|
1976
|
Sterling Investment Counsel
Buffalo,
New York
|
$298K
|
-$19.6K
|
-203
|
-6%
|
|
|
1977
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$297K
|
+$1.74K
|
+18
|
+0.6%
|
|
|
1978
|
WrapManager Inc
Mill Valley,
California
|
$297K
|
+$307K
|
+3,186
|
New
|
|
|
1979
|
Cowen and Company
New York
|
$296K
|
-$514K
|
-5,331
|
-63%
|
|
|
1980
|
Procyon Advisors
Shelton,
Connecticut
|
$296K
|
+$67.1K
|
+695
|
+28%
|
|
|
1981
|
FAS Wealth Partners
Leawood,
Kansas
|
$295K
|
-$66.4K
|
-688
|
-18%
|
|
|
1982
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$295K
|
-$50.9K
|
-527
|
-14%
|
|
|
1983
|
Clean Yield Group
Norwich,
Vermont
|
$294K
|
+$8.68K
|
+90
|
+3%
|
|
|
1984
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$293K
|
-$62.4K
|
-647
|
-17%
|
|
|
1985
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$292K
|
+$15.7K
|
+163
|
+5%
|
|
|
1986
|
CNB Bank
Clearfield,
Pennsylvania
|
$292K
|
-$15.1K
|
-156
|
-5%
|
|
|
1987
|
Compass Financial Advisors
Fort Wayne,
Indiana
|
$290K
|
+$16.9K
|
+175
|
+6%
|
|
|
1988
|
Phocas Financial Corp
Alameda,
California
|
$289K
|
–
|
–
|
–
|
|
|
1989
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$288K
|
-$137K
|
-1,421
|
-32%
|
|
|
1990
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$287K
|
-$2.12K
|
-22
|
-0.7%
|
|
|
1991
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$287K
|
-$28.6K
|
-296
|
-9%
|
|
|
1992
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$287K
|
+$96
|
+1
|
+0%
|
|
|
1993
|
L.J. Altfest & Co
New York
|
$287K
|
-$119K
|
-1,235
|
-29%
|
|
|
1994
|
Stone Summit Wealth
Miami,
Florida
|
$287K
|
–
|
–
|
–
|
|
|
1995
|
Robbins Farley
Bedford,
New Hampshire
|
$287K
|
–
|
–
|
–
|
|
|
1996
|
Quilter Plc
London,
United Kingdom
|
$286K
|
–
|
–
|
–
|
|
|
1997
|
Pacific Sage Partners
Edmonds,
Washington
|
$286K
|
+$296K
|
+3,070
|
New
|
|
|
1998
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$286K
|
+$32.3K
|
+335
|
+10%
|
|
|
1999
|
First Bancorp
Damariscotta,
Maine
|
$285K
|
-$20.3K
|
-210
|
-6%
|
|
|
2000
|
Rathbones Group
Liverpool,
United Kingdom
|
$284K
|
–
|
–
|
–
|
|
