|
1976
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$234K
|
+$240K
|
+4,570
|
New
|
|
|
1977
|
Waycross Partners
Louisville,
Kentucky
|
$234K
|
–
|
–
|
–
|
|
|
1978
|
Financial Advisors Network
Tustin,
California
|
$234K
|
+$13.3K
|
+254
|
+6%
|
|
|
1979
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$233K
|
+$239K
|
+4,550
|
New
|
|
|
1980
|
Covestor
London,
United Kingdom
|
$233K
|
+$4.09K
|
+78
|
+2%
|
|
|
1981
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$233K
|
+$70K
|
+1,334
|
+42%
|
|
|
1982
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$233K
|
+$28.1K
|
+535
|
+13%
|
|
|
1983
|
Gradient Capital Advisors
San Diego,
California
|
$233K
|
+$9.92K
|
+189
|
+4%
|
|
|
1984
|
Monterey Private Wealth
Monterey,
California
|
$232K
|
-$5.83K
|
-111
|
-2%
|
|
|
1985
|
Atlas Private Wealth Management
Albany,
New York
|
$232K
|
–
|
–
|
–
|
|
|
1986
|
Wynn Capital
Augusta,
Georgia
|
$232K
|
+$238K
|
+4,525
|
New
|
|
|
1987
|
Aviso Wealth Management
Bellevue,
Washington
|
$232K
|
+$237K
|
+4,523
|
New
|
|
|
1988
|
M. Kraus & Co
Shelburne,
Vermont
|
$232K
|
-$29.3K
|
-559
|
-11%
|
|
|
1989
|
Delta Investment Management
San Francisco,
California
|
$232K
|
-$10.6K
|
-202
|
-4%
|
|
|
1990
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$231K
|
–
|
–
|
–
|
|
|
1991
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$231K
|
–
|
–
|
–
|
|
|
1992
|
|
$231K
|
-$49.1K
|
-936
|
-17%
|
|
|
1993
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$231K
|
+$42K
|
+800
|
+22%
|
|
|
1994
|
Hyperion Partners
Berwyn,
Pennsylvania
|
$231K
|
-$208K
|
-3,964
|
-47%
|
|
|
1995
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$230K
|
-$14.3K
|
-273
|
-6%
|
|
|
1996
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$229K
|
+$200K
|
+3,808
|
+578%
|
|
|
1997
|
Wedge Capital Management
Charlotte,
North Carolina
|
$229K
|
+$157
|
+3
|
+0.1%
|
|
|
1998
|
INVST
Indianapolis,
Indiana
|
$229K
|
-$20.1K
|
-383
|
-8%
|
|
|
1999
|
|
$228K
|
-$14.3K
|
-272
|
-6%
|
|
|
2000
|
Weaver Consulting Group
Huntington Beach,
California
|
$227K
|
-$7.77K
|
-148
|
-3%
|
|
