|
1976
|
Vise Technologies
New York
|
$434K
|
+$450K
|
+3,767
|
New
|
|
|
1977
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$433K
|
–
|
–
|
–
|
|
|
1978
|
Client 1st Advisory Group
Dunedin,
Florida
|
$433K
|
-$36.2K
|
-303
|
-7%
|
|
|
1979
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$433K
|
-$1.31K
|
-11
|
-0.3%
|
|
|
1980
|
Forum Financial Management
Lombard,
Illinois
|
$432K
|
+$131K
|
+1,100
|
+42%
|
|
|
1981
|
Redmond Asset Management
Henrico,
Virginia
|
$431K
|
+$24.4K
|
+204
|
+6%
|
|
|
1982
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$430K
|
-$103K
|
-862
|
-19%
|
|
|
1983
|
Cascade Financial Partners
San Diego,
California
|
$430K
|
+$15.8K
|
+132
|
+4%
|
|
|
1984
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$429K
|
+$10.5K
|
+88
|
+2%
|
|
|
1985
|
Portland Financial Advisors
Port Washington,
New York
|
$429K
|
+$445K
|
+3,721
|
New
|
|
|
1986
|
Alpha Cubed Investments
Irvine,
California
|
$428K
|
-$34.5K
|
-289
|
-7%
|
|
|
1987
|
High Probability Advisors
Pittsford,
New York
|
$427K
|
-$16.8K
|
-141
|
-4%
|
|
|
1988
|
GLOBALT Investments
Atlanta,
Georgia
|
$425K
|
–
|
–
|
–
|
|
|
1989
|
First Trust Advisors
Wheaton,
Illinois
|
$425K
|
+$441K
|
+3,688
|
New
|
|
|
1990
|
Crux Wealth Advisors
Long Beach,
California
|
$425K
|
+$440K
|
+3,687
|
New
|
|
|
1991
|
Soundwatch Capital
Rowayton,
Connecticut
|
$423K
|
+$104K
|
+872
|
+31%
|
|
|
1992
|
Sentinel Trust
Houston,
Texas
|
$423K
|
-$6.21K
|
-52
|
-1%
|
|
|
1993
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$422K
|
–
|
–
|
–
|
|
|
1994
|
Seelaus Asset Management
Chatham,
New Jersey
|
$420K
|
-$28.6K
|
-239
|
-6%
|
|
|
1995
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$420K
|
+$45.3K
|
+379
|
+12%
|
|
|
1996
|
NCM Capital Management
Ramsey,
New Jersey
|
$419K
|
-$5.97K
|
-50
|
-1%
|
|
|
1997
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$417K
|
+$433K
|
+3,623
|
New
|
|
|
1998
|
Wiser Advisor Group
Phoenix,
Arizona
|
$417K
|
+$4.06K
|
+34
|
+0.9%
|
|
|
1999
|
TCP Asset Management
Columbus,
Ohio
|
$416K
|
-$51.7K
|
-433
|
-11%
|
|
|
2000
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$415K
|
+$29.3K
|
+245
|
+7%
|
|
