|
1976
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$12K
|
–
|
–
|
–
|
|
|
1977
|
Cordasco Financial Network
Naples,
Florida
|
$12K
|
+$7.19K
|
+71
|
+120%
|
|
|
1978
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$11K
|
–
|
–
|
–
|
|
|
1979
|
Rise Advisors
Rochester,
New York
|
$11K
|
–
|
–
|
–
|
|
|
1980
|
TimeScale Financial
Danvers,
Massachusetts
|
$11K
|
–
|
–
|
–
|
|
|
1981
|
Covestor
London,
United Kingdom
|
$11K
|
+$4.46K
|
+44
|
+57%
|
|
|
1982
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
1983
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$10K
|
+$1.01K
|
+10
|
+10%
|
|
|
1984
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$10K
|
+$7.9K
|
+78
|
+252%
|
|
|
1985
|
Halpern Financial
Ashburn,
Virginia
|
$9.87K
|
+$1.52K
|
+15
|
+16%
|
|
|
1986
|
PFS Partners
Mine Hill,
New Jersey
|
$9.39K
|
+$101
|
+1
|
+1%
|
|
|
1987
|
GW&K Investment Management
Boston,
Massachusetts
|
$9K
|
-$709
|
-7
|
-7%
|
|
|
1988
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$9K
|
–
|
–
|
–
|
|
|
1989
|
HBC Financial Services
Seattle,
Washington
|
$9K
|
–
|
–
|
–
|
|
|
1990
|
Siena Capital
Cincinnati,
Ohio
|
$9K
|
–
|
–
|
–
|
|
|
1991
|
Annapolis Financial Services
Annapolis,
Maryland
|
$9K
|
+$101
|
+1
|
+1%
|
|
|
1992
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$8.8K
|
-$43.5K
|
-429
|
-81%
|
|
|
1993
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$8K
|
–
|
–
|
–
|
|
|
1994
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$7K
|
-$38.4K
|
-379
|
-83%
|
|
|
1995
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
1996
|
Schubert & Co
Mckinney,
Texas
|
$7K
|
+$3.95K
|
+39
|
+98%
|
|
|
1997
|
Global Financial Private Client
Sarasota,
Florida
|
$6.4K
|
–
|
–
|
–
|
|
|
1998
|
O'Dell Group
Cincinnati,
Ohio
|
$6K
|
-$42K
|
-415
|
-87%
|
|
|
1999
|
Steward Financial Group
Colleyville,
Texas
|
$6K
|
-$33.2K
|
-328
|
-82%
|
|
|
2000
|
Islay Capital Management
Lubbock,
Texas
|
$6K
|
–
|
–
|
–
|
|
