|
1976
|
Echo45 Advisors
Walnut Creek,
California
|
$271K
|
-$10.2K
|
-49
|
-4%
|
|
|
1977
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$271K
|
–
|
–
|
–
|
|
|
1978
|
Bosun Asset Management
Chicago,
Illinois
|
$271K
|
+$250K
|
+1,200
|
New
|
|
|
1979
|
|
$271K
|
+$249K
|
+1,199
|
New
|
|
|
1980
|
Klingman & Associates
New York
|
$270K
|
+$37.6K
|
+181
|
+18%
|
|
|
1981
|
tru Independence
Portland,
Oregon
|
$270K
|
-$1.25K
|
-6
|
-0.5%
|
|
|
1982
|
Aprio Wealth Management
Atlanta,
Georgia
|
$269K
|
+$248K
|
+1,193
|
New
|
|
|
1983
|
FLC Capital Advisors
Palm Desert,
California
|
$269K
|
–
|
–
|
–
|
|
|
1984
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$269K
|
–
|
–
|
–
|
|
|
1985
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$269K
|
–
|
–
|
–
|
|
|
1986
|
Athena Investment Management
Orinda,
California
|
$268K
|
–
|
–
|
–
|
|
|
1987
|
AtlasMark Financial
Austin,
Texas
|
$267K
|
–
|
–
|
–
|
|
|
1988
|
Diametric Capital
Boston,
Massachusetts
|
$267K
|
-$527K
|
-2,535
|
-68%
|
|
|
1989
|
Welch Group
Birmingham,
Alabama
|
$267K
|
+$246K
|
+1,181
|
New
|
|
|
1990
|
River Street Advisors
Aurora,
Illinois
|
$266K
|
–
|
–
|
–
|
|
|
1991
|
|
$265K
|
+$20.2K
|
+97
|
+9%
|
|
|
1992
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$265K
|
+$244K
|
+1,172
|
New
|
|
|
1993
|
|
$264K
|
-$26K
|
-125
|
-10%
|
|
|
1994
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$264K
|
-$26K
|
-125
|
-10%
|
|
|
1995
|
Alpha Financial Partners
Lexington,
Kentucky
|
$263K
|
+$416
|
+2
|
+0.2%
|
|
|
1996
|
Nomura Holdings
Tokyo,
Japan
|
$262K
|
-$220K
|
-1,058
|
-48%
|
|
|
1997
|
Phocas Financial Corp
Alameda,
California
|
$262K
|
–
|
–
|
–
|
|
|
1998
|
Ted Buchan & Co
San Diego,
California
|
$262K
|
–
|
–
|
–
|
|
|
1999
|
Avidian Wealth Enterprises
Houston,
Texas
|
$262K
|
-$920K
|
-4,424
|
-79%
|
|
|
2000
|
Financial Engines Advisors
Santa Clara,
California
|
$260K
|
-$5.82K
|
-28
|
-2%
|
|
