|
1976
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$630K
|
+$55.7K
|
+1,062
|
+10%
|
|
|
1977
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$629K
|
–
|
–
|
–
|
|
|
1978
|
Signature Financial Management
Norfolk,
Virginia
|
$627K
|
+$66.6K
|
+1,270
|
+13%
|
|
|
1979
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$626K
|
+$594K
|
+11,334
|
New
|
|
|
1980
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$625K
|
+$52
|
+1
|
+0%
|
|
|
1981
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$625K
|
+$45.9K
|
+875
|
+8%
|
|
|
1982
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$624K
|
+$184K
|
+3,510
|
+45%
|
|
|
1983
|
TLP Group
Evanston,
Illinois
|
$624K
|
+$592K
|
+11,300
|
New
|
|
|
1984
|
Cobiz Wealth
Denver,
Colorado
|
$622K
|
-$2.52K
|
-48
|
-0.4%
|
|
|
1985
|
Bank of Stockton
Stockton,
California
|
$618K
|
-$2.04K
|
-39
|
-0.3%
|
|
|
1986
|
WealthSource Partners
San Luis Obispo,
California
|
$618K
|
+$587K
|
+11,189
|
New
|
|
|
1987
|
Torch Wealth Management
Cincinnati,
Ohio
|
$614K
|
+$105
|
+2
|
+0%
|
|
|
1988
|
New York Life Trust
New York
|
$614K
|
+$40.2K
|
+766
|
+7%
|
|
|
1989
|
South Street Advisors
New York
|
$610K
|
+$23K
|
+439
|
+4%
|
|
|
1990
|
Summit Asset Management
Memphis,
Tennessee
|
$607K
|
+$629
|
+12
|
+0.1%
|
|
|
1991
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$606K
|
-$3.15K
|
-60
|
-0.5%
|
|
|
1992
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$605K
|
-$52.4K
|
-1,000
|
-8%
|
|
|
1993
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$605K
|
–
|
–
|
–
|
|
|
1994
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$599K
|
+$105
|
+2
|
+0%
|
|
|
1995
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$598K
|
+$67.5K
|
+1,287
|
+13%
|
|
|
1996
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$592K
|
+$60.3K
|
+1,150
|
+12%
|
|
|
1997
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$591K
|
-$57.7K
|
-1,100
|
-9%
|
|
|
1998
|
Falcon Point Capital
San Francisco,
California
|
$589K
|
+$147K
|
+2,813
|
+36%
|
|
|
1999
|
Sandler Capital Management
New York
|
$588K
|
+$176K
|
+3,350
|
+46%
|
|
|
2000
|
Churchill Management
Los Angeles,
California
|
$587K
|
-$45.3M
|
-864,156
|
-99%
|
|
