|
1976
|
IMA Advisory Services
Denver,
Colorado
|
$90K
|
–
|
–
|
–
|
|
|
1977
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$88K
|
+$4.68K
|
+100
|
+6%
|
|
|
1978
|
Paradigm Asset Management
New York
|
$84.3K
|
+$9.35K
|
+200
|
+13%
|
|
|
1979
|
Larson Financial Group
St Louis,
Missouri
|
$84K
|
+$11K
|
+236
|
+15%
|
|
|
1980
|
Vestor Capital
Chicago,
Illinois
|
$84K
|
+$23.1K
|
+493
|
+38%
|
|
|
1981
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$84K
|
+$83.4K
|
+1,784
|
New
|
|
|
1982
|
Alera Investment Advisors
Deerfield,
Illinois
|
$83K
|
-$27.7K
|
-593
|
-25%
|
|
|
1983
|
EARNEST Partners
Atlanta,
Georgia
|
$82K
|
–
|
–
|
–
|
|
|
1984
|
Princeton Capital Management
Red Bank,
New Jersey
|
$82K
|
+$14.7K
|
+315
|
+22%
|
|
|
1985
|
Tradewinds Capital Management
Bellingham,
Washington
|
$80K
|
–
|
–
|
–
|
|
|
1986
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$80K
|
+$6.97K
|
+149
|
+10%
|
|
|
1987
|
|
$80K
|
+$7.58K
|
+162
|
+10%
|
|
|
1988
|
MCF Advisors
Covington,
Kentucky
|
$79K
|
–
|
–
|
–
|
|
|
1989
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$77K
|
–
|
–
|
–
|
|
|
1990
|
Buffington Mohr McNeal
Boise,
Idaho
|
$77K
|
+$76.6K
|
+1,637
|
New
|
|
|
1991
|
1 North Wealth Services
Annapolis,
Maryland
|
$76K
|
-$1.68K
|
-36
|
-2%
|
|
|
1992
|
Vigilant Capital Management
Portland,
Maine
|
$74K
|
-$14.1K
|
-301
|
-16%
|
|
|
1993
|
Kessler Investment Group
Columbus,
Indiana
|
$73K
|
-$18.6K
|
-397
|
-20%
|
|
|
1994
|
|
$73K
|
+$72.7K
|
+1,554
|
New
|
|
|
1995
|
Centerpoint Advisors
Needham,
Massachusetts
|
$72K
|
–
|
–
|
–
|
|
|
1996
|
Grace Capital
Quincy,
Massachusetts
|
$71K
|
–
|
–
|
–
|
|
|
1997
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$71K
|
+$56.5K
|
+1,207
|
+402%
|
|
|
1998
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$70K
|
–
|
–
|
–
|
|
|
1999
|
One Wealth Advisors
San Francisco,
California
|
$70K
|
+$70.2K
|
+1,500
|
New
|
|
|
2000
|
Intellectus Partners
San Francisco,
California
|
$67K
|
+$9.49K
|
+203
|
+17%
|
|
