|
1976
|
|
$236K
|
+$5.66K
|
+94
|
+2%
|
|
|
1977
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$236K
|
-$8.31K
|
-138
|
-3%
|
|
|
1978
|
Strategic Financial Services
Utica,
New York
|
$235K
|
-$149K
|
-2,479
|
-39%
|
|
|
1979
|
Old Mission Capital
Chicago,
Illinois
|
$234K
|
+$233K
|
+3,874
|
New
|
|
|
1980
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$233K
|
-$36.1K
|
-600
|
-13%
|
|
|
1981
|
Rice Hall James & Associates
San Diego,
California
|
$233K
|
-$20.3K
|
-338
|
-8%
|
|
|
1982
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$232K
|
–
|
–
|
–
|
|
|
1983
|
DF Dent & Co
Baltimore,
Maryland
|
$232K
|
–
|
–
|
–
|
|
|
1984
|
Weld Capital Management
New York
|
$231K
|
-$2.65M
|
-44,056
|
-92%
|
|
|
1985
|
Rice Partnership
Honolulu,
Hawaii
|
$231K
|
-$234K
|
-3,887
|
-50%
|
|
|
1986
|
Inscription Capital
Houston,
Texas
|
$231K
|
+$230K
|
+3,825
|
New
|
|
|
1987
|
GM Advisory Group
Melville,
New York
|
$230K
|
-$132K
|
-2,200
|
-37%
|
|
|
1988
|
Telemetry Investments
New York
|
$229K
|
+$229K
|
+3,800
|
New
|
|
|
1989
|
HBW Advisory Services
Simi Valley,
California
|
$228K
|
+$228K
|
+3,783
|
New
|
|
|
1990
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$227K
|
-$1.82M
|
-30,319
|
-89%
|
|
|
1991
|
Parcion Private Wealth
Bellevue,
Washington
|
$227K
|
-$78.2K
|
-1,300
|
-25%
|
|
|
1992
|
MONECO Advisors
Fairfield,
Connecticut
|
$227K
|
+$227K
|
+3,767
|
New
|
|
|
1993
|
Westwood Holdings Group
Dallas,
Texas
|
$227K
|
+$227K
|
+3,768
|
New
|
|
|
1994
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$226K
|
+$13.3K
|
+221
|
+6%
|
|
|
1995
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$225K
|
-$155K
|
-2,580
|
-41%
|
|
|
1996
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$225K
|
-$29.7K
|
-494
|
-12%
|
|
|
1997
|
Flossbach Von Storch
Cologne,
Germany
|
$224K
|
-$98.7K
|
-1,640
|
-31%
|
|
|
1998
|
New Potomac Partners
Bethesda,
Maryland
|
$224K
|
–
|
–
|
–
|
|
|
1999
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$220K
|
–
|
–
|
–
|
|
|
2000
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$219K
|
–
|
–
|
–
|
|
