|
1976
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$263K
|
–
|
–
|
–
|
|
|
1977
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$263K
|
+$249K
|
+700
|
New
|
|
|
1978
|
Russell Investments Group
London,
United Kingdom
|
$262K
|
-$427K
|
-1,200
|
-63%
|
|
|
1979
|
Cribstone Capital Management
Augusta,
Maine
|
$262K
|
–
|
–
|
–
|
|
|
1980
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$262K
|
–
|
–
|
–
|
|
|
1981
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$262K
|
–
|
–
|
–
|
|
|
1982
|
Argus Investors Counsel
New York
|
$261K
|
-$21.7K
|
-61
|
-8%
|
|
|
1983
|
Towerpoint Wealth
Sacramento,
California
|
$261K
|
+$712
|
+2
|
+0.3%
|
|
|
1984
|
Lokken Investment Group
Lewes,
Delaware
|
$261K
|
+$247K
|
+694
|
New
|
|
|
1985
|
DDD Partners
Bellevue,
Washington
|
$259K
|
-$7.12K
|
-20
|
-3%
|
|
|
1986
|
Cedar Wealth Management
Walnut Creek,
California
|
$258K
|
–
|
–
|
–
|
|
|
1987
|
Members Trust
Tampa,
Florida
|
$258K
|
+$245K
|
+688
|
New
|
|
|
1988
|
North Star Asset Management
Neenah,
Wisconsin
|
$255K
|
–
|
–
|
–
|
|
|
1989
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$255K
|
–
|
–
|
–
|
|
|
1990
|
NWK Group
San Francisco,
California
|
$254K
|
-$1.42K
|
-4
|
-0.6%
|
|
|
1991
|
BNC Wealth Management
Beaverton,
Oregon
|
$254K
|
+$241K
|
+677
|
New
|
|
|
1992
|
IRON Financial
Northbrook,
Illinois
|
$254K
|
+$241K
|
+677
|
New
|
|
|
1993
|
J.W. Coons Advisors
Columbus,
Ohio
|
$253K
|
–
|
–
|
–
|
|
|
1994
|
Monetary Management Group
St Louis,
Missouri
|
$253K
|
–
|
–
|
–
|
|
|
1995
|
Synergy Asset Management
Vancouver,
Washington
|
$252K
|
+$239K
|
+672
|
New
|
|
|
1996
|
TFG Advisers
Auburn Hills,
Michigan
|
$251K
|
+$1.07K
|
+3
|
+0.4%
|
|
|
1997
|
Intrua Financial
Houston,
Texas
|
$251K
|
+$238K
|
+668
|
New
|
|
|
1998
|
LifeSteps Financial
Claremont,
California
|
$250K
|
+$14.2K
|
+40
|
+6%
|
|
|
1999
|
Inspire Advisors
Meridian,
Idaho
|
$250K
|
+$237K
|
+666
|
New
|
|
|
2000
|
Columbus Macro
New Castle,
Pennsylvania
|
$250K
|
+$237K
|
+667
|
New
|
|
