|
1976
|
Keel Point
Huntsville,
Alabama
|
$235K
|
+$220K
|
+4,327
|
New
|
|
|
1977
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$234K
|
-$38.2K
|
-750
|
-15%
|
|
|
1978
|
Hourglass Capital
Houston,
Texas
|
$234K
|
+$4.79K
|
+94
|
+2%
|
|
|
1979
|
KEB Asset Management
Springfield,
Illinois
|
$233K
|
–
|
–
|
–
|
|
|
1980
|
CFO4Life Group
Coppell,
Texas
|
$233K
|
+$219K
|
+4,300
|
New
|
|
|
1981
|
SignalPoint Asset Management
Springfield,
Missouri
|
$233K
|
+$3.11K
|
+61
|
+1%
|
|
|
1982
|
Apriem Advisors
Irvine,
California
|
$233K
|
-$68.5K
|
-1,345
|
-24%
|
|
|
1983
|
CAP Partners LLC
Franklin,
Tennessee
|
$233K
|
-$357
|
-7
|
-0.2%
|
|
|
1984
|
M. Kraus & Co
Shelburne,
Vermont
|
$232K
|
-$12.2K
|
-240
|
-5%
|
|
|
1985
|
Tiemann Investment Advisors
Menlo Park,
California
|
$232K
|
-$2.55K
|
-50
|
-1%
|
|
|
1986
|
Insight Advisors
Newtown,
Pennsylvania
|
$232K
|
-$2.44K
|
-48
|
-1%
|
|
|
1987
|
Atomi Financial Group
New York
|
$231K
|
+$217K
|
+4,264
|
New
|
|
|
1988
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$231K
|
+$14.6K
|
+286
|
+7%
|
|
|
1989
|
Perennial Investment Advisors
Los Angeles,
California
|
$231K
|
-$51.8K
|
-1,016
|
-19%
|
|
|
1990
|
Hutchinson Capital Management
San Rafael,
California
|
$231K
|
-$1.32K
|
-26
|
-0.6%
|
|
|
1991
|
Eagle Strategies
New York
|
$230K
|
+$216K
|
+4,237
|
New
|
|
|
1992
|
Liberty Wealth Management
Oakland,
California
|
$229K
|
+$215K
|
+4,217
|
New
|
|
|
1993
|
CMG Global Holdings
Plano,
Texas
|
$229K
|
-$14.5K
|
-285
|
-6%
|
|
|
1994
|
Fort LP
Chevy Chase,
Maryland
|
$228K
|
-$6.47K
|
-127
|
-3%
|
|
|
1995
|
WestHill Financial Advisors
San Rafael,
California
|
$228K
|
+$2.96K
|
+58
|
+1%
|
|
|
1996
|
Dechtman Wealth Management
Centennial,
Colorado
|
$228K
|
+$2.09K
|
+41
|
+1%
|
|
|
1997
|
Diversified
Wilmington,
Delaware
|
$228K
|
+$214K
|
+4,197
|
New
|
|
|
1998
|
Clean Yield Group
Norwich,
Vermont
|
$227K
|
–
|
–
|
–
|
|
|
1999
|
Wimmer Associates 1
Pasadena,
California
|
$227K
|
+$4.58K
|
+90
|
+2%
|
|
|
2000
|
Exeter Financial
Scottsdale,
Arizona
|
$226K
|
-$38.6K
|
-758
|
-15%
|
|
