|
1976
|
LM Advisors
San Diego,
California
|
$1.73M
|
-$147K
|
-378
|
-7%
|
|
|
1977
|
HBW Advisory Services
Simi Valley,
California
|
$1.73M
|
-$128K
|
-328
|
-7%
|
|
|
1978
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.73M
|
-$26.9K
|
-69
|
-1%
|
|
|
1979
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$1.73M
|
+$110K
|
+282
|
+6%
|
|
|
1980
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.72M
|
+$1.56K
|
+4
|
+0.1%
|
|
|
1981
|
Papamarkou Wellner Asset Management
New York
|
$1.72M
|
+$74.8K
|
+192
|
+4%
|
|
|
1982
|
Cherokee Insurance
Sterling Heights,
Michigan
|
$1.72M
|
–
|
–
|
–
|
|
|
1983
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
$1.72M
|
+$78.3K
|
+201
|
+4%
|
|
|
1984
|
Koa Wealth Management
Encinitas,
California
|
$1.71M
|
-$26.5K
|
-68
|
-1%
|
|
|
1985
|
Lakeside Advisors
Seattle,
Washington
|
$1.71M
|
–
|
–
|
–
|
|
|
1986
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.71M
|
+$226K
|
+581
|
+14%
|
|
|
1987
|
Orca Investment Management
Roseburg,
Oregon
|
$1.71M
|
+$5.85K
|
+15
|
+0.3%
|
|
|
1988
|
Townsend Asset Management
Raleigh,
North Carolina
|
$1.71M
|
-$11.3K
|
-29
|
-0.6%
|
|
|
1989
|
Centaurus Financial
Anaheim,
California
|
$1.71M
|
+$70.5K
|
+181
|
+4%
|
|
|
1990
|
Kesler Norman & Wride
Ogden,
Utah
|
$1.71M
|
+$28.8K
|
+74
|
+2%
|
|
|
1991
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$1.71M
|
+$83K
|
+213
|
+5%
|
|
|
1992
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.7M
|
-$16K
|
-41
|
-0.9%
|
|
|
1993
|
Means Investment Company
Bangor,
Maine
|
$1.7M
|
-$228K
|
-585
|
-11%
|
|
|
1994
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$1.7M
|
-$628K
|
-1,612
|
-26%
|
|
|
1995
|
Yeomans Consulting Group
Marietta,
Georgia
|
$1.7M
|
-$426K
|
-1,092
|
-19%
|
|
|
1996
|
Sterling Investment Counsel
Buffalo,
New York
|
$1.7M
|
+$1.05M
|
+2,704
|
+139%
|
|
|
1997
|
|
$1.7M
|
-$56.1K
|
-144
|
-3%
|
|
|
1998
|
Byrne Asset Management
Kingston,
New Jersey
|
$1.7M
|
-$62K
|
-159
|
-3%
|
|
|
1999
|
Iconiq Capital
San Francisco,
California
|
$1.7M
|
+$200K
|
+514
|
+13%
|
|
|
2000
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$1.69M
|
+$779
|
+2
|
+0%
|
|
