|
1976
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$339K
|
+$246K
|
+4,638
|
+202%
|
|
|
1977
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$338K
|
–
|
–
|
–
|
|
|
1978
|
Alesco Advisors
Pittsford,
New York
|
$331K
|
–
|
–
|
–
|
|
|
1979
|
Seelaus Asset Management
Chatham,
New Jersey
|
$330K
|
-$26.6K
|
-500
|
-7%
|
|
|
1980
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$326K
|
-$1.23M
|
-23,081
|
-78%
|
|
|
1981
|
Norris Perne & French
Grand Rapids,
Michigan
|
$325K
|
-$49.5K
|
-933
|
-12%
|
|
|
1982
|
Hendershot Investments
Centreville,
Virginia
|
$323K
|
–
|
–
|
–
|
|
|
1983
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$322K
|
+$19K
|
+358
|
+6%
|
|
|
1984
|
Sunbelt Securities
Houston,
Texas
|
$322K
|
+$60.7K
|
+1,144
|
+21%
|
|
|
1985
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$321K
|
-$962K
|
-18,107
|
-75%
|
|
|
1986
|
BSW Wealth Partners
Boulder,
Colorado
|
$321K
|
+$9.88K
|
+186
|
+3%
|
|
|
1987
|
Private Vista
Chicago,
Illinois
|
$309K
|
+$2.87K
|
+54
|
+0.9%
|
|
|
1988
|
Colorado Capital Management
Boulder,
Colorado
|
$309K
|
+$66.9K
|
+1,259
|
+25%
|
|
|
1989
|
Corundum Group
Colorado Springs,
Colorado
|
$306K
|
-$4.04K
|
-76
|
-1%
|
|
|
1990
|
Nelson Capital Management
Menlo Park,
California
|
$306K
|
+$178K
|
+3,350
|
+119%
|
|
|
1991
|
Buffington Mohr McNeal
Boise,
Idaho
|
$305K
|
+$20.5K
|
+386
|
+7%
|
|
|
1992
|
Gilbert & Cook
West Des Moines,
Iowa
|
$305K
|
+$26.3K
|
+495
|
+9%
|
|
|
1993
|
First Mercantile Trust
Cordova,
Tennessee
|
$305K
|
+$326K
|
+6,130
|
New
|
|
|
1994
|
Willow Creek Wealth Management
Sebastopol,
California
|
$303K
|
+$324K
|
+6,097
|
New
|
|
|
1995
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$302K
|
-$297K
|
-5,590
|
-48%
|
|
|
1996
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$302K
|
–
|
–
|
–
|
|
|
1997
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$300K
|
-$20.8K
|
-392
|
-6%
|
|
|
1998
|
Searle & Co
Greenwich,
Connecticut
|
$300K
|
+$15.9K
|
+300
|
+5%
|
|
|
1999
|
Berkeley Capital Partners
Milton,
Georgia
|
$299K
|
-$46.7K
|
-879
|
-13%
|
|
|
2000
|
Lincoln Capital
Lincoln,
Nebraska
|
$299K
|
–
|
–
|
–
|
|
