|
1976
|
Central Bank & Trust
Lexington,
Kentucky
|
$52K
|
-$2.19K
|
-30
|
-4%
|
|
|
1977
|
Tarbox Family Office
Newport Beach,
California
|
$51K
|
–
|
–
|
–
|
|
|
1978
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$49.9K
|
+$47.1K
|
+646
|
New
|
|
|
1979
|
Investors Research Corp
Atlanta,
Georgia
|
$49K
|
-$51.1K
|
-700
|
-53%
|
|
|
1980
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$47K
|
+$44K
|
+603
|
New
|
|
|
1981
|
Sierra Capital
Miami,
Florida
|
$47K
|
+$44.8K
|
+614
|
New
|
|
|
1982
|
IMA Advisory Services
Denver,
Colorado
|
$46K
|
-$1.45M
|
-19,930
|
-97%
|
|
|
1983
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$46K
|
-$3.65K
|
-50
|
-8%
|
|
|
1984
|
ADE LLC
Baltimore,
Maryland
|
$45K
|
-$3.79K
|
-52
|
-8%
|
|
|
1985
|
Credential Qtrade Securities
Vancouver,
|
$44.9K
|
–
|
–
|
–
|
|
|
1986
|
Centerpoint Advisors
Needham,
Massachusetts
|
$44K
|
–
|
–
|
–
|
|
|
1987
|
Solstein Capital
Menlo Park,
California
|
$43K
|
+$40.3K
|
+552
|
New
|
|
|
1988
|
Front Row Advisors
Tiburon,
California
|
$41K
|
+$657
|
+9
|
+2%
|
|
|
1989
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$39K
|
-$21.9K
|
-300
|
-37%
|
|
|
1990
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$39K
|
–
|
–
|
–
|
|
|
1991
|
Canton Hathaway
Providence,
Rhode Island
|
$39K
|
–
|
–
|
–
|
|
|
1992
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$39K
|
–
|
–
|
–
|
|
|
1993
|
Perennial Advisors
New York
|
$39K
|
+$13.6K
|
+186
|
+57%
|
|
|
1994
|
Country Trust Bank
Bloomington,
Illinois
|
$38K
|
-$13.8K
|
-189
|
-28%
|
|
|
1995
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$38K
|
+$9.2K
|
+126
|
+34%
|
|
|
1996
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$38K
|
+$36.3K
|
+498
|
New
|
|
|
1997
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$36.5K
|
-$547K
|
-7,500
|
-2%
|
|
|
1998
|
Janiczek Wealth Management
Denver,
Colorado
|
$35K
|
-$365
|
-5
|
-1%
|
|
|
1999
|
American International Group
New York
|
$34.7K
|
-$2.79M
|
-38,225
|
-8%
|
|
|
2000
|
SOA Wealth Advisors
New York
|
$34K
|
-$1.31K
|
-18
|
-4%
|
|
