co
Baltimore,
Maryland
|
$226K
|
+$230K
|
+3,851
|
New
|
|
|
1980
|
|
$225K
|
+$228K
|
+3,815
|
New
|
|
|
1981
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$225K
|
+$229K
|
+3,823
|
New
|
|
|
1982
|
Cedar Wealth Management
Walnut Creek,
California
|
$223K
|
–
|
–
|
–
|
|
|
1983
|
Peterson Wealth Management
Sparks,
Nevada
|
$223K
|
+$227K
|
+3,796
|
New
|
|
|
1984
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$221K
|
–
|
–
|
–
|
|
|
1985
|
New Potomac Partners
Bethesda,
Maryland
|
$219K
|
-$12K
|
-200
|
-5%
|
|
|
1986
|
Cheviot Value Management
Beverly Hills,
California
|
$217K
|
–
|
–
|
–
|
|
|
1987
|
BOK Financial Private Wealth
Denver,
Colorado
|
$217K
|
+$221K
|
+3,694
|
New
|
|
|
1988
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$216K
|
-$142K
|
-2,372
|
-39%
|
|
|
1989
|
Merriman Wealth Management
Seattle,
Washington
|
$216K
|
-$54.7K
|
-914
|
-20%
|
|
|
1990
|
Financial Consulate
Hunt Valley,
Maryland
|
$215K
|
-$7.48K
|
-125
|
-3%
|
|
|
1991
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$215K
|
–
|
–
|
–
|
|
|
1992
|
HYA Advisors
Springfield,
Missouri
|
$215K
|
+$718
|
+12
|
+0.3%
|
|
|
1993
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$213K
|
–
|
–
|
–
|
|
|
1994
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$213K
|
–
|
–
|
–
|
|
|
1995
|
Ford Financial Group
Fresno,
California
|
$213K
|
+$1.91K
|
+32
|
+0.9%
|
|
|
1996
|
Stewart & Patten Company
Lafayette,
California
|
$211K
|
-$35.9K
|
-600
|
-14%
|
|
|
1997
|
Berry Group
Worcester,
Massachusetts
|
$211K
|
–
|
–
|
–
|
|
|
1998
|
LifePlan Financial Group
Dayton,
Ohio
|
$211K
|
–
|
–
|
–
|
|
|
1999
|
Garde Capital
Seattle,
Washington
|
$211K
|
+$214K
|
+3,581
|
New
|
|
|
2000
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$211K
|
+$214K
|
+3,586
|
New
|
|
