|
1976
|
Sachetta
Lynnfield,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
1977
|
Paragon Advisors
College Station,
Texas
|
$220K
|
+$207K
|
+904
|
New
|
|
|
1978
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$219K
|
+$206K
|
+900
|
New
|
|
|
1979
|
Harbor Capital Advisors
Chicago,
Illinois
|
$219K
|
+$207K
|
+902
|
New
|
|
|
1980
|
Empire Financial Management Company
New York
|
$219K
|
+$206K
|
+899
|
New
|
|
|
1981
|
Peninsula Wealth
San Francisco,
California
|
$218K
|
+$202K
|
+884
|
New
|
|
|
1982
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$218K
|
+$206K
|
+898
|
New
|
|
|
1983
|
Prosperitas Financial
Valencia,
California
|
$218K
|
+$205K
|
+897
|
New
|
|
|
1984
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$218K
|
+$205K
|
+897
|
New
|
|
|
1985
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$218K
|
-$105K
|
-458
|
-34%
|
|
|
1986
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$218K
|
+$205K
|
+895
|
New
|
|
|
1987
|
Rollins Financial Advisors
New York City,
New York
|
$218K
|
+$205K
|
+895
|
New
|
|
|
1988
|
TCP Asset Management
Columbus,
Ohio
|
$217K
|
-$76.7K
|
-335
|
-27%
|
|
|
1989
|
Ballew Advisors
Jackson,
Mississippi
|
$217K
|
-$641K
|
-2,800
|
-76%
|
|
|
1990
|
Pinion Investment Advisors
Wichita,
Kansas
|
$217K
|
+$204K
|
+892
|
New
|
|
|
1991
|
Credit Agricole
Montrouge Cedex,
France
|
$217K
|
+$204K
|
+891
|
New
|
|
|
1992
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$217K
|
+$204K
|
+891
|
New
|
|
|
1993
|
SJS Investment Consulting
Sylvania,
Ohio
|
$216K
|
+$11.9K
|
+52
|
+6%
|
|
|
1994
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$216K
|
+$204K
|
+890
|
New
|
|
|
1995
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$216K
|
+$204K
|
+890
|
New
|
|
|
1996
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$216K
|
+$203K
|
+888
|
New
|
|
|
1997
|
KKM Financial
Chicago,
Illinois
|
$215K
|
+$202K
|
+884
|
New
|
|
|
1998
|
Stratos Investment Management
Beachwood,
Ohio
|
$215K
|
-$160K
|
-700
|
-44%
|
|
|
1999
|
Vestor Capital
Chicago,
Illinois
|
$213K
|
–
|
–
|
–
|
|
|
2000
|
Clean Yield Group
Norwich,
Vermont
|
$213K
|
–
|
–
|
–
|
|
