|
1976
|
Sierra Capital
Miami,
Florida
|
$59K
|
-$125K
|
-1,706
|
-64%
|
|
|
1977
|
New England Asset Management
Farmington,
Connecticut
|
$59K
|
–
|
–
|
–
|
|
|
1978
|
City State Bank
Norwalk,
Iowa
|
$58K
|
–
|
–
|
–
|
|
|
1979
|
Abound Wealth Management
Franklin,
Tennessee
|
$57.5K
|
+$69K
|
+942
|
New
|
|
|
1980
|
Huber Capital Management
El Segundo,
California
|
$55K
|
-$4.17K
|
-57
|
-6%
|
|
|
1981
|
James Investment Research
Alpha,
Ohio
|
$55K
|
–
|
–
|
–
|
|
|
1982
|
Arax Advisory Partners
Denver,
Colorado
|
$53K
|
-$15K
|
-205
|
-19%
|
|
|
1983
|
Financial Enhancement Group
Anderson,
Indiana
|
$53K
|
–
|
–
|
–
|
|
|
1984
|
EARNEST Partners
Atlanta,
Georgia
|
$51K
|
–
|
–
|
–
|
|
|
1985
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$51K
|
–
|
–
|
–
|
|
|
1986
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$50K
|
+$2.2K
|
+30
|
+0.2%
|
|
|
1987
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$49K
|
–
|
–
|
–
|
|
|
1988
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$49K
|
–
|
–
|
–
|
|
|
1989
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$49K
|
+$6.59K
|
+90
|
+13%
|
|
|
1990
|
Country Trust Bank
Bloomington,
Illinois
|
$48K
|
-$293
|
-4
|
-0.5%
|
|
|
1991
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$47K
|
–
|
–
|
–
|
|
|
1992
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$46K
|
–
|
–
|
–
|
|
|
1993
|
Rise Advisors
Rochester,
New York
|
$46K
|
+$146
|
+2
|
+0.3%
|
|
|
1994
|
QVR
San Francisco,
California
|
$46K
|
+$49.6K
|
+678
|
+904%
|
|
|
1995
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$43K
|
-$11.9K
|
-162
|
-19%
|
|
|
1996
|
Horan Securities
Cincinnati,
United States
|
$43K
|
+$146
|
+2
|
+0.3%
|
|
|
1997
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$40K
|
+$3.37K
|
+46
|
+8%
|
|
|
1998
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$40K
|
+$47.7K
|
+652
|
New
|
|
|
1999
|
Cedar Wealth Management
Walnut Creek,
California
|
$39K
|
-$4.69K
|
-64
|
-9%
|
|
|
2000
|
Tortoise Investment Management
White Plains,
New York
|
$39K
|
+$7.61K
|
+104
|
+20%
|
|
