|
1976
|
United Bank (Virginia)
Vienna,
Virginia
|
$245K
|
+$236K
|
+2,245
|
New
|
|
|
1977
|
Riverview Trust Company
Vancouver,
Washington
|
$244K
|
–
|
–
|
–
|
|
|
1978
|
Successful Portfolios
Clearwater,
Florida
|
$243K
|
+$210
|
+2
|
+0.1%
|
|
|
1979
|
Mason Investment Advisory Services
Reston,
Virginia
|
$243K
|
–
|
–
|
–
|
|
|
1980
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$242K
|
+$4.62K
|
+44
|
+2%
|
|
|
1981
|
Verition Fund Management
Greenwich,
Connecticut
|
$242K
|
+$233K
|
+2,217
|
New
|
|
|
1982
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$242K
|
+$233K
|
+2,219
|
New
|
|
|
1983
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$241K
|
–
|
–
|
–
|
|
|
1984
|
Legacy Wealth Planning
Reno,
Nevada
|
$241K
|
–
|
–
|
–
|
|
|
1985
|
Kore Private Wealth
New York
|
$241K
|
+$5.78K
|
+55
|
+3%
|
|
|
1986
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$240K
|
-$20.1K
|
-191
|
-8%
|
|
|
1987
|
Boyar Asset Management
New York
|
$240K
|
–
|
–
|
–
|
|
|
1988
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$240K
|
–
|
–
|
–
|
|
|
1989
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$236K
|
+$5.25K
|
+50
|
+2%
|
|
|
1990
|
Biltmore Family Office
Charlotte,
North Carolina
|
$235K
|
–
|
–
|
–
|
|
|
1991
|
Stewart & Patten Company
Lafayette,
California
|
$234K
|
-$34.4K
|
-328
|
-13%
|
|
|
1992
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$234K
|
–
|
–
|
–
|
|
|
1993
|
Front Row Advisors
Tiburon,
California
|
$234K
|
+$945
|
+9
|
+0.4%
|
|
|
1994
|
Well Done LLC
Holland,
Michigan
|
$234K
|
+$43.4K
|
+413
|
+24%
|
|
|
1995
|
Credential Qtrade Securities
Vancouver,
|
$231K
|
-$382K
|
-3,640
|
-63%
|
|
|
1996
|
Quest Investment Management
Lake Oswego,
Oregon
|
$230K
|
-$35.3K
|
-336
|
-14%
|
|
|
1997
|
Oxford Financial Group
Carmel,
Indiana
|
$230K
|
-$29K
|
-276
|
-12%
|
|
|
1998
|
CGN Advisors
Manhattan,
Kansas
|
$230K
|
-$12.8K
|
-122
|
-5%
|
|
|
1999
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$228K
|
–
|
–
|
–
|
|
|
2000
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$228K
|
+$840
|
+8
|
+0.4%
|
|
