|
1976
|
Tortoise Investment Management
White Plains,
New York
|
$167K
|
+$41.6K
|
+584
|
+32%
|
|
|
1977
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$166K
|
-$83.8K
|
-1,178
|
-33%
|
|
|
1978
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$166K
|
+$13.2K
|
+185
|
+8%
|
|
|
1979
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$165K
|
+$170K
|
+2,389
|
New
|
|
|
1980
|
Tradition Wealth Management
Edina,
Minnesota
|
$165K
|
+$12.6K
|
+177
|
+8%
|
|
|
1981
|
Blue Trust Inc
Alpharetta,
Georgia
|
$163K
|
-$346K
|
-4,857
|
-69%
|
|
|
1982
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$163K
|
-$27.7K
|
-389
|
-14%
|
|
|
1983
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$162K
|
-$14.2K
|
-200
|
-8%
|
|
|
1984
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$159K
|
-$47.6K
|
-669
|
-22%
|
|
|
1985
|
MCF Advisors
Covington,
Kentucky
|
$158K
|
–
|
–
|
–
|
|
|
1986
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$149K
|
–
|
–
|
–
|
|
|
1987
|
Manchester Capital Management
Manchester,
Vermont
|
$149K
|
-$296K
|
-4,166
|
-66%
|
|
|
1988
|
Clean Yield Group
Norwich,
Vermont
|
$148K
|
-$7.12K
|
-100
|
-4%
|
|
|
1989
|
Granite FO LLC
Bedford,
New Hampshire
|
$147K
|
-$107K
|
-1,500
|
-41%
|
|
|
1990
|
Y.D. More Investments
Ramat Gan,
Israel
|
$144K
|
–
|
–
|
–
|
|
|
1991
|
Nemes Rush Group
Novi,
Michigan
|
$138K
|
+$142K
|
+1,999
|
New
|
|
|
1992
|
Summit Securities Group
New York
|
$137K
|
-$59.9K
|
-842
|
-30%
|
|
|
1993
|
Centennial Bank
Conway,
Arkansas
|
$136K
|
-$28.5K
|
-400
|
-17%
|
|
|
1994
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$134K
|
-$12K
|
-169
|
-8%
|
|
|
1995
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$133K
|
–
|
–
|
–
|
|
|
1996
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$132K
|
-$113K
|
-1,583
|
-45%
|
|
|
1997
|
West Paces Advisors
Atlanta,
Georgia
|
$132K
|
-$49.7K
|
-698
|
-27%
|
|
|
1998
|
SOA Wealth Advisors
New York
|
$130K
|
+$640
|
+9
|
+0.5%
|
|
|
1999
|
Focused Wealth Management
Newburgh,
New York
|
$128K
|
-$5.91K
|
-83
|
-4%
|
|
|
2000
|
Larson Financial Group
St Louis,
Missouri
|
$126K
|
+$16.5K
|
+232
|
+15%
|
|
