|
1976
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$147K
|
-$14.7K
|
-300
|
-9%
|
|
|
1977
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$145K
|
-$12.3K
|
-250
|
-8%
|
|
|
1978
|
MV Capital Management
Bethesda,
Maryland
|
$145K
|
–
|
–
|
–
|
|
|
1979
|
Westside Investment Management
Santa Monica,
California
|
$140K
|
+$135K
|
+2,752
|
New
|
|
|
1980
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$136K
|
+$130K
|
+2,655
|
New
|
|
|
1981
|
Cribstone Capital Management
Augusta,
Maine
|
$135K
|
-$115K
|
-2,350
|
-47%
|
|
|
1982
|
Acima Private Wealth
Richmond,
Virginia
|
$123K
|
–
|
–
|
–
|
|
|
1983
|
Private Ocean
San Rafael,
California
|
$122K
|
+$10.6K
|
+216
|
+10%
|
|
|
1984
|
Spectrum Management Group
Indianapolis,
Indiana
|
$120K
|
–
|
–
|
–
|
|
|
1985
|
Endurance Wealth Management
Providence,
Rhode Island
|
$118K
|
–
|
–
|
–
|
|
|
1986
|
MKD Wealth Coaches
Troy,
Michigan
|
$118K
|
–
|
–
|
–
|
|
|
1987
|
Tortoise Investment Management
White Plains,
New York
|
$117K
|
–
|
–
|
–
|
|
|
1988
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$115K
|
-$39.2K
|
-800
|
-26%
|
|
|
1989
|
Lipe & Dalton
Syracuse,
New York
|
$107K
|
–
|
–
|
–
|
|
|
1990
|
EARNEST Partners
Atlanta,
Georgia
|
$103K
|
+$13.8K
|
+281
|
+16%
|
|
|
1991
|
Mizuho Securities
Tokyo,
Japan
|
$103K
|
+$99K
|
+2,020
|
New
|
|
|
1992
|
Vectors Research Management
New York
|
$101K
|
–
|
–
|
–
|
|
|
1993
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$100K
|
–
|
–
|
–
|
|
|
1994
|
Janiczek Wealth Management
Denver,
Colorado
|
$99K
|
–
|
–
|
–
|
|
|
1995
|
IMA Advisory Services
Denver,
Colorado
|
$98K
|
+$539
|
+11
|
+0.6%
|
|
|
1996
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$97K
|
–
|
–
|
–
|
|
|
1997
|
|
$95K
|
+$7.99K
|
+163
|
+10%
|
|
|
1998
|
McIlrath & Eck
Arlington,
Washington
|
$93K
|
–
|
–
|
–
|
|
|
1999
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$93K
|
+$89.2K
|
+1,820
|
New
|
|
|
2000
|
Paradigm Asset Management
New York
|
$91.7K
|
–
|
–
|
–
|
|
