|
1976
|
Column Capital Advisors
Indianapolis,
Indiana
|
$34K
|
+$692
|
+2
|
+2%
|
|
|
1977
|
Country Trust Bank
Bloomington,
Illinois
|
$33K
|
-$31.8K
|
-92
|
-50%
|
|
|
1978
|
TAP Consulting
Kirkwood,
Missouri
|
$31K
|
+$30.4K
|
+88
|
New
|
|
|
1979
|
Rockbridge Investment Management
Syracuse,
New York
|
$30K
|
–
|
–
|
–
|
|
|
1980
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$28.4K
|
–
|
–
|
–
|
|
|
1981
|
Arlington Partners
Birmingham,
Alabama
|
$27K
|
-$18K
|
-52
|
-41%
|
|
|
1982
|
Evoke Wealth
Los Angeles,
California
|
$27K
|
-$2.42K
|
-7
|
-9%
|
|
|
1983
|
Counterpoint Mutual Funds
San Diego,
California
|
$27K
|
+$26.6K
|
+77
|
New
|
|
|
1984
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$26.7K
|
–
|
–
|
–
|
|
|
1985
|
Retirement Group
San Diego,
California
|
$26K
|
-$652K
|
-1,886
|
-96%
|
|
|
1986
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$26K
|
+$346
|
+1
|
+1%
|
|
|
1987
|
American Research & Management Company
Marion,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
1988
|
M&R Capital Management
Summit,
New Jersey
|
$25K
|
–
|
–
|
–
|
|
|
1989
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$25K
|
+$24.9K
|
+72
|
New
|
|
|
1990
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$24K
|
-$13.5K
|
-39
|
-37%
|
|
|
1991
|
Orion Capital Management
Coronado,
California
|
$22K
|
–
|
–
|
–
|
|
|
1992
|
Front Row Advisors
Tiburon,
California
|
$21K
|
–
|
–
|
–
|
|
|
1993
|
DZ Bank
Frankfurt Am Main,
Germany
|
$20.5K
|
-$1.15M
|
-3,332
|
-98%
|
|
|
1994
|
IMA Advisory Services
Denver,
Colorado
|
$20K
|
–
|
–
|
–
|
|
|
1995
|
McCarthy Asset Management
Redwood Shores,
California
|
$19K
|
–
|
–
|
–
|
|
|
1996
|
Your Advocates Ltd
Houston,
Texas
|
$19K
|
–
|
–
|
–
|
|
|
1997
|
Addison Advisors
Middlebury,
Vermont
|
$19K
|
+$1.04K
|
+3
|
+6%
|
|
|
1998
|
Clean Yield Group
Norwich,
Vermont
|
$18K
|
-$5.88K
|
-17
|
-25%
|
|
|
1999
|
IronBridge Private Wealth
Austin,
Texas
|
$18K
|
–
|
–
|
–
|
|
|
2000
|
Stephens Consulting
Flint,
Michigan
|
$16.7K
|
+$16.3K
|
+47
|
New
|
|
