|
1976
|
Weaver Consulting Group
Huntington Beach,
California
|
$221K
|
-$8.82K
|
-146
|
-4%
|
|
|
1977
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$220K
|
+$28.3K
|
+468
|
+14%
|
|
|
1978
|
Optiver Holding
Amsterdam,
Netherlands
|
$220K
|
+$231K
|
+3,822
|
New
|
|
|
1979
|
Cardiff Park Advisors
Carlsbad,
California
|
$219K
|
+$60
|
+1
|
+0%
|
|
|
1980
|
Torrey Growth & Income Advisors
Del Mar,
California
|
$219K
|
+$30.2K
|
+500
|
+15%
|
|
|
1981
|
Keating Investment Counselors
Delray Beach,
Florida
|
$219K
|
–
|
–
|
–
|
|
|
1982
|
Patton Fund Management
Dallas,
Texas
|
$219K
|
-$2.76M
|
-45,645
|
-92%
|
|
|
1983
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$219K
|
+$31.9K
|
+528
|
+16%
|
|
|
1984
|
Chilton Capital Management
Houston,
Texas
|
$218K
|
-$46.6K
|
-771
|
-17%
|
|
|
1985
|
Fiduciary Family Office
Boca Raton,
Florida
|
$218K
|
+$7.18K
|
+119
|
+3%
|
|
|
1986
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$217K
|
+$1.51K
|
+25
|
+0.7%
|
|
|
1987
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$217K
|
+$6.94K
|
+115
|
+3%
|
|
|
1988
|
Bellevue Asset Management
Bellevue,
Washington
|
$216K
|
+$423
|
+7
|
+0.2%
|
|
|
1989
|
NDVR Inc
Boston,
Massachusetts
|
$215K
|
+$13.3K
|
+220
|
+6%
|
|
|
1990
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$214K
|
+$2.05K
|
+34
|
+0.9%
|
|
|
1991
|
HORAN Wealth
Cincinnati,
Ohio
|
$214K
|
-$12.5K
|
-207
|
-5%
|
|
|
1992
|
|
$214K
|
+$224K
|
+3,715
|
New
|
|
|
1993
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$214K
|
-$33.2K
|
-550
|
-14%
|
|
|
1994
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$213K
|
-$7.91K
|
-131
|
-3%
|
|
|
1995
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$213K
|
+$483
|
+8
|
+0.2%
|
|
|
1996
|
Cambridge Advisors
Omaha,
Nebraska
|
$213K
|
-$7.73K
|
-128
|
-3%
|
|
|
1997
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$213K
|
-$12.4K
|
-205
|
-5%
|
|
|
1998
|
Douglas Lane & Associates
New York
|
$212K
|
-$184K
|
-3,046
|
-45%
|
|
|
1999
|
Certuity
North Palm Beach,
Florida
|
$212K
|
+$38.8K
|
+643
|
+21%
|
|
|
2000
|
Retirement Planning Group (New York)
Malta,
New York
|
$212K
|
+$1.99K
|
+33
|
+0.9%
|
|
