|
1976
|
City Holding Co
Charleston,
West Virginia
|
$714K
|
–
|
–
|
–
|
|
|
1977
|
Crestone Asset Management
Boulder,
Colorado
|
$714K
|
+$4.05K
|
+60
|
+0.6%
|
|
|
1978
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$714K
|
+$13.5K
|
+200
|
+2%
|
|
|
1979
|
Rice Partnership
Honolulu,
Hawaii
|
$712K
|
-$175K
|
-2,600
|
-21%
|
|
|
1980
|
Liberty One Investment Management
Libertyville,
Illinois
|
$712K
|
-$136K
|
-2,020
|
-17%
|
|
|
1981
|
Smith, Moore & Co
Clayton,
Missouri
|
$711K
|
-$14.8K
|
-220
|
-2%
|
|
|
1982
|
Meridian Financial Partners
Warrenton,
Virginia
|
$710K
|
+$186K
|
+2,760
|
+42%
|
|
|
1983
|
Arcus Capital Partners
Atlanta,
Georgia
|
$708K
|
-$68.8K
|
-1,020
|
-9%
|
|
|
1984
|
Axiom Investment Management
New York
|
$705K
|
-$171K
|
-2,540
|
-20%
|
|
|
1985
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$705K
|
+$317K
|
+4,700
|
+89%
|
|
|
1986
|
Symphony Financial
Houston,
Texas
|
$703K
|
+$305K
|
+4,520
|
+83%
|
|
|
1987
|
Saratoga Research & Investment Management
Saratoga,
California
|
$700K
|
-$60.7K
|
-900
|
-8%
|
|
|
1988
|
Davidson Trust Company
Seattle,
Washington
|
$698K
|
–
|
–
|
–
|
|
|
1989
|
First National Trust
Hermitage,
Pennsylvania
|
$698K
|
+$17.5K
|
+260
|
+3%
|
|
|
1990
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$696K
|
+$25.6K
|
+380
|
+4%
|
|
|
1991
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$695K
|
-$162K
|
-2,400
|
-20%
|
|
|
1992
|
CX Institutional
Auburn,
Indiana
|
$694K
|
+$436K
|
+6,460
|
+192%
|
|
|
1993
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$691K
|
–
|
–
|
–
|
|
|
1994
|
9258 Wealth Management
Blue Ash,
Ohio
|
$690K
|
+$4.05K
|
+60
|
+0.6%
|
|
|
1995
|
Advisors Asset Management
Monument,
Colorado
|
$690K
|
+$20.2K
|
+300
|
+3%
|
|
|
1996
|
Oak Asset Management
Westlake Village,
California
|
$688K
|
+$29.7K
|
+440
|
+5%
|
|
|
1997
|
Clarkston Capital Partners
Rochester,
Michigan
|
$687K
|
+$79.6K
|
+1,180
|
+14%
|
|
|
1998
|
Galibier Capital Management
Toronto,
Ontario, Canada
|
$684K
|
-$121K
|
-1,800
|
-16%
|
|
|
1999
|
Column Capital Advisors
Indianapolis,
Indiana
|
$684K
|
+$25.6K
|
+380
|
+4%
|
|
|
2000
|
Strategic Advisors
New York
|
$683K
|
-$27K
|
-400
|
-4%
|
|
