|
1976
|
Hills Bank & Trust
North Liberty,
Iowa
|
$392K
|
-$43.3K
|
-1,939
|
-10%
|
|
|
1977
|
Lindbrook Capital
Calabasas,
California
|
$392K
|
-$42.5K
|
-1,900
|
-9%
|
|
|
1978
|
|
$392K
|
–
|
–
|
–
|
|
|
1979
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$392K
|
+$3.75K
|
+168
|
+0.9%
|
|
|
1980
|
Harrington Investments
Napa,
California
|
$391K
|
-$48.2K
|
-2,157
|
-11%
|
|
|
1981
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$390K
|
+$1.7K
|
+76
|
+0.4%
|
|
|
1982
|
Trust Company of Kansas
Wichita,
Kansas
|
$388K
|
+$14K
|
+625
|
+4%
|
|
|
1983
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$388K
|
+$38.1K
|
+1,707
|
+10%
|
|
|
1984
|
Holt Capital Partners
Fort Worth,
Texas
|
$386K
|
-$62.9K
|
-2,813
|
-14%
|
|
|
1985
|
Clear Perspective Advisors
Aurora,
Illinois
|
$386K
|
-$9.63K
|
-431
|
-1%
|
|
|
1986
|
Sutton Wealth Advisors
Tampa,
Florida
|
$385K
|
-$112
|
-5
|
-0%
|
|
|
1987
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$385K
|
–
|
–
|
–
|
|
|
1988
|
Wedge Capital Management
Charlotte,
North Carolina
|
$384K
|
-$2.26K
|
-101
|
-0.6%
|
|
|
1989
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$383K
|
+$15.4K
|
+687
|
+4%
|
|
|
1990
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$383K
|
+$74K
|
+3,310
|
+23%
|
|
|
1991
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$382K
|
-$404K
|
-18,079
|
-51%
|
|
|
1992
|
First Citizens Financial Corp
Mason City,
Iowa
|
$382K
|
-$3.46K
|
-155
|
-0.9%
|
|
|
1993
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$381K
|
–
|
–
|
–
|
|
|
1994
|
Winfield Associates
Cleveland,
Ohio
|
$381K
|
+$135K
|
+6,057
|
+52%
|
|
|
1995
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$379K
|
-$105K
|
-4,703
|
-21%
|
|
|
1996
|
Hoertkorn Richard Charles
|
$379K
|
+$53.3K
|
+2,383
|
+16%
|
|
|
1997
|
Financial Advisors Network
Tustin,
California
|
$378K
|
-$3.87K
|
-173
|
-1%
|
|
|
1998
|
Chemung Canal Trust
Elmira,
New York
|
$378K
|
–
|
–
|
–
|
|
|
1999
|
Bellevue Asset Management
Bellevue,
Washington
|
$378K
|
+$34.7K
|
+1,551
|
+10%
|
|
|
2000
|
Rainier Group Investment Advisory
Bellevue,
Washington
|
$378K
|
+$66.7K
|
+2,986
|
+20%
|
|
