|
1976
|
Zhang Financial
Portage,
Michigan
|
$284K
|
-$37.9K
|
-1,529
|
-10%
|
|
|
1977
|
LeClair Wealth Partners
Dublin,
Ohio
|
$284K
|
+$340K
|
+13,711
|
New
|
|
|
1978
|
Carter Financial Group
Barrington,
Illinois
|
$282K
|
+$8.74K
|
+352
|
+3%
|
|
|
1979
|
Saxony Capital Management
St. Louis,
Missouri
|
$282K
|
–
|
–
|
–
|
|
|
1980
|
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
|
$282K
|
-$350K
|
-14,089
|
-51%
|
|
|
1981
|
J.M. Arbour
Gardiner,
Maine
|
$282K
|
+$63.4K
|
+2,555
|
+23%
|
|
|
1982
|
|
$282K
|
+$1.86K
|
+75
|
+0.6%
|
|
|
1983
|
Disciplined Investors
Waco,
Texas
|
$282K
|
-$1.51K
|
-61
|
-0.4%
|
|
|
1984
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$282K
|
+$3.33K
|
+134
|
+1%
|
|
|
1985
|
Aviso Wealth Management
Bellevue,
Washington
|
$281K
|
-$62.5K
|
-2,519
|
-16%
|
|
|
1986
|
Sweeney & Michel
Chico,
California
|
$281K
|
-$19.7K
|
-795
|
-6%
|
|
|
1987
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$281K
|
+$7.35K
|
+296
|
+2%
|
|
|
1988
|
LongView Wealth Management
Atlanta,
Georgia
|
$281K
|
-$464K
|
-18,680
|
-58%
|
|
|
1989
|
EntryPoint Capital
New York
|
$281K
|
-$262K
|
-10,564
|
-44%
|
|
|
1990
|
Investment Partners
New Philadelphia,
Ohio
|
$280K
|
+$397
|
+16
|
+0.1%
|
|
|
1991
|
Spirepoint Private Client
Vero Beach,
Florida
|
$280K
|
-$16K
|
-643
|
-5%
|
|
|
1992
|
Berman McAleer
Timonium,
Maryland
|
$280K
|
+$4.79K
|
+193
|
+1%
|
|
|
1993
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$280K
|
-$3.62K
|
-146
|
-1%
|
|
|
1994
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$278K
|
+$4.64K
|
+187
|
+1%
|
|
|
1995
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$278K
|
+$84K
|
+3,383
|
+34%
|
|
|
1996
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$278K
|
-$38.6K
|
-1,554
|
-10%
|
|
|
1997
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$278K
|
+$4.37K
|
+176
|
+1%
|
|
|
1998
|
Sagewood Asset Management
New York
|
$277K
|
-$88.4K
|
-3,561
|
-21%
|
|
|
1999
|
Matthew Hamilton Rosenberg
|
$276K
|
+$127K
|
+5,121
|
+62%
|
|
|
2000
|
ClearBridge Investments
New York
|
$276K
|
+$4.96K
|
+200
|
+2%
|
|
