|
1976
|
Humankind Investments
New York
|
$501K
|
+$467K
|
+1,347
|
New
|
|
|
1977
|
Iron Horse Wealth Management
Johston,
Iowa
|
$500K
|
–
|
–
|
–
|
|
|
1978
|
SFMG Wealth Advisors
Plano,
Texas
|
$498K
|
+$5.2K
|
+15
|
+1%
|
|
|
1979
|
ACG Wealth
Atlanta,
Georgia
|
$497K
|
-$456K
|
-1,315
|
-50%
|
|
|
1980
|
Buckhead Capital Management
Atlanta,
Georgia
|
$496K
|
-$133K
|
-385
|
-22%
|
|
|
1981
|
CFM Wealth Partners
Austin,
Texas
|
$496K
|
-$67.6K
|
-195
|
-13%
|
|
|
1982
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$496K
|
–
|
–
|
–
|
|
|
1983
|
Farmers National Bank
Danville,
Kentucky
|
$495K
|
+$347
|
+1
|
+0.1%
|
|
|
1984
|
ETF Managers Group
Summit,
New Jersey
|
$494K
|
+$72.4K
|
+209
|
+19%
|
|
|
1985
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$492K
|
+$23.6K
|
+68
|
+5%
|
|
|
1986
|
Bank OZK
Little Rock,
Arkansas
|
$491K
|
–
|
–
|
–
|
|
|
1987
|
Merit Financial Group
Alpharetta,
Georgia
|
$488K
|
-$39.8K
|
-115
|
-8%
|
|
|
1988
|
PrairieView Partners
St. Paul,
Minnesota
|
$487K
|
-$94.2K
|
-272
|
-17%
|
|
|
1989
|
HUB Investment Partners
Austin,
Texas
|
$485K
|
+$452K
|
+1,304
|
New
|
|
|
1990
|
Armbruster Capital Management
Pittsford,
New York
|
$484K
|
–
|
–
|
–
|
|
|
1991
|
WealthBridge Capital Management
Westerville,
Ohio
|
$483K
|
+$20.8K
|
+60
|
+5%
|
|
|
1992
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$481K
|
+$4.85K
|
+14
|
+1%
|
|
|
1993
|
Country Trust Bank
Bloomington,
Illinois
|
$479K
|
-$20.8K
|
-60
|
-4%
|
|
|
1994
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$479K
|
–
|
–
|
–
|
|
|
1995
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
$478K
|
+$446K
|
+1,286
|
New
|
|
|
1996
|
Fortis Capital Management
Bellevue,
Washington
|
$475K
|
-$2.11M
|
-6,085
|
-83%
|
|
|
1997
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$475K
|
+$5.54K
|
+16
|
+1%
|
|
|
1998
|
Strategy Asset Managers
Pasadena,
California
|
$474K
|
-$121K
|
-349
|
-21%
|
|
|
1999
|
Cabot Wealth Management
Salem,
Massachusetts
|
$474K
|
+$441K
|
+1,273
|
New
|
|
|
2000
|
Capstone Investment Advisors
New York
|
$474K
|
+$441K
|
+1,273
|
New
|
|
