|
1976
|
TAP Consulting
Kirkwood,
Missouri
|
$654K
|
+$2.07K
|
+26
|
+0.3%
|
|
|
1977
|
First Interstate Bank
Billings,
Montana
|
$653K
|
+$10.7K
|
+134
|
+2%
|
|
|
1978
|
LVM Capital Management
Portage,
Michigan
|
$650K
|
+$11.2K
|
+140
|
+2%
|
|
|
1979
|
Calton & Associates
Tampa,
Florida
|
$647K
|
-$97.4K
|
-1,223
|
-13%
|
|
|
1980
|
Pinion Investment Advisors
Wichita,
Kansas
|
$647K
|
-$95K
|
-1,193
|
-12%
|
|
|
1981
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$646K
|
+$17.4K
|
+219
|
+3%
|
|
|
1982
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$645K
|
-$144K
|
-1,808
|
-18%
|
|
|
1983
|
Elm Advisors
Burlingame,
California
|
$644K
|
-$7.09K
|
-89
|
-1%
|
|
|
1984
|
Magnolia Capital Management
Cold Spring,
New York
|
$644K
|
–
|
–
|
–
|
|
|
1985
|
Foresight Wealth Management
Draper,
Utah
|
$644K
|
+$42.5K
|
+533
|
+7%
|
|
|
1986
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$643K
|
+$43.4K
|
+545
|
+7%
|
|
|
1987
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$639K
|
–
|
–
|
–
|
|
|
1988
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$638K
|
-$36.1K
|
-453
|
-5%
|
|
|
1989
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$638K
|
+$664K
|
+8,332
|
New
|
|
|
1990
|
Intellectus Partners
San Francisco,
California
|
$637K
|
+$49.6K
|
+623
|
+8%
|
|
|
1991
|
Creative Financial Designs
Kokomo,
Indiana
|
$636K
|
+$39.3K
|
+494
|
+6%
|
|
|
1992
|
Enlightenment Research
Miami,
Florida
|
$636K
|
+$661K
|
+8,300
|
New
|
|
|
1993
|
Sterling Investment Counsel
Buffalo,
New York
|
$636K
|
+$661K
|
+8,301
|
New
|
|
|
1994
|
Continuum Advisory
Eagle,
Idaho
|
$633K
|
+$132K
|
+1,660
|
+25%
|
|
|
1995
|
Financial Consulate
Hunt Valley,
Maryland
|
$632K
|
+$1.67K
|
+21
|
+0.3%
|
|
|
1996
|
Glassman Wealth Services
Vienna,
Virginia
|
$632K
|
+$17.9K
|
+225
|
+3%
|
|
|
1997
|
GQG Partners
Ft. Lauderdale,
Florida
|
$632K
|
+$229K
|
+2,881
|
+54%
|
|
|
1998
|
Breiter Capital Management
Bradenton,
Florida
|
$631K
|
–
|
–
|
–
|
|
|
1999
|
Aspire Private Capital
Cornelius,
North Carolina
|
$631K
|
+$481K
|
+6,045
|
+276%
|
|
|
2000
|
Southern Capital Advisors
Jackson,
Tennessee
|
$631K
|
+$656K
|
+8,233
|
New
|
|
