|
1976
|
Searle & Co
Greenwich,
Connecticut
|
$285K
|
–
|
–
|
–
|
|
|
1977
|
Lehman Financial Resources
Media,
Pennsylvania
|
$285K
|
+$60.8K
|
+1,250
|
+26%
|
|
|
1978
|
Driehaus Capital Management
Chicago,
Illinois
|
$284K
|
+$20K
|
+411
|
+7%
|
|
|
1979
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$283K
|
+$291K
|
+5,976
|
New
|
|
|
1980
|
Parkside Advisors
Berkeley,
California
|
$278K
|
–
|
–
|
–
|
|
|
1981
|
Lincoln Capital
Lincoln,
Nebraska
|
$278K
|
+$5.3K
|
+109
|
+2%
|
|
|
1982
|
Towerpoint Wealth
Sacramento,
California
|
$278K
|
+$537K
|
+11,030
|
+225%
|
|
|
1983
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$275K
|
-$241K
|
-4,954
|
-46%
|
|
|
1984
|
Professional Advisory Services
Vero Beach,
Florida
|
$274K
|
–
|
–
|
–
|
|
|
1985
|
Providence First Trust
Scottsdale,
Arizona
|
$271K
|
+$1.46K
|
+30
|
+0.5%
|
|
|
1986
|
Cordasco Financial Network
Naples,
Florida
|
$270K
|
-$5.64K
|
-116
|
-2%
|
|
|
1987
|
Peregrine Asset Advisers
Portland,
Oregon
|
$270K
|
–
|
–
|
–
|
|
|
1988
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$270K
|
+$277K
|
+5,700
|
New
|
|
|
1989
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$269K
|
+$4.87K
|
+100
|
+2%
|
|
|
1990
|
Proficio Capital Partners
Newton,
Massachusetts
|
$266K
|
-$2.77K
|
-57
|
-1%
|
|
|
1991
|
Capital Wealth Planning
Naples,
Florida
|
$266K
|
–
|
–
|
–
|
|
|
1992
|
V Wealth Advisors
Overland Park,
Kansas
|
$265K
|
-$57.4K
|
-1,180
|
-17%
|
|
|
1993
|
Colorado Capital Management
Boulder,
Colorado
|
$265K
|
-$28.8K
|
-592
|
-10%
|
|
|
1994
|
Academy Capital Management
Waco,
Texas
|
$265K
|
+$7.83K
|
+161
|
+3%
|
|
|
1995
|
Executive Wealth Group
Kirkland,
Washington
|
$264K
|
+$633
|
+13
|
+0.2%
|
|
|
1996
|
Summit Asset Management
Memphis,
Tennessee
|
$264K
|
-$17K
|
-350
|
-6%
|
|
|
1997
|
Kopp Investment Advisors
Bloomington,
Minnesota
|
$264K
|
+$11.4K
|
+234
|
+4%
|
|
|
1998
|
Aristotle Capital Management
Los Angeles,
California
|
$263K
|
+$48.7K
|
+1,000
|
+22%
|
|
|
1999
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$262K
|
+$11.5K
|
+236
|
+4%
|
|
|
2000
|
Visionary Asset Management
Houston,
Texas
|
$262K
|
+$15.7K
|
+322
|
+6%
|
|
