|
1976
|
Dean Investment Associates
Beavercreek,
Ohio
|
$319K
|
–
|
–
|
–
|
|
|
1977
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$318K
|
+$59
|
+1
|
+0%
|
|
|
1978
|
Swisher Financial Concepts
Westerville,
Ohio
|
$318K
|
–
|
–
|
–
|
|
|
1979
|
|
$317K
|
+$31.7K
|
+541
|
+12%
|
|
|
1980
|
Investment Partners
New Philadelphia,
Ohio
|
$317K
|
-$97.1K
|
-1,658
|
-25%
|
|
|
1981
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$316K
|
+$290K
|
+4,943
|
New
|
|
|
1982
|
Chelsea Counsel Company
Los Angeles,
California
|
$314K
|
-$184K
|
-3,133
|
-39%
|
|
|
1983
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$314K
|
–
|
–
|
–
|
|
|
1984
|
Childress Capital Advisors
Houston,
Texas
|
$314K
|
-$26.4K
|
-450
|
-8%
|
|
|
1985
|
Cetera Trust Company
St. Paul,
Minnesota
|
$313K
|
-$11.7K
|
-200
|
-4%
|
|
|
1986
|
Morningstar Investment Management
Chicago,
Illinois
|
$313K
|
–
|
–
|
–
|
|
|
1987
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$312K
|
-$527
|
-9
|
-0.2%
|
|
|
1988
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$312K
|
+$61.2K
|
+1,045
|
+27%
|
|
|
1989
|
Chicago Capital
Chicago,
Illinois
|
$311K
|
-$5.33K
|
-91
|
-2%
|
|
|
1990
|
Everpar Advisors
Tulsa,
Oklahoma
|
$310K
|
-$58.6K
|
-1,000
|
-17%
|
|
|
1991
|
Mengis Capital Management
Portland,
Oregon
|
$310K
|
+$71.1K
|
+1,214
|
+33%
|
|
|
1992
|
Vivaldi Capital Management
Chicago,
Illinois
|
$310K
|
-$39.2K
|
-669
|
-14%
|
|
|
1993
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$310K
|
+$16.3K
|
+279
|
+6%
|
|
|
1994
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$309K
|
+$45.6K
|
+779
|
+19%
|
|
|
1995
|
Raleigh Capital Management
Cary,
North Carolina
|
$307K
|
+$56.9K
|
+971
|
+25%
|
|
|
1996
|
De Burlo Group
Boston,
Massachusetts
|
$307K
|
–
|
–
|
–
|
|
|
1997
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$307K
|
–
|
–
|
–
|
|
|
1998
|
Apexium Financial
Dallas,
Texas
|
$306K
|
-$149K
|
-2,539
|
-35%
|
|
|
1999
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$306K
|
+$21.3K
|
+364
|
+8%
|
|
|
2000
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$305K
|
-$6.39K
|
-109
|
-2%
|
|
