|
1976
|
Center for Financial Planning
Southfied,
Michigan
|
$60.5K
|
–
|
–
|
–
|
|
|
1977
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$59.6K
|
+$60.5K
|
+854
|
New
|
|
|
1978
|
Covestor
London,
United Kingdom
|
$58K
|
-$3.47K
|
-49
|
-6%
|
|
|
1979
|
Impact Partnership Wealth
Marietta,
Georgia
|
$57.8K
|
+$8.86K
|
+125
|
+18%
|
|
|
1980
|
Bellevue Asset Management
Bellevue,
Washington
|
$56.1K
|
+$71
|
+1
|
+0.1%
|
|
|
1981
|
Altshuler Shaham
Tel Aviv,
Israel
|
$53.6K
|
-$34.7K
|
-490
|
-39%
|
|
|
1982
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$52.9K
|
+$32.5K
|
+459
|
+154%
|
|
|
1983
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$50.7K
|
-$73.1K
|
-1,031
|
-59%
|
|
|
1984
|
Baker Avenue Asset Management
San Francisco,
California
|
$50.4K
|
+$9.35K
|
+132
|
+22%
|
|
|
1985
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$49.1K
|
+$142
|
+2
|
+0.3%
|
|
|
1986
|
Park Circle Company
Baltimore,
Maryland
|
$48.9K
|
–
|
–
|
–
|
|
|
1987
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$48K
|
-$6.87K
|
-97
|
-12%
|
|
|
1988
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$48K
|
–
|
–
|
–
|
|
|
1989
|
Aspire Private Capital
Cornelius,
North Carolina
|
$47.2K
|
-$1.91K
|
-27
|
-4%
|
|
|
1990
|
Larson Financial Group
St Louis,
Missouri
|
$46.2K
|
-$82.3K
|
-1,162
|
-64%
|
|
|
1991
|
Versant Capital Management
Phoenix,
Arizona
|
$46K
|
-$142
|
-2
|
-0.3%
|
|
|
1992
|
Bray Capital Advisors
Naples,
Florida
|
$45.4K
|
+$8.15K
|
+115
|
+21%
|
|
|
1993
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$44.1K
|
–
|
–
|
–
|
|
|
1994
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$43.9K
|
+$1.7K
|
+24
|
+4%
|
|
|
1995
|
Paladin Advisory Group
Clive,
Iowa
|
$42.9K
|
-$21.9K
|
-309
|
-33%
|
|
|
1996
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$41.9K
|
–
|
–
|
–
|
|
|
1997
|
EARNEST Partners
Atlanta,
Georgia
|
$41.7K
|
–
|
–
|
–
|
|
|
1998
|
LGT Financial Advisors
Dallas,
Texas
|
$40.5K
|
+$41.1K
|
+580
|
New
|
|
|
1999
|
Zions Bancorporation
Salt Lake City,
Utah
|
$39.9K
|
-$709
|
-10
|
-2%
|
|
|
2000
|
Maj Invest Holding A/S
Copenhagen K,
Denmark
|
$38K
|
–
|
–
|
–
|
|
