|
1976
|
Stephenson & Company
San Clemente,
California
|
$201K
|
+$206K
|
+838
|
New
|
|
|
1977
|
Yeomans Consulting Group
Marietta,
Georgia
|
$201K
|
+$206K
|
+837
|
New
|
|
|
1978
|
Helium Advisors
Everett,
Washington
|
$201K
|
+$206K
|
+837
|
New
|
|
|
1979
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$201K
|
+$205K
|
+835
|
New
|
|
|
1980
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$201K
|
+$205K
|
+835
|
New
|
|
|
1981
|
|
$200K
|
+$205K
|
+833
|
New
|
|
|
1982
|
Northwest Bank & Trust
Davenport,
Iowa
|
$199K
|
-$1.97K
|
-8
|
-1%
|
|
|
1983
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
$196K
|
-$38.9K
|
-158
|
-16%
|
|
|
1984
|
Teachers Insurance & Annuity Association of America
New York
|
$195K
|
–
|
–
|
–
|
|
|
1985
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$193K
|
+$3.1M
|
+12,618
|
New
|
|
|
1986
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$192K
|
+$197K
|
+800
|
New
|
|
|
1987
|
LRI Investments
Palm Beach Gardens,
Florida
|
$190K
|
–
|
–
|
–
|
|
|
1988
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$189K
|
–
|
–
|
–
|
|
|
1989
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$186K
|
-$24.6K
|
-100
|
-11%
|
|
|
1990
|
Rakuten Securities
Tokyo,
Japan
|
$185K
|
+$189K
|
+769
|
+25,633%
|
|
|
1991
|
Howe & Rusling
Rochester,
New York
|
$184K
|
-$83.7K
|
-340
|
-31%
|
|
|
1992
|
Silicon Valley Capital Partners
San Jose,
California
|
$177K
|
-$14.5K
|
-59
|
-7%
|
|
|
1993
|
Eastern Bank
Boston,
Massachusetts
|
$172K
|
+$20.9K
|
+85
|
+13%
|
|
|
1994
|
First Pacific Financial
Vancouver,
Washington
|
$169K
|
+$984
|
+4
|
+0.6%
|
|
|
1995
|
one8zero8 LLC
Greensboro,
North Carolina
|
$169K
|
+$173K
|
+703
|
New
|
|
|
1996
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$169K
|
+$168K
|
+684
|
+4,024%
|
|
|
1997
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$162K
|
+$73.8K
|
+300
|
+80%
|
|
|
1998
|
Pathway Financial Advisers
Auburn,
Indiana
|
$160K
|
+$2.21K
|
+9
|
+1%
|
|
|
1999
|
Perkins Coie Trust Company
Seattle,
Washington
|
$160K
|
-$25.6K
|
-104
|
-14%
|
|
|
2000
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$151K
|
+$15.7K
|
+64
|
+11%
|
|
