|
1976
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$240K
|
–
|
–
|
–
|
|
|
1977
|
United Advisor Group
Cincinnati,
Ohio
|
$240K
|
-$3.29K
|
-31
|
-1%
|
|
|
1978
|
GFG Capital
Miami,
Florida
|
$240K
|
-$2.87K
|
-27
|
-1%
|
|
|
1979
|
Schubert & Co
Mckinney,
Texas
|
$240K
|
+$4.46K
|
+42
|
+2%
|
|
|
1980
|
Peak Planning Group
Centennial,
Colorado
|
$240K
|
+$2.34K
|
+22
|
+0.9%
|
|
|
1981
|
Evanson Asset Management
Carmel,
California
|
$239K
|
+$256K
|
+2,413
|
New
|
|
|
1982
|
Sunflower Bank
Dallas,
Texas
|
$239K
|
+$42.5K
|
+400
|
+20%
|
|
|
1983
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$239K
|
+$255K
|
+2,405
|
New
|
|
|
1984
|
LCM Capital Management
Chicago,
Illinois
|
$238K
|
+$23.9K
|
+225
|
+10%
|
|
|
1985
|
Aufman Associates
Sewickley,
Pennsylvania
|
$238K
|
-$32.5K
|
-306
|
-11%
|
|
|
1986
|
Hedges Asset Management
Reno,
Nevada
|
$238K
|
–
|
–
|
–
|
|
|
1987
|
Payden & Rygel
Los Angeles,
California
|
$238K
|
–
|
–
|
–
|
|
|
1988
|
BSW Wealth Partners
Boulder,
Colorado
|
$238K
|
+$255K
|
+2,400
|
New
|
|
|
1989
|
Schulhoff & Co
Cincinnati,
Ohio
|
$238K
|
–
|
–
|
–
|
|
|
1990
|
Spinnaker Trust
Portland,
Maine
|
$237K
|
+$12.6K
|
+119
|
+5%
|
|
|
1991
|
Fidelity International
Hamilton,
Bermuda
|
$237K
|
+$7.22K
|
+68
|
+3%
|
|
|
1992
|
RMR Wealth Builders
Montclair,
New Jersey
|
$237K
|
-$29.6K
|
-279
|
-10%
|
|
|
1993
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$236K
|
–
|
–
|
–
|
|
|
1994
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$236K
|
+$253K
|
+2,381
|
New
|
|
|
1995
|
Strategic Wealth Partners
Independence,
Ohio
|
$236K
|
-$267K
|
-2,514
|
-51%
|
|
|
1996
|
Crew Capital Management
Cincinnati,
Ohio
|
$236K
|
+$252K
|
+2,377
|
New
|
|
|
1997
|
RBA Wealth Management
Newport Beach,
California
|
$235K
|
-$3.19K
|
-30
|
-1%
|
|
|
1998
|
Triumph Capital Management
Denver,
Colorado
|
$234K
|
+$15.8K
|
+149
|
+7%
|
|
|
1999
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$234K
|
+$9.45K
|
+89
|
+4%
|
|
|
2000
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$234K
|
+$250K
|
+2,355
|
New
|
|
