|
1976
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$437K
|
-$136K
|
-3,154
|
-21%
|
|
|
1977
|
Bennett Selby Investments
Falmouth,
Maine
|
$437K
|
-$51.9K
|
-1,200
|
-9%
|
|
|
1978
|
Advisory Alpha
Holland,
Michigan
|
$437K
|
-$40.8K
|
-943
|
-7%
|
|
|
1979
|
Alterity Financial Group
Bangor,
Maine
|
$437K
|
+$505K
|
+11,675
|
New
|
|
|
1980
|
First Command Bank
Fort Worth,
Texas
|
$436K
|
–
|
–
|
–
|
|
|
1981
|
First Command Financial Services
Fort Worth,
Texas
|
$436K
|
–
|
–
|
–
|
|
|
1982
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$435K
|
-$31.7K
|
-732
|
-6%
|
|
|
1983
|
Sterneck Capital Management
Kansas City,
Missouri
|
$433K
|
+$60.6K
|
+1,400
|
+14%
|
|
|
1984
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$432K
|
-$34.8K
|
-805
|
-7%
|
|
|
1985
|
Norwood Financial
Honesdale,
Pennsylvania
|
$431K
|
–
|
–
|
–
|
|
|
1986
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$430K
|
-$46.3K
|
-1,070
|
-9%
|
|
|
1987
|
Bourne Lent Asset Management
Pawling,
New York
|
$430K
|
–
|
–
|
–
|
|
|
1988
|
Van Strum & Towne
San Francisco,
California
|
$430K
|
–
|
–
|
–
|
|
|
1989
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$430K
|
+$1.08K
|
+25
|
+0.2%
|
|
|
1990
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$428K
|
+$20.4K
|
+471
|
+4%
|
|
|
1991
|
Matthew Hamilton Rosenberg
|
$428K
|
+$96.9K
|
+2,239
|
+23%
|
|
|
1992
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$428K
|
+$196K
|
+4,535
|
+66%
|
|
|
1993
|
Capitol Family Office
Beaverton,
Oregon
|
$427K
|
-$1.13K
|
-26
|
-0.2%
|
|
|
1994
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$427K
|
+$5.02K
|
+116
|
+1%
|
|
|
1995
|
Jones Financial Companies
Des Peres,
Missouri
|
$426K
|
-$199K
|
-4,589
|
-29%
|
|
|
1996
|
Autumn Glory Partners
Dallas,
Texas
|
$426K
|
–
|
–
|
–
|
|
|
1997
|
Cordant Inc
Portland,
Oregon
|
$426K
|
+$47K
|
+1,086
|
+11%
|
|
|
1998
|
Oxbow Advisors
Austin,
Texas
|
$425K
|
–
|
–
|
–
|
|
|
1999
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$425K
|
+$26.3K
|
+607
|
+6%
|
|
|
2000
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$425K
|
+$125K
|
+2,894
|
+34%
|
|
