|
1976
|
JT Stratford LLC
Gainesville,
Georgia
|
$482K
|
-$268K
|
-9,735
|
-36%
|
|
|
1977
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$481K
|
-$208K
|
-7,541
|
-30%
|
|
|
1978
|
Weinberger Asset Management
Los Angeles,
California
|
$480K
|
-$13.7K
|
-496
|
-3%
|
|
|
1979
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$479K
|
-$127K
|
-4,609
|
-21%
|
|
|
1980
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$478K
|
-$15.4K
|
-560
|
-3%
|
|
|
1981
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$478K
|
+$81.3K
|
+2,954
|
+21%
|
|
|
1982
|
Ransom Advisory
Providence,
Rhode Island
|
$478K
|
-$3.85K
|
-140
|
-0.8%
|
|
|
1983
|
Paradigm Capital Management Inc
Albany,
New York
|
$476K
|
–
|
–
|
–
|
|
|
1984
|
Adell Harriman & Carpenter
Houston,
Texas
|
$475K
|
-$429K
|
-15,587
|
-48%
|
|
|
1985
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$474K
|
+$64K
|
+2,324
|
+16%
|
|
|
1986
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$474K
|
–
|
–
|
–
|
|
|
1987
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$474K
|
–
|
–
|
–
|
|
|
1988
|
Beaumont Asset Management
Beaumont,
Texas
|
$471K
|
+$464K
|
+16,850
|
New
|
|
|
1989
|
Angeles Investment Advisors
Santa Monica,
California
|
$471K
|
-$100K
|
-3,650
|
-18%
|
|
|
1990
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$470K
|
-$6.58K
|
-239
|
-1%
|
|
|
1991
|
Boston Research & Management
Manchester,
Massachusetts
|
$469K
|
–
|
–
|
–
|
|
|
1992
|
Trillium Asset Management
Boston,
Massachusetts
|
$469K
|
–
|
–
|
–
|
|
|
1993
|
Center for Financial Planning
Southfied,
Michigan
|
$468K
|
-$13.5K
|
-492
|
-3%
|
|
|
1994
|
Orion Investment Company
St. Louis,
Missouri
|
$467K
|
+$460K
|
+16,700
|
New
|
|
|
1995
|
Asset Dedication LLC
San Francisco,
California
|
$467K
|
+$18.4K
|
+669
|
+4%
|
|
|
1996
|
Princeton Capital Management
Red Bank,
New Jersey
|
$467K
|
-$24.6K
|
-895
|
-5%
|
|
|
1997
|
Alpha Family Trust
Los Angeles,
California
|
$466K
|
+$459K
|
+16,670
|
New
|
|
|
1998
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$466K
|
-$887K
|
-32,222
|
-66%
|
|
|
1999
|
Arrow Financial
Glens Falls,
New York
|
$465K
|
-$143K
|
-5,185
|
-24%
|
|
|
2000
|
Fulcrum Equity Management
Plano,
Texas
|
$464K
|
+$10.1K
|
+368
|
+2%
|
|
