|
1976
|
Adero Partners
Pleasanton,
California
|
$945K
|
-$142K
|
-336
|
-14%
|
|
|
1977
|
FMB Wealth Management
Westlake Village,
California
|
$937K
|
–
|
–
|
–
|
|
|
1978
|
Cortland Associates
St Louis,
Missouri
|
$937K
|
–
|
–
|
–
|
|
|
1979
|
Laidlaw Wealth Management
New York City,
New York
|
$937K
|
+$87.7K
|
+208
|
+11%
|
|
|
1980
|
Yarbrough Capital
Franklin,
Tennessee
|
$935K
|
–
|
–
|
–
|
|
|
1981
|
Austin Asset Management
Austin,
Texas
|
$933K
|
–
|
–
|
–
|
|
|
1982
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$932K
|
+$53.1K
|
+126
|
+7%
|
|
|
1983
|
LJI Wealth Management
Indianapolis,
Indiana
|
$927K
|
+$55.5M
|
+131,738
|
+5,639%
|
|
|
1984
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$926K
|
–
|
–
|
–
|
|
|
1985
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$921K
|
+$155K
|
+368
|
+22%
|
|
|
1986
|
Prosperity Wealth Management
San Ramon,
California
|
$920K
|
-$16.9K
|
-40
|
-2%
|
|
|
1987
|
Matrix Asset Advisors
White Plains,
New York
|
$919K
|
+$4.64K
|
+11
|
+0.5%
|
|
|
1988
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$917K
|
–
|
–
|
–
|
|
|
1989
|
Tocqueville Asset Management
New York
|
$915K
|
-$29.1K
|
-69
|
-3%
|
|
|
1990
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$912K
|
-$9.27K
|
-22
|
-1%
|
|
|
1991
|
Roberts Wealth Advisors
Palo Alto,
California
|
$910K
|
-$8.43K
|
-20
|
-1%
|
|
|
1992
|
Cabot Wealth Management
Salem,
Massachusetts
|
$910K
|
-$37.9K
|
-90
|
-4%
|
|
|
1993
|
Cigna Investments
Bloomfield,
Connecticut
|
$909K
|
+$25.3K
|
+60
|
+3%
|
|
|
1994
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$909K
|
-$241K
|
-571
|
-22%
|
|
|
1995
|
Farmers National Bank
Danville,
Kentucky
|
$904K
|
-$6.32K
|
-15
|
-0.7%
|
|
|
1996
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$901K
|
+$45.5K
|
+108
|
+6%
|
|
|
1997
|
Hamilton Capital
Columbus,
Ohio
|
$900K
|
-$47.6K
|
-113
|
-5%
|
|
|
1998
|
Vontobel Holding
Zurich,
Switzerland
|
$895K
|
-$211K
|
-500
|
-20%
|
|
|
1999
|
Zacks Investment Management
Chicago,
Illinois
|
$887K
|
-$11K
|
-26
|
-1%
|
|
|
2000
|
LexAurum Advisors
Overland Park,
Kansas
|
$886K
|
+$421
|
+1
|
+0.1%
|
|
