|
1976
|
Aristotle Capital Management
Los Angeles,
California
|
$412K
|
-$18.1K
|
-75
|
-4%
|
|
|
1977
|
Pacifica Partners
Surrey,
Canada
|
$412K
|
-$3.61K
|
-15
|
-0.8%
|
|
|
1978
|
Quantum Private Wealth
Tampa,
Florida
|
$411K
|
-$86.7K
|
-360
|
-17%
|
|
|
1979
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$410K
|
+$41.6K
|
+173
|
+11%
|
|
|
1980
|
|
$409K
|
–
|
–
|
–
|
|
|
1981
|
Northside Capital Management
Hood River,
Oregon
|
$409K
|
–
|
–
|
–
|
|
|
1982
|
Leonteq Securities AG
Zurich,
Switzerland
|
$408K
|
-$16.4K
|
-68
|
-4%
|
|
|
1983
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$408K
|
+$75.6K
|
+314
|
+22%
|
|
|
1984
|
PCG Asset Management
Gladstone,
New Jersey
|
$408K
|
-$3.61K
|
-15
|
-0.9%
|
|
|
1985
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$407K
|
-$1.44K
|
-6
|
-0.3%
|
|
|
1986
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$406K
|
-$47.7K
|
-198
|
-10%
|
|
|
1987
|
Live Oak Investment Partners
Austin,
Texas
|
$406K
|
+$414K
|
+1,720
|
New
|
|
|
1988
|
First National Corp
Rockland,
Massachusetts
|
$406K
|
+$69.1K
|
+287
|
+20%
|
|
|
1989
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$405K
|
+$4.09K
|
+17
|
+1%
|
|
|
1990
|
Waddell & Associates
Memphis,
Tennessee
|
$404K
|
-$45K
|
-187
|
-10%
|
|
|
1991
|
David Wealth Management
Fairfax,
Virginia
|
$404K
|
–
|
–
|
–
|
|
|
1992
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$404K
|
+$7.46K
|
+31
|
+2%
|
|
|
1993
|
Encompass Wealth Advisors
Portland,
Oregon
|
$403K
|
–
|
–
|
–
|
|
|
1994
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$402K
|
-$309K
|
-1,283
|
-43%
|
|
|
1995
|
AGH Wealth Advisors
Wichita,
Kansas
|
$402K
|
+$14K
|
+58
|
+4%
|
|
|
1996
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$402K
|
–
|
–
|
–
|
|
|
1997
|
Transatlantique Private Wealth
New York
|
$402K
|
–
|
–
|
–
|
|
|
1998
|
Liberty Wealth Management
Oakland,
California
|
$401K
|
+$241
|
+1
|
+0.1%
|
|
|
1999
|
Rossby Financial
Melbourne,
Florida
|
$400K
|
+$220K
|
+912
|
+95%
|
|
|
2000
|
Hohimer Wealth Management
Seattle,
Washington
|
$399K
|
+$44.8K
|
+186
|
+12%
|
|
