|
1976
|
McLean Asset Management
Tysons,
Virginia
|
$833K
|
–
|
–
|
–
|
|
|
1977
|
Nvest Financial
Portsmouth,
New Hampshire
|
$830K
|
–
|
–
|
–
|
|
|
1978
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$829K
|
+$25.8K
|
+50
|
+3%
|
|
|
1979
|
Threadgill Financial
Spring,
Texas
|
$828K
|
-$51K
|
-99
|
-6%
|
|
|
1980
|
Sky Investment Group
Hartford,
Connecticut
|
$826K
|
–
|
–
|
–
|
|
|
1981
|
Forte Capital
Rochester,
New York
|
$823K
|
+$421K
|
+817
|
+114%
|
|
|
1982
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$823K
|
+$256K
|
+497
|
+48%
|
|
|
1983
|
Alpha Family Trust
Los Angeles,
California
|
$822K
|
–
|
–
|
–
|
|
|
1984
|
Auxano Advisors
Bellevue,
Washington
|
$821K
|
-$12.4K
|
-24
|
-2%
|
|
|
1985
|
Community Trust & Investment
Versailles,
Kentucky
|
$820K
|
–
|
–
|
–
|
|
|
1986
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$815K
|
-$127K
|
-247
|
-14%
|
|
|
1987
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$815K
|
+$86.6K
|
+168
|
+12%
|
|
|
1988
|
Front Row Advisors
Tiburon,
California
|
$814K
|
+$55.1K
|
+107
|
+8%
|
|
|
1989
|
Seneca House Advisors
Richmond,
Virginia
|
$814K
|
+$26.3K
|
+51
|
+4%
|
|
|
1990
|
Wambolt & Associates
Littleton,
Colorado
|
$814K
|
+$70.6K
|
+137
|
+10%
|
|
|
1991
|
Athena Investment Management
Orinda,
California
|
$814K
|
-$14.4K
|
-28
|
-2%
|
|
|
1992
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$812K
|
-$105K
|
-204
|
-12%
|
|
|
1993
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$811K
|
+$90.7K
|
+176
|
+13%
|
|
|
1994
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$809K
|
–
|
–
|
–
|
|
|
1995
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$809K
|
+$96.9K
|
+188
|
+14%
|
|
|
1996
|
Amarillo National Bank
Amarillo,
Texas
|
$804K
|
–
|
–
|
–
|
|
|
1997
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$803K
|
-$46.9K
|
-91
|
-6%
|
|
|
1998
|
SignalPoint Asset Management
Springfield,
Missouri
|
$801K
|
–
|
–
|
–
|
|
|
1999
|
Whalerock Point Partners
Providence,
Rhode Island
|
$797K
|
–
|
–
|
–
|
|
|
2000
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$796K
|
–
|
–
|
–
|
|
