|
1976
|
Beam Wealth Advisors
Covington,
Louisiana
|
$655K
|
+$31.7K
|
+149
|
+4%
|
|
|
1977
|
Ballast Inc
Lexington,
Kentucky
|
$654K
|
+$7.44K
|
+35
|
+1%
|
|
|
1978
|
AllSquare Wealth Management
Albany,
New York
|
$651K
|
-$51.6K
|
-243
|
-6%
|
|
|
1979
|
Pacific Center for Financial Services
San Ramon,
California
|
$651K
|
-$45.5K
|
-214
|
-6%
|
|
|
1980
|
John G. Ullman & Associates
Corning,
New York
|
$651K
|
-$19.1K
|
-90
|
-2%
|
|
|
1981
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$651K
|
–
|
–
|
–
|
|
|
1982
|
Cornerstone Capital
Palo Alto,
California
|
$650K
|
–
|
–
|
–
|
|
|
1983
|
Aristotle Capital Management
Los Angeles,
California
|
$649K
|
–
|
–
|
–
|
|
|
1984
|
|
$649K
|
+$138K
|
+650
|
+22%
|
|
|
1985
|
Clare Market Investments
Dallas,
Texas
|
$647K
|
-$415K
|
-1,951
|
-36%
|
|
|
1986
|
Baker Avenue Asset Management
San Francisco,
California
|
$646K
|
-$41K
|
-193
|
-5%
|
|
|
1987
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$645K
|
-$113K
|
-532
|
-13%
|
|
|
1988
|
Strid Group
Newtown Square,
Pennsylvania
|
$645K
|
–
|
–
|
–
|
|
|
1989
|
Great Diamond Partners
Portland,
Maine
|
$645K
|
+$76.5K
|
+360
|
+11%
|
|
|
1990
|
Wealthstar Advisors
Plano,
Texas
|
$642K
|
+$748K
|
+3,519
|
New
|
|
|
1991
|
Ellington Management Group
Old Greenwich,
Connecticut
|
$640K
|
+$276K
|
+1,300
|
+59%
|
|
|
1992
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$638K
|
-$17.9K
|
-84
|
-2%
|
|
|
1993
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$637K
|
–
|
–
|
–
|
|
|
1994
|
Sunesis Advisors
Overland Park,
Kansas
|
$637K
|
+$5.31K
|
+25
|
+0.7%
|
|
|
1995
|
First National Corp
Rockland,
Massachusetts
|
$635K
|
+$47.4K
|
+223
|
+2%
|
|
|
1996
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$634K
|
-$55.7K
|
-262
|
-7%
|
|
|
1997
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$634K
|
+$161K
|
+759
|
+27%
|
|
|
1998
|
Cedar Capital
Barrington,
Illinois
|
$631K
|
-$121K
|
-568
|
-14%
|
|
|
1999
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$627K
|
-$7.65K
|
-36
|
-1%
|
|
|
2000
|
Bigelow Investment Advisors
Portland,
Maine
|
$627K
|
+$29.5K
|
+139
|
+4%
|
|
