|
1976
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$588K
|
-$72.1K
|
-1,535
|
-12%
|
|
|
1977
|
Reliant Investment Management
Memphis,
Tennessee
|
$586K
|
-$9.39K
|
-200
|
-2%
|
|
|
1978
|
SSI Investment Management
Los Angeles,
California
|
$586K
|
-$235
|
-5
|
-0%
|
|
|
1979
|
PDS Planning
Dublin,
Ohio
|
$584K
|
+$58.8K
|
+1,253
|
+12%
|
|
|
1980
|
Seelaus Asset Management
Chatham,
New Jersey
|
$583K
|
-$12.9K
|
-275
|
-2%
|
|
|
1981
|
Accredited Investors
Edina,
Minnesota
|
$580K
|
-$91.1K
|
-1,940
|
-15%
|
|
|
1982
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$580K
|
+$38.4K
|
+817
|
+8%
|
|
|
1983
|
Affinity Capital Advisors
Berkeley,
California
|
$577K
|
-$4.18K
|
-89
|
-0.8%
|
|
|
1984
|
Ferris Capital
Marlborough,
Massachusetts
|
$576K
|
+$7.56K
|
+161
|
+1%
|
|
|
1985
|
First Mercantile Trust
Cordova,
Tennessee
|
$574K
|
-$48K
|
-1,023
|
-8%
|
|
|
1986
|
CVA Family Office
Denver,
Colorado
|
$574K
|
+$226K
|
+4,815
|
+77%
|
|
|
1987
|
|
$573K
|
+$193K
|
+4,120
|
+59%
|
|
|
1988
|
Verition Fund Management
Greenwich,
Connecticut
|
$573K
|
+$520K
|
+11,072
|
New
|
|
|
1989
|
Modera Wealth Management
Westwood,
New Jersey
|
$572K
|
-$57.5K
|
-1,224
|
-10%
|
|
|
1990
|
Univest Financial
Souderton,
Pennsylvania
|
$572K
|
-$22.7K
|
-483
|
-4%
|
|
|
1991
|
Clarus Group
Houston,
Texas
|
$572K
|
+$46.9K
|
+1,000
|
+10%
|
|
|
1992
|
Jones Financial Companies
Des Peres,
Missouri
|
$572K
|
+$207K
|
+4,410
|
+66%
|
|
|
1993
|
Profit Investment Management
North Bethesda,
Maryland
|
$571K
|
–
|
–
|
–
|
|
|
1994
|
Nadler Financial Group
Deerfield,
Illinois
|
$570K
|
+$13.9K
|
+296
|
+3%
|
|
|
1995
|
Cardan Capital Partners
Denver,
Colorado
|
$569K
|
-$112K
|
-2,396
|
-18%
|
|
|
1996
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$568K
|
-$66.7K
|
-1,420
|
-11%
|
|
|
1997
|
KB Financial Partners
Princeton,
New Jersey
|
$568K
|
+$516K
|
+10,988
|
New
|
|
|
1998
|
Central Bank & Trust
Lexington,
Kentucky
|
$566K
|
-$25.7K
|
-548
|
-5%
|
|
|
1999
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$566K
|
-$892
|
-19
|
-0.2%
|
|
|
2000
|
Detalus Advisors
St. Louis,
Missouri
|
$565K
|
-$211K
|
-4,500
|
-29%
|
|
