|
1976
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$688K
|
-$57.7K
|
-236
|
-8%
|
|
|
1977
|
Rational Advisors
Huntington,
New York
|
$686K
|
-$390K
|
-1,593
|
-37%
|
|
|
1978
|
First Bankers Trust
Louisville,
Kentucky
|
$685K
|
-$24.5K
|
-100
|
-4%
|
|
|
1979
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$684K
|
-$146K
|
-596
|
-18%
|
|
|
1980
|
FourThought Financial Partners
Venice,
Florida
|
$684K
|
-$5.87K
|
-24
|
-0.9%
|
|
|
1981
|
Horizon Wealth Management
La Grange,
Illinois
|
$684K
|
+$54.8K
|
+224
|
+9%
|
|
|
1982
|
TriaGen Wealth Management
Calabasas,
California
|
$683K
|
+$31.1K
|
+127
|
+5%
|
|
|
1983
|
Cromwell Holdings
Jackson,
Wyoming
|
$682K
|
-$18.8K
|
-77
|
-3%
|
|
|
1984
|
Sterling Investment Counsel
Buffalo,
New York
|
$682K
|
+$273K
|
+1,118
|
+69%
|
|
|
1985
|
Saratoga Research & Investment Management
Saratoga,
California
|
$681K
|
–
|
–
|
–
|
|
|
1986
|
Libra Wealth
Los Gatos,
California
|
$679K
|
-$245K
|
-1,000
|
-27%
|
|
|
1987
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$679K
|
+$245
|
+1
|
+0%
|
|
|
1988
|
CVA Family Office
Denver,
Colorado
|
$679K
|
+$150K
|
+615
|
+29%
|
|
|
1989
|
Barrett & Company
Providence,
Rhode Island
|
$677K
|
+$7.34K
|
+30
|
+1%
|
|
|
1990
|
Aljian Capital Management
Carson City,
Nevada
|
$676K
|
-$9.29K
|
-38
|
-1%
|
|
|
1991
|
Advance Capital Management
Southfield,
Michigan
|
$675K
|
+$268K
|
+1,096
|
+68%
|
|
|
1992
|
Country Trust Bank
Bloomington,
Illinois
|
$674K
|
-$734
|
-3
|
-0.1%
|
|
|
1993
|
ORG Partners
Roanoke,
Indiana
|
$673K
|
-$1.86M
|
-7,584
|
-74%
|
|
|
1994
|
Aviance Capital Partners
Naples,
Florida
|
$673K
|
-$28.1K
|
-115
|
-4%
|
|
|
1995
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$673K
|
-$24.9K
|
-102
|
-4%
|
|
|
1996
|
Black Diamond Financial
Towson,
Maryland
|
$673K
|
+$245
|
+1
|
+0%
|
|
|
1997
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$672K
|
-$19.3K
|
-79
|
-3%
|
|
|
1998
|
Kiker Wealth Management
Jasper,
Georgia
|
$672K
|
-$48.7K
|
-199
|
-7%
|
|
|
1999
|
Tortoise Investment Management
White Plains,
New York
|
$671K
|
-$2.94K
|
-12
|
-0.4%
|
|
|
2000
|
Eagle Capital Management (New York)
New York
|
$671K
|
–
|
–
|
–
|
|
