|
1976
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$514K
|
+$27.5K
|
+375
|
+6%
|
|
|
1977
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$511K
|
-$42.1K
|
-574
|
-8%
|
|
|
1978
|
Financial Planning Hawaii
Honolulu,
Hawaii
|
$510K
|
–
|
–
|
–
|
|
|
1979
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$510K
|
+$485K
|
+6,610
|
New
|
|
|
1980
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$508K
|
+$44.2K
|
+603
|
+10%
|
|
|
1981
|
First Bancorp
Damariscotta,
Maine
|
$507K
|
–
|
–
|
–
|
|
|
1982
|
Victory Financial Group
Austin,
Texas
|
$506K
|
-$80.4K
|
-1,096
|
-14%
|
|
|
1983
|
August Group Capital
Toronto,
|
$505K
|
+$1.17K
|
+16
|
+0.2%
|
|
|
1984
|
Dopkins Wealth Management
Williamsville,
New York
|
$504K
|
–
|
–
|
–
|
|
|
1985
|
Kings Path Partners
Sugar Land,
Texas
|
$503K
|
–
|
–
|
–
|
|
|
1986
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$503K
|
+$6.09K
|
+83
|
+1%
|
|
|
1987
|
CFM Wealth Partners
Austin,
Texas
|
$501K
|
–
|
–
|
–
|
|
|
1988
|
Strategic Equity Management
Tucson,
Arizona
|
$499K
|
–
|
–
|
–
|
|
|
1989
|
Freedom Investment Management
Hartford,
Connecticut
|
$499K
|
+$45.5K
|
+620
|
+11%
|
|
|
1990
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$499K
|
-$1.36M
|
-18,588
|
-74%
|
|
|
1991
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$496K
|
-$12.1K
|
-165
|
-2%
|
|
|
1992
|
Mission Financial Group
Las Vegas,
Nevada
|
$495K
|
+$471K
|
+6,424
|
New
|
|
|
1993
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$494K
|
-$10.1K
|
-137
|
-2%
|
|
|
1994
|
Everhart Financial Group
Dublin,
Ohio
|
$494K
|
-$149K
|
-2,033
|
-24%
|
|
|
1995
|
Advisor OS
Chicago,
Illinois
|
$494K
|
-$79K
|
-1,076
|
-14%
|
|
|
1996
|
Auxano Advisors
Bellevue,
Washington
|
$491K
|
+$1.1K
|
+15
|
+0.2%
|
|
|
1997
|
Successful Portfolios
Clearwater,
Florida
|
$490K
|
-$10.1K
|
-137
|
-2%
|
|
|
1998
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$490K
|
+$45.8K
|
+624
|
+11%
|
|
|
1999
|
Meridian Financial Partners
Warrenton,
Virginia
|
$489K
|
–
|
–
|
–
|
|
|
2000
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$488K
|
–
|
–
|
–
|
|
