|
1976
|
Rafferty Asset Management
New York
|
$435K
|
+$15.8K
|
+596
|
+4%
|
|
|
1977
|
AtlasMark Financial
Austin,
Texas
|
$431K
|
+$400K
|
+15,096
|
New
|
|
|
1978
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$429K
|
-$35.1K
|
-1,324
|
-8%
|
|
|
1979
|
VeraBank
Henderson,
Texas
|
$429K
|
–
|
–
|
–
|
|
|
1980
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$429K
|
+$424
|
+16
|
+0.1%
|
|
|
1981
|
Van Strum & Towne
San Francisco,
California
|
$428K
|
–
|
–
|
–
|
|
|
1982
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$427K
|
-$10.5K
|
-397
|
-3%
|
|
|
1983
|
Marietta Wealth Management
Marietta,
Georgia
|
$426K
|
-$91.2K
|
-3,443
|
-19%
|
|
|
1984
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$426K
|
-$2.23K
|
-84
|
-0.6%
|
|
|
1985
|
Goodman Financial
Houston,
Texas
|
$426K
|
–
|
–
|
–
|
|
|
1986
|
Middleton & Co
Boston,
Massachusetts
|
$426K
|
+$17.3K
|
+653
|
+5%
|
|
|
1987
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$425K
|
+$2.46K
|
+93
|
+0.6%
|
|
|
1988
|
IPG Investment Advisors
San Diego,
California
|
$425K
|
-$49.8K
|
-1,880
|
-11%
|
|
|
1989
|
Affiance Financial
St. Louis Park,
Minnesota
|
$423K
|
-$23.7K
|
-894
|
-6%
|
|
|
1990
|
Westover Capital Advisors
Wilmington,
Delaware
|
$423K
|
+$25.9K
|
+977
|
+7%
|
|
|
1991
|
Doliver Advisors
Houston,
Texas
|
$421K
|
-$1.51K
|
-57
|
-0.4%
|
|
|
1992
|
IMA Advisory Services
Denver,
Colorado
|
$421K
|
–
|
–
|
–
|
|
|
1993
|
DeDora Capital
Napa,
California
|
$420K
|
+$54.4K
|
+2,055
|
+16%
|
|
|
1994
|
KCS Wealth Advisory
Los Angeles,
California
|
$419K
|
-$65K
|
-2,454
|
-14%
|
|
|
1995
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$418K
|
-$19K
|
-717
|
-5%
|
|
|
1996
|
Selective Wealth Management
Forest,
Virginia
|
$417K
|
-$124K
|
-4,688
|
-24%
|
|
|
1997
|
Univest Financial
Souderton,
Pennsylvania
|
$414K
|
-$390K
|
-14,734
|
-50%
|
|
|
1998
|
Larson Financial Group
St Louis,
Missouri
|
$411K
|
+$49.3K
|
+1,862
|
+15%
|
|
|
1999
|
High Falls Advisors
Rochester,
New York
|
$410K
|
+$15.5K
|
+585
|
+4%
|
|
|
2000
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$409K
|
+$4.61K
|
+174
|
+1%
|
|
