|
1976
|
Cedar Wealth Management
Walnut Creek,
California
|
$233K
|
–
|
–
|
–
|
|
|
1977
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$233K
|
–
|
–
|
–
|
|
|
1978
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$233K
|
-$41.7K
|
-431
|
-14%
|
|
|
1979
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$233K
|
–
|
–
|
–
|
|
|
1980
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$233K
|
+$20.3K
|
+210
|
+9%
|
|
|
1981
|
Traveka Wealth
Los Altos,
California
|
$232K
|
+$46.8K
|
+484
|
+23%
|
|
|
1982
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$232K
|
-$164K
|
-1,693
|
-40%
|
|
|
1983
|
Horizon Wealth Management
La Grange,
Illinois
|
$232K
|
+$1.16K
|
+12
|
+0.5%
|
|
|
1984
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$229K
|
+$11.3K
|
+117
|
+5%
|
|
|
1985
|
Umpqua Bank
Lake Oswego,
Oregon
|
$229K
|
+$238K
|
+2,463
|
New
|
|
|
1986
|
|
$229K
|
-$11.6K
|
-120
|
-5%
|
|
|
1987
|
ESL Trust Services
Rochester,
New York
|
$228K
|
+$242K
|
+2,500
|
New
|
|
|
1988
|
Cook Wealth
Raleigh,
North Carolina
|
$227K
|
+$1.74K
|
+18
|
+0.8%
|
|
|
1989
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$227K
|
-$180K
|
-1,856
|
-43%
|
|
|
1990
|
AGH Wealth Advisors
Wichita,
Kansas
|
$227K
|
+$240K
|
+2,483
|
New
|
|
|
1991
|
Atala Financial
Calabasas,
California
|
$226K
|
+$240K
|
+2,481
|
New
|
|
|
1992
|
Schnieders Capital Management
Pasadena,
California
|
$226K
|
-$49.3K
|
-510
|
-17%
|
|
|
1993
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$226K
|
+$240K
|
+2,480
|
New
|
|
|
1994
|
Emerald Advisors
Bellevue,
Washington
|
$226K
|
-$5.9K
|
-61
|
-2%
|
|
|
1995
|
Rice Hall James & Associates
San Diego,
California
|
$225K
|
–
|
–
|
–
|
|
|
1996
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$225K
|
-$242K
|
-2,500
|
-50%
|
|
|
1997
|
Childress Capital Advisors
Houston,
Texas
|
$224K
|
-$26.2K
|
-271
|
-10%
|
|
|
1998
|
Strategic Advisors
New York
|
$224K
|
-$24.8K
|
-256
|
-9%
|
|
|
1999
|
Dunhill Financial
London,
United Kingdom
|
$224K
|
+$8.51K
|
+88
|
+4%
|
|
|
2000
|
Grand Jean Capital Management
San Francisco,
California
|
$223K
|
+$193
|
+2
|
+0.1%
|
|
