|
1976
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$285K
|
–
|
–
|
–
|
|
|
1977
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$284K
|
-$40K
|
-75
|
-12%
|
|
|
1978
|
Private Portfolio Partners
Paramus,
New Jersey
|
$283K
|
+$6.93K
|
+13
|
+2%
|
|
|
1979
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$283K
|
+$298K
|
+559
|
New
|
|
|
1980
|
Physician Wealth Advisors
Midvale,
Utah
|
$283K
|
+$12.8K
|
+24
|
+4%
|
|
|
1981
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$282K
|
-$40K
|
-75
|
-12%
|
|
|
1982
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$281K
|
–
|
–
|
–
|
|
|
1983
|
Platform Technology Partners
New York
|
$281K
|
+$296K
|
+555
|
New
|
|
|
1984
|
Texas Capital Bancshares
Dallas,
Texas
|
$281K
|
+$533
|
+1
|
+0.2%
|
|
|
1985
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$281K
|
-$8.53K
|
-16
|
-3%
|
|
|
1986
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$279K
|
+$32.5K
|
+61
|
+11%
|
|
|
1987
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$278K
|
-$4.8K
|
-9
|
-2%
|
|
|
1988
|
Clifford Group
Wayland,
Massachusetts
|
$277K
|
-$3.73K
|
-7
|
-1%
|
|
|
1989
|
West Paces Advisors
Atlanta,
Georgia
|
$276K
|
-$39.4K
|
-74
|
-12%
|
|
|
1990
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$276K
|
+$291K
|
+546
|
New
|
|
|
1991
|
Lesa Sroufe & Co
Seattle,
Washington
|
$276K
|
–
|
–
|
–
|
|
|
1992
|
Valley Wealth Managers
Paramus,
New Jersey
|
$275K
|
+$8.53K
|
+16
|
+3%
|
|
|
1993
|
Crumly & Associates
Springfield,
Illinois
|
$273K
|
-$204K
|
-383
|
-41%
|
|
|
1994
|
Lazard Frères Gestion
Paris,
France
|
$273K
|
–
|
–
|
–
|
|
|
1995
|
American National Bank & Trust
Wichita Falls,
Texas
|
$273K
|
+$3.2K
|
+6
|
+1%
|
|
|
1996
|
Chemung Canal Trust
Elmira,
New York
|
$273K
|
+$15.5K
|
+29
|
+6%
|
|
|
1997
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$270K
|
-$53.8K
|
-101
|
-16%
|
|
|
1998
|
CoreCap Advisors
Southfield,
Michigan
|
$269K
|
+$24K
|
+45
|
+9%
|
|
|
1999
|
SimplyRich
Carlsbad,
California
|
$269K
|
–
|
–
|
–
|
|
|
2000
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$269K
|
+$21.8K
|
+41
|
+8%
|
|
