|
1976
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$193K
|
-$34.3K
|
-178
|
-14%
|
|
|
1977
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$192K
|
-$482K
|
-2,500
|
-69%
|
|
|
1978
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$189K
|
-$120K
|
-620
|
-36%
|
|
|
1979
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$189K
|
–
|
–
|
–
|
|
|
1980
|
|
$185K
|
–
|
–
|
–
|
|
|
1981
|
West Financial Advisors
Des Moines,
Iowa
|
$180K
|
–
|
–
|
–
|
|
|
1982
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$179K
|
–
|
–
|
–
|
|
|
1983
|
WFA of San Diego
San Diego,
California
|
$177K
|
-$5.78K
|
-30
|
-3%
|
|
|
1984
|
Accel Wealth Management
Waverly,
Iowa
|
$176K
|
-$48.2K
|
-250
|
-21%
|
|
|
1985
|
Eagle Bay Advisors
New York
|
$176K
|
+$194K
|
+1,005
|
New
|
|
|
1986
|
Clear Investment Research
Alpharetta,
Georgia
|
$175K
|
–
|
–
|
–
|
|
|
1987
|
Wellington Shields & Co
New York
|
$175K
|
–
|
–
|
–
|
|
|
1988
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$175K
|
+$41.5K
|
+215
|
+27%
|
|
|
1989
|
Clearstead Trust
Portland,
Maine
|
$171K
|
–
|
–
|
–
|
|
|
1990
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$169K
|
–
|
–
|
–
|
|
|
1991
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$169K
|
–
|
–
|
–
|
|
|
1992
|
|
$169K
|
–
|
–
|
–
|
|
|
1993
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$169K
|
–
|
–
|
–
|
|
|
1994
|
GoalVest Advisory
New York
|
$169K
|
+$180K
|
+936
|
+31,200%
|
|
|
1995
|
Heritage Financial Services
Westwood,
Massachusetts
|
$163K
|
-$28K
|
-145
|
-13%
|
|
|
1996
|
Rockbridge Investment Management
Syracuse,
New York
|
$162K
|
-$26.4K
|
-137
|
-13%
|
|
|
1997
|
Column Capital Advisors
Indianapolis,
Indiana
|
$160K
|
+$193
|
+1
|
+0.1%
|
|
|
1998
|
Janiczek Wealth Management
Denver,
Colorado
|
$158K
|
+$34.9K
|
+181
|
+28%
|
|
|
1999
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$155K
|
-$10.8K
|
-56
|
-6%
|
|
|
2000
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$149K
|
-$371K
|
-1,926
|
-69%
|
|
