|
1976
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$41.5K
|
–
|
–
|
–
|
|
|
1977
|
SOA Wealth Advisors
New York
|
$41K
|
+$2.22K
|
+26
|
+6%
|
|
|
1978
|
Bellwether Advisors
Lincoln,
Nebraska
|
$40K
|
+$16.7K
|
+195
|
+72%
|
|
|
1979
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$40K
|
+$39.4K
|
+461
|
New
|
|
|
1980
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$36K
|
–
|
–
|
–
|
|
|
1981
|
McIlrath & Eck
Arlington,
Washington
|
$36K
|
+$86
|
+1
|
+0.2%
|
|
|
1982
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$35.2K
|
-$29.9K
|
-350
|
-46%
|
|
|
1983
|
Versant Capital Management
Phoenix,
Arizona
|
$35K
|
-$13.2K
|
-154
|
-27%
|
|
|
1984
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$35K
|
+$34.8K
|
+407
|
New
|
|
|
1985
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$32K
|
+$86
|
+1
|
+0.3%
|
|
|
1986
|
Harvest Fund Management
Beijing,
China
|
$32K
|
+$16.5K
|
+193
|
+104%
|
|
|
1987
|
Financial Perspectives
Minneapolis,
Minnesota
|
$31.1K
|
-$2.4K
|
-28
|
-7%
|
|
|
1988
|
Lee Financial
Dallas,
Texas
|
$31K
|
+$7.18K
|
+84
|
+30%
|
|
|
1989
|
Red Tortoise LLC
Atlanta,
Georgia
|
$31K
|
+$31.6K
|
+370
|
New
|
|
|
1990
|
Kessler Investment Group
Columbus,
Indiana
|
$30K
|
–
|
–
|
–
|
|
|
1991
|
Professional Financial Advisors
North Platte,
Nebraska
|
$30K
|
–
|
–
|
–
|
|
|
1992
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$28K
|
–
|
–
|
–
|
|
|
1993
|
Resolute Advisors
San Francisco,
California
|
$28K
|
–
|
–
|
–
|
|
|
1994
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$27K
|
+$171
|
+2
|
+0.6%
|
|
|
1995
|
Financial Management Professionals
Austin,
Texas
|
$27K
|
+$257
|
+3
|
+1%
|
|
|
1996
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$26K
|
–
|
–
|
–
|
|
|
1997
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$25K
|
+$2.05K
|
+24
|
+9%
|
|
|
1998
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$23K
|
-$3.33K
|
-39
|
-13%
|
|
|
1999
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$23K
|
–
|
–
|
–
|
|
|
2000
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
