|
1976
|
Red Lighthouse Investment Management
New York
|
$172K
|
-$2.89K
|
-44
|
-2%
|
|
|
1977
|
|
$171K
|
–
|
–
|
–
|
|
|
1978
|
Garrison Bradford & Associates
New York
|
$168K
|
–
|
–
|
–
|
|
|
1979
|
Solstein Capital
Menlo Park,
California
|
$166K
|
+$14.4K
|
+220
|
+10%
|
|
|
1980
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$165K
|
+$17.9K
|
+272
|
+13%
|
|
|
1981
|
Hantz Financial Services
Southfield,
Michigan
|
$164K
|
+$9.71K
|
+148
|
+7%
|
|
|
1982
|
Clean Yield Group
Norwich,
Vermont
|
$159K
|
–
|
–
|
–
|
|
|
1983
|
PrairieView Partners
St. Paul,
Minnesota
|
$158K
|
–
|
–
|
–
|
|
|
1984
|
|
$151K
|
-$2.36K
|
-36
|
-2%
|
|
|
1985
|
Cardiff Park Advisors
Carlsbad,
California
|
$146K
|
–
|
–
|
–
|
|
|
1986
|
New Millennium Group
Sandy,
Utah
|
$145K
|
-$16.5K
|
-252
|
-11%
|
|
|
1987
|
Breakwater Investment Management
Seattle,
Washington
|
$144K
|
-$12.6K
|
-192
|
-9%
|
|
|
1988
|
Reyes Financial Architecture
San Diego,
California
|
$144K
|
–
|
–
|
–
|
|
|
1989
|
Richardson Financial Services
Medway,
Massachusetts
|
$139K
|
+$4.99K
|
+76
|
+4%
|
|
|
1990
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$139K
|
-$3.94K
|
-60
|
-3%
|
|
|
1991
|
FSA Wealth Management
Needham,
Massachusetts
|
$137K
|
–
|
–
|
–
|
|
|
1992
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$136K
|
-$3.68K
|
-56
|
-3%
|
|
|
1993
|
SBI Securities
Tokyo,
Japan
|
$133K
|
–
|
–
|
–
|
|
|
1994
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$132K
|
–
|
–
|
–
|
|
|
1995
|
Family Management
New York
|
$131K
|
-$61.2K
|
-932
|
-33%
|
|
|
1996
|
Family CFO
Los Altos,
California
|
$131K
|
–
|
–
|
–
|
|
|
1997
|
DecisionPoint Financial
Mesa,
Arizona
|
$130K
|
-$4.99K
|
-76
|
-4%
|
|
|
1998
|
Main Management
San Francisco,
California
|
$128K
|
-$91.4K
|
-1,392
|
-43%
|
|
|
1999
|
Park Square Financial Group
Roswell,
Georgia
|
$127K
|
+$105K
|
+1,600
|
+741%
|
|
|
2000
|
IMG Wealth Management
Jacksonville,
Florida
|
$126K
|
-$9.45K
|
-144
|
-7%
|
|
