|
1976
|
New England Research & Management
Chicago,
Illinois
|
$467K
|
–
|
–
|
–
|
|
|
1977
|
First Command Bank
Fort Worth,
Texas
|
$467K
|
+$9.6K
|
+38
|
+2%
|
|
|
1978
|
First Command Financial Services
Fort Worth,
Texas
|
$467K
|
+$9.6K
|
+38
|
+2%
|
|
|
1979
|
Redwood Investment Management
Scottsdale,
Arizona
|
$467K
|
+$80K
|
+317
|
+20%
|
|
|
1980
|
Corundum Group
Colorado Springs,
Colorado
|
$466K
|
-$10.9K
|
-43
|
-2%
|
|
|
1981
|
Perritt Capital Management
Chicago,
Illinois
|
$465K
|
-$434K
|
-1,719
|
-47%
|
|
|
1982
|
AssetMark Inc
Concord,
California
|
$465K
|
+$35.6K
|
+141
|
+8%
|
|
|
1983
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$461K
|
-$505
|
-2
|
-0.1%
|
|
|
1984
|
D'Orazio & Associates
Falls Church,
Virginia
|
$461K
|
–
|
–
|
–
|
|
|
1985
|
Rockland Trust
Hanover,
Massachusetts
|
$461K
|
+$43.7K
|
+173
|
+10%
|
|
|
1986
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$461K
|
+$147K
|
+584
|
+44%
|
|
|
1987
|
Fiduciary Group
Savannah,
Georgia
|
$461K
|
+$177K
|
+699
|
+66%
|
|
|
1988
|
Edge Capital Group
Atlanta,
Georgia
|
$460K
|
+$33.8K
|
+134
|
+8%
|
|
|
1989
|
Golden State Wealth Management
Santa Ana,
California
|
$458K
|
-$93.7K
|
-371
|
-16%
|
|
|
1990
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$458K
|
+$171K
|
+679
|
+56%
|
|
|
1991
|
Pinion Investment Advisors
Wichita,
Kansas
|
$456K
|
+$48.7K
|
+193
|
+11%
|
|
|
1992
|
Modus Advisors
Excelsior,
Minnesota
|
$455K
|
+$256K
|
+1,014
|
+118%
|
|
|
1993
|
Willis Johnson & Associates
Houston,
Texas
|
$454K
|
–
|
–
|
–
|
|
|
1994
|
Choreo LLC
Rockford,
Illinois
|
$453K
|
-$48K
|
-190
|
-9%
|
|
|
1995
|
Summit Global Investments
Bountiful,
Utah
|
$453K
|
+$471K
|
+1,865
|
New
|
|
|
1996
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$452K
|
-$25.3K
|
-100
|
-5%
|
|
|
1997
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$452K
|
+$140K
|
+555
|
+42%
|
|
|
1998
|
Perpetual Investment Management
Sydney,
Australia
|
$450K
|
+$50.5K
|
+200
|
+12%
|
|
|
1999
|
Garner Asset Management Corp
Plano,
Texas
|
$449K
|
-$50.5K
|
-200
|
-10%
|
|
|
2000
|
Chartist Inc
Seal Beach,
California
|
$449K
|
-$22.2K
|
-88
|
-5%
|
|
