|
1976
|
Ballast Inc
Lexington,
Kentucky
|
$208K
|
+$197K
|
+1,912
|
New
|
|
|
1977
|
Viridian RIA
Bothell,
Washington
|
$208K
|
-$3.51K
|
-34
|
-2%
|
|
|
1978
|
Johanson Financial Advisors
Campbell,
California
|
$206K
|
-$9.81K
|
-95
|
-5%
|
|
|
1979
|
Univest Financial
Souderton,
Pennsylvania
|
$206K
|
-$8.57K
|
-83
|
-4%
|
|
|
1980
|
Community Bank of Raymore
Raymore,
Missouri
|
$205K
|
–
|
–
|
–
|
|
|
1981
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$203K
|
+$1.03K
|
+10
|
+0.5%
|
|
|
1982
|
Nelson Capital Management
Menlo Park,
California
|
$203K
|
+$5.17K
|
+50
|
+3%
|
|
|
1983
|
Greenline Partners
New York
|
$202K
|
-$1.47M
|
-14,277
|
-89%
|
|
|
1984
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$202K
|
+$192K
|
+1,855
|
New
|
|
|
1985
|
Corrigan Financial
Middletown,
Rhode Island
|
$201K
|
-$14.6K
|
-141
|
-7%
|
|
|
1986
|
Gables Capital Management
Miami,
Florida
|
$201K
|
–
|
–
|
–
|
|
|
1987
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$201K
|
+$191K
|
+1,847
|
New
|
|
|
1988
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$199K
|
+$3.41K
|
+33
|
+2%
|
|
|
1989
|
Tarbox Family Office
Newport Beach,
California
|
$191K
|
-$4.44K
|
-43
|
-2%
|
|
|
1990
|
IMA Advisory Services
Denver,
Colorado
|
$190K
|
+$180K
|
+1,742
|
New
|
|
|
1991
|
PDS Planning
Dublin,
Ohio
|
$189K
|
+$10.7K
|
+104
|
+6%
|
|
|
1992
|
LifePlan Financial Group
Dayton,
Ohio
|
$182K
|
–
|
–
|
–
|
|
|
1993
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$177K
|
+$10.7K
|
+104
|
+7%
|
|
|
1994
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$174K
|
-$523K
|
-5,060
|
-76%
|
|
|
1995
|
Robinson Value Management
San Antonio,
Texas
|
$171K
|
+$162K
|
+1,570
|
New
|
|
|
1996
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$170K
|
+$36.7K
|
+355
|
+29%
|
|
|
1997
|
Blume Capital Management
Berkeley,
California
|
$169K
|
–
|
–
|
–
|
|
|
1998
|
Gemmer Asset Management
Walnut Creek,
California
|
$167K
|
-$3.72K
|
-36
|
-2%
|
|
|
1999
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$162K
|
–
|
–
|
–
|
|
|
2000
|
Hexavest
Montreal,
Quebec, Canada
|
$156K
|
–
|
–
|
–
|
|
