|
1976
|
Quartz Partners
Saratoga Springs,
New York
|
$332K
|
-$26.8K
|
-59
|
-8%
|
|
|
1977
|
New Republic Capital
Charlotte,
North Carolina
|
$331K
|
-$37.7K
|
-83
|
-11%
|
|
|
1978
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$331K
|
+$301K
|
+664
|
New
|
|
|
1979
|
Alethea Capital Management
Mercer Island,
Washington
|
$331K
|
+$301K
|
+663
|
New
|
|
|
1980
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$330K
|
-$31.8K
|
-70
|
-10%
|
|
|
1981
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$329K
|
+$907
|
+2
|
+0.3%
|
|
|
1982
|
Aspiriant LLC
Los Angeles,
California
|
$329K
|
-$136K
|
-299
|
-31%
|
|
|
1983
|
BluePath Capital Management
Atlanta,
Georgia
|
$328K
|
+$454
|
+1
|
+0.2%
|
|
|
1984
|
First National Corp
Rockland,
Massachusetts
|
$328K
|
-$1.36K
|
-3
|
-0.5%
|
|
|
1985
|
Crestmont Private Wealth
Houston,
Texas
|
$328K
|
+$31.3K
|
+69
|
+12%
|
|
|
1986
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$328K
|
–
|
–
|
–
|
|
|
1987
|
Root Financial Partners
Encinitas,
California
|
$328K
|
+$48.1K
|
+106
|
+19%
|
|
|
1988
|
Yukon Wealth Management
Overland Park,
Kansas
|
$328K
|
+$5.9K
|
+13
|
+2%
|
|
|
1989
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$327K
|
+$1.36K
|
+3
|
+0.5%
|
|
|
1990
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$326K
|
+$297K
|
+654
|
New
|
|
|
1991
|
Clarion Wealth Managment Partners
Fairfax,
Virginia
|
$326K
|
+$1.36K
|
+3
|
+0.5%
|
|
|
1992
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$326K
|
-$16.8K
|
-37
|
-5%
|
|
|
1993
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$326K
|
-$4.54K
|
-10
|
-2%
|
|
|
1994
|
Kaydan Wealth Management
Fenton,
Michigan
|
$326K
|
-$907
|
-2
|
-0.3%
|
|
|
1995
|
Riverview Trust Company
Vancouver,
Washington
|
$326K
|
–
|
–
|
–
|
|
|
1996
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$325K
|
+$78.5K
|
+173
|
+36%
|
|
|
1997
|
NTV Asset Management
Charleston,
West Virginia
|
$325K
|
+$27.2K
|
+60
|
+10%
|
|
|
1998
|
True Wealth Design
Akron,
Ohio
|
$325K
|
+$55.8K
|
+123
|
+23%
|
|
|
1999
|
LMCG Investments
Boston,
Massachusetts
|
$324K
|
–
|
–
|
–
|
|
|
2000
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$324K
|
+$294K
|
+649
|
New
|
|
