|
1976
|
Center for Financial Planning
Southfied,
Michigan
|
$303K
|
+$34K
|
+1,838
|
+12%
|
|
|
1977
|
Golden State Wealth Management
Santa Ana,
California
|
$301K
|
-$142K
|
-7,666
|
-31%
|
|
|
1978
|
CNB Bank
Clearfield,
Pennsylvania
|
$301K
|
-$17.1K
|
-925
|
-5%
|
|
|
1979
|
Matthew Hamilton Rosenberg
|
$301K
|
+$109K
|
+5,905
|
+54%
|
|
|
1980
|
Investment Advisory Group
Hanover,
Massachusetts
|
$300K
|
-$9.73K
|
-526
|
-3%
|
|
|
1981
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$300K
|
+$287K
|
+15,520
|
+1,191%
|
|
|
1982
|
Waverton Investment Management
London,
United Kingdom
|
$300K
|
+$311K
|
+16,836
|
New
|
|
|
1983
|
Madison Asset Management
Madison,
Wisconsin
|
$299K
|
-$23.6K
|
-1,274
|
-7%
|
|
|
1984
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$299K
|
–
|
–
|
–
|
|
|
1985
|
Meridian Financial Partners
Warrenton,
Virginia
|
$299K
|
+$91.9K
|
+4,969
|
+42%
|
|
|
1986
|
Source Financial Advisors
New York
|
$298K
|
+$16.2K
|
+876
|
+6%
|
|
|
1987
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$298K
|
+$19.2K
|
+1,040
|
+7%
|
|
|
1988
|
|
$298K
|
+$92.1K
|
+4,976
|
+42%
|
|
|
1989
|
American Financial Advisors
Marietta,
Georgia
|
$296K
|
+$1.17K
|
+63
|
+0.4%
|
|
|
1990
|
Northwest Wealth Management
Spencer,
Iowa
|
$296K
|
+$27.4K
|
+1,482
|
+10%
|
|
|
1991
|
Great Lakes Advisors
Chicago,
Illinois
|
$296K
|
+$307K
|
+16,594
|
New
|
|
|
1992
|
D'Orazio & Associates
Falls Church,
Virginia
|
$295K
|
-$15.4K
|
-833
|
-5%
|
|
|
1993
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$295K
|
–
|
–
|
–
|
|
|
1994
|
Mission Creek Capital Partners
San Francisco,
California
|
$294K
|
-$42.1K
|
-2,273
|
-12%
|
|
|
1995
|
Great Diamond Partners
Portland,
Maine
|
$294K
|
-$981
|
-53
|
-0.3%
|
|
|
1996
|
Childress Capital Advisors
Houston,
Texas
|
$293K
|
+$35.8K
|
+1,937
|
+13%
|
|
|
1997
|
Bailard
Foster City,
California
|
$293K
|
+$48.8K
|
+2,640
|
+19%
|
|
|
1998
|
Angeles Investment Advisors
Santa Monica,
California
|
$292K
|
-$40.8K
|
-2,204
|
-12%
|
|
|
1999
|
Windsor Capital Management
Phoenix,
Arizona
|
$292K
|
-$36.2K
|
-1,955
|
-11%
|
|
|
2000
|
VeraBank
Henderson,
Texas
|
$292K
|
-$19K
|
-1,026
|
-6%
|
|
