|
1976
|
Spirit of America Management Corp
Syosset,
New York
|
$181K
|
–
|
–
|
–
|
|
|
1977
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$178K
|
+$14.8K
|
+170
|
+9%
|
|
|
1978
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$175K
|
+$178K
|
+2,039
|
New
|
|
|
1979
|
Trust Company
Manhattan,
Kansas
|
$172K
|
-$68K
|
-780
|
-28%
|
|
|
1980
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$171K
|
+$523
|
+6
|
+0.3%
|
|
|
1981
|
Eagle Bay Advisors
New York
|
$170K
|
-$117K
|
-1,340
|
-40%
|
|
|
1982
|
Meridiem Investment Management
London,
United Kingdom
|
$170K
|
–
|
–
|
–
|
|
|
1983
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$169K
|
+$171K
|
+1,964
|
New
|
|
|
1984
|
Silvant Capital Management
Atlanta,
Georgia
|
$168K
|
–
|
–
|
–
|
|
|
1985
|
Bellevue Asset Management
Bellevue,
Washington
|
$167K
|
–
|
–
|
–
|
|
|
1986
|
|
$166K
|
-$16.1K
|
-185
|
-9%
|
|
|
1987
|
Avion Wealth
The Woodlands,
Texas
|
$165K
|
–
|
–
|
–
|
|
|
1988
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$165K
|
+$174
|
+2
|
+0.1%
|
|
|
1989
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$162K
|
+$8.28K
|
+95
|
+5%
|
|
|
1990
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$160K
|
-$3.75K
|
-43
|
-2%
|
|
|
1991
|
First Personal Financial Services
Charlotte,
North Carolina
|
$159K
|
+$349
|
+4
|
+0.2%
|
|
|
1992
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$157K
|
-$36.5K
|
-419
|
-19%
|
|
|
1993
|
Rock Creek Group
Washington,
District of Columbia
|
$154K
|
+$17.3K
|
+199
|
+13%
|
|
|
1994
|
Signet Financial Management
Parsippany,
New Jersey
|
$152K
|
+$154K
|
+1,769
|
New
|
|
|
1995
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$151K
|
+$153K
|
+1,758
|
New
|
|
|
1996
|
CKW Financial Group
Honolulu,
Hawaii
|
$150K
|
-$8.71K
|
-100
|
-5%
|
|
|
1997
|
KB Financial Partners
Princeton,
New Jersey
|
$150K
|
+$152K
|
+1,743
|
New
|
|
|
1998
|
Clean Yield Group
Norwich,
Vermont
|
$149K
|
-$101K
|
-1,158
|
-40%
|
|
|
1999
|
Creative Financial Designs
Kokomo,
Indiana
|
$149K
|
+$174
|
+2
|
+0.1%
|
|
|
2000
|
Arax Advisory Partners
Denver,
Colorado
|
$149K
|
+$75.9K
|
+871
|
+101%
|
|
