|
1976
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$357K
|
+$4.37K
|
+20
|
+1%
|
|
|
1977
|
Asio Capital
Lexington,
Kentucky
|
$355K
|
+$21.8K
|
+100
|
+7%
|
|
|
1978
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$354K
|
+$21.4K
|
+98
|
+6%
|
|
|
1979
|
Weaver Capital Management
Suwanee,
Georgia
|
$354K
|
–
|
–
|
–
|
|
|
1980
|
My Personal CFO LLC
Vancouver,
Washington
|
$353K
|
+$351K
|
+1,607
|
New
|
|
|
1981
|
HMS Capital Management
Nashville,
Tennessee
|
$353K
|
-$3.5K
|
-16
|
-1%
|
|
|
1982
|
Fort Point Capital Partners
San Francisco,
California
|
$352K
|
–
|
–
|
–
|
|
|
1983
|
Pennington Partners & Co
Bethesda,
Maryland
|
$352K
|
+$218
|
+1
|
+0.1%
|
|
|
1984
|
Mad River Investors
Boston,
Massachusetts
|
$352K
|
-$218K
|
-1,000
|
-38%
|
|
|
1985
|
Landaas & Company
Milwaukee,
Wisconsin
|
$351K
|
–
|
–
|
–
|
|
|
1986
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$351K
|
+$21.8K
|
+100
|
+7%
|
|
|
1987
|
Means Investment Company
Bangor,
Maine
|
$351K
|
+$1.75K
|
+8
|
+0.5%
|
|
|
1988
|
SpringVest Wealth Management
Dallas,
Texas
|
$350K
|
-$1.53K
|
-7
|
-0.4%
|
|
|
1989
|
MLG Wealth Management DBA Pine Grove Financial Group
Woodbury,
Minnesota
|
$350K
|
+$348K
|
+1,591
|
New
|
|
|
1990
|
Oakworth Capital
Birmingham,
Alabama
|
$349K
|
+$1.53K
|
+7
|
+0.4%
|
|
|
1991
|
Seelaus Asset Management
Chatham,
New Jersey
|
$349K
|
+$2.4K
|
+11
|
+0.7%
|
|
|
1992
|
Williams & Novak
Westlake Village,
California
|
$348K
|
-$10.9K
|
-50
|
-3%
|
|
|
1993
|
Lodestone Wealth Management
Spokane,
Washington
|
$348K
|
-$10.9K
|
-50
|
-3%
|
|
|
1994
|
Wealth Science Advisors
Alpharetta,
Georgia
|
$347K
|
+$345K
|
+1,578
|
New
|
|
|
1995
|
Weitzel Financial Services
Dubuque,
Iowa
|
$347K
|
+$1.75K
|
+8
|
+0.5%
|
|
|
1996
|
KTF Investments
Seal Beach,
California
|
$346K
|
+$344K
|
+1,575
|
New
|
|
|
1997
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$346K
|
-$89.1K
|
-408
|
-21%
|
|
|
1998
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$345K
|
+$218
|
+1
|
+0.1%
|
|
|
1999
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$345K
|
–
|
–
|
–
|
|
|
2000
|
Caitlin John
Brighton,
Michigan
|
$344K
|
-$5.24K
|
-24
|
-2%
|
|
