|
1976
|
Trust Point Inc
La Crosse,
Wisconsin
|
$316K
|
-$96.2K
|
-209
|
-23%
|
|
|
1977
|
Qtron Investments
Boston,
Massachusetts
|
$315K
|
+$325K
|
+706
|
New
|
|
|
1978
|
Norris Perne & French
Grand Rapids,
Michigan
|
$315K
|
-$86.5K
|
-188
|
-21%
|
|
|
1979
|
J. Stern & Co
London,
United Kingdom
|
$315K
|
–
|
–
|
–
|
|
|
1980
|
Summit Wealth Partners
Orlando,
Florida
|
$315K
|
+$1.38K
|
+3
|
+0.4%
|
|
|
1981
|
Princeton Capital Management
Red Bank,
New Jersey
|
$313K
|
-$23K
|
-50
|
-7%
|
|
|
1982
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$312K
|
+$19.8K
|
+43
|
+7%
|
|
|
1983
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$311K
|
+$4.6K
|
+10
|
+1%
|
|
|
1984
|
L2 Asset Management
Wayland,
Massachusetts
|
$311K
|
+$120K
|
+260
|
+60%
|
|
|
1985
|
Saratoga Research & Investment Management
Saratoga,
California
|
$310K
|
–
|
–
|
–
|
|
|
1986
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$310K
|
+$2.3K
|
+5
|
+0.7%
|
|
|
1987
|
Addison Capital
Conshohocken,
Pennsylvania
|
$309K
|
+$460
|
+1
|
+0.1%
|
|
|
1988
|
Falcon Wealth Planning
Ontario,
California
|
$308K
|
+$1.38K
|
+3
|
+0.4%
|
|
|
1989
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$308K
|
-$185K
|
-402
|
-37%
|
|
|
1990
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$306K
|
–
|
–
|
–
|
|
|
1991
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$306K
|
+$10.1K
|
+22
|
+3%
|
|
|
1992
|
Colonial River Investments
Midlothian,
Virginia
|
$306K
|
-$458K
|
-994
|
-59%
|
|
|
1993
|
Indie Asset Partners
Carmel,
Indiana
|
$306K
|
-$7.83K
|
-17
|
-2%
|
|
|
1994
|
Raleigh Capital Management
Cary,
North Carolina
|
$305K
|
-$185K
|
-402
|
-37%
|
|
|
1995
|
Saxon Interests
Houston,
Texas
|
$304K
|
-$11K
|
-24
|
-3%
|
|
|
1996
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$304K
|
-$7.37K
|
-16
|
-2%
|
|
|
1997
|
KFA Private Wealth Group
Tysons,
Virginia
|
$304K
|
+$5.06K
|
+11
|
+2%
|
|
|
1998
|
Madrona Financial Services
Everett,
Washington
|
$304K
|
-$1.38K
|
-3
|
-0.4%
|
|
|
1999
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$303K
|
+$313K
|
+679
|
New
|
|
|
2000
|
Manske Wealth Management
Houston,
Texas
|
$303K
|
-$12K
|
-26
|
-4%
|
|
