|
1976
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$17K
|
–
|
–
|
–
|
|
|
1977
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$17K
|
+$10K
|
+50
|
+161%
|
|
|
1978
|
Moser Wealth Advisors
Bellevue,
Washington
|
$16K
|
–
|
–
|
–
|
|
|
1979
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$16K
|
+$15K
|
+75
|
New
|
|
|
1980
|
Ford Financial Group
Fresno,
California
|
$16K
|
+$16K
|
+80
|
New
|
|
|
1981
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$15K
|
-$37K
|
-185
|
-73%
|
|
|
1982
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
1983
|
Elmwood Wealth Management
Berkeley,
California
|
$14K
|
–
|
–
|
–
|
|
|
1984
|
Centerpoint Advisors
Needham,
Massachusetts
|
$12K
|
–
|
–
|
–
|
|
|
1985
|
Disciplined Investments
Tulsa,
Oklahoma
|
$12K
|
–
|
–
|
–
|
|
|
1986
|
SRH Advisors
Salina,
Kansas
|
$12K
|
–
|
–
|
–
|
|
|
1987
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$11K
|
–
|
–
|
–
|
|
|
1988
|
True Link Financial Advisors
San Francisco,
California
|
$11K
|
+$10.2K
|
+51
|
New
|
|
|
1989
|
Endurance Wealth Management
Providence,
Rhode Island
|
$10K
|
–
|
–
|
–
|
|
|
1990
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
1991
|
Winch Advisory Services
Appleton,
Wisconsin
|
$9K
|
–
|
–
|
–
|
|
|
1992
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$8K
|
+$200
|
+1
|
+3%
|
|
|
1993
|
Retirement Group
San Diego,
California
|
$8K
|
+$8K
|
+40
|
New
|
|
|
1994
|
Altshuler Shaham
Tel Aviv,
Israel
|
$7K
|
-$1.4K
|
-7
|
-17%
|
|
|
1995
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
1996
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$6K
|
+$6.2K
|
+31
|
New
|
|
|
1997
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$5.36K
|
–
|
–
|
–
|
|
|
1998
|
Red Cedar Capital
Omaha,
Nebraska
|
$5K
|
-$17K
|
-85
|
-79%
|
|
|
1999
|
Tortoise Investment Management
White Plains,
New York
|
$5K
|
-$10K
|
-50
|
-66%
|
|
|
2000
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$5K
|
-$400
|
-2
|
-8%
|
|
