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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
1976
EARNEST Partners
Georgia
$89K – – –
FMB
1977
Field & Main Bank
Kentucky
$87K – – –
NWM
1978
Northwest Wealth Management
Iowa
$87K – – –
AP
1979
Atwood & Palmer
Missouri
$85K -$2.87K -45 -3%
CI
1980
Capital International
California
$82K -$1.61M -25,296 -95%
HIM
1981
Hillsdale Investment Management
Ontario, Canada
$78K -$334K -5,240 -82%
AIM
1982
Arcadia Investment Management
Michigan
$78K – – –
CFD
1983
Creative Financial Designs
Indiana
$72K -$54.2K -851 -44%
AIS
1984
Accurate Investment Solutions
Pennsylvania
$67K -$27.5K -432 -30%
FGAM
1985
Financial Gravity Asset Management
Texas
$67K +$56.5K +887 +975%
BA
1986
Ballew Advisors
Mississippi
$66K -$6.63K -104 -10%
DPA
1987
Delphi Private Advisors
California
$60K – – –
ME
1988
McIlrath & Eck
Washington
$60K +$4.46K +70 +9%
BCI
1989
Brinker Capital Investments
Pennsylvania
$60K +$11K +172 +24%
TFA
1990
Transamerica Financial Advisors
Florida
$57K +$49.8K +781 +1,347%
IF
1991
Ironwood Financial
Arizona
$56K +$28.4K +445 +114%
OFS
1992
Orrstown Financial Services
Pennsylvania
$54K -$30.4K -477 -37%
LWM
1993
Lenox Wealth Management
Ohio
$51K -$104K -1,631 -68%
LCM
1994
Laurion Capital Management
New York
$50K -$340K -5,340 -88%
AA
1995
AlphaMark Advisors
Kentucky
$46K – – –
DOA
1996
D'Orazio & Associates
Virginia
$43K – – –
HI
1997
Harrington Investments
California
$43K – – –
NCM
1998
Northstar Capital Management
New York
$43K – – –
CWA
1999
Clarus Wealth Advisors
Arizona
$42K -$39.1K -614 -50%
MFT
2000
Moisand Fitzgerald Tamayo
Florida
$40K – – –