|
1976
|
Firestone Capital Management
Coral Gables,
Florida
|
$795K
|
+$88.5K
|
+184
|
+13%
|
|
|
1977
|
Unique Wealth
Clearwater,
Florida
|
$794K
|
–
|
–
|
–
|
|
|
1978
|
Addison Advisors
Middlebury,
Vermont
|
$793K
|
+$146K
|
+303
|
+24%
|
|
|
1979
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$793K
|
+$257K
|
+535
|
+51%
|
|
|
1980
|
Forum Private Client Group
Fishers,
Indiana
|
$793K
|
+$54.9K
|
+114
|
+8%
|
|
|
1981
|
Watchman Group
Plano,
Texas
|
$792K
|
+$6.74K
|
+14
|
+0.9%
|
|
|
1982
|
Oakwell Private Wealth Management
Austin,
Texas
|
$792K
|
–
|
–
|
–
|
|
|
1983
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$788K
|
–
|
–
|
–
|
|
|
1984
|
Dupree Financial Group
Lexington,
Kentucky
|
$786K
|
+$286K
|
+594
|
+61%
|
|
|
1985
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$786K
|
+$750K
|
+1,559
|
New
|
|
|
1986
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$783K
|
–
|
–
|
–
|
|
|
1987
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$783K
|
+$111K
|
+231
|
+17%
|
|
|
1988
|
Dimension Capital Management
Coral Gables,
Florida
|
$783K
|
–
|
–
|
–
|
|
|
1989
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$780K
|
–
|
–
|
–
|
|
|
1990
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$778K
|
–
|
–
|
–
|
|
|
1991
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$777K
|
+$1.93K
|
+4
|
+0.3%
|
|
|
1992
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$775K
|
-$6.26K
|
-13
|
-0.8%
|
|
|
1993
|
Trexquant Investment
Stamford,
Connecticut
|
$774K
|
-$6.94M
|
-14,417
|
-90%
|
|
|
1994
|
Significant Wealth Partners
Cary,
Illinois
|
$768K
|
+$403K
|
+837
|
+120%
|
|
|
1995
|
First Wilshire Securities Management
Pasadena,
California
|
$767K
|
–
|
–
|
–
|
|
|
1996
|
Synergy Financial Group
San Ramon,
California
|
$766K
|
+$91.4K
|
+190
|
+14%
|
|
|
1997
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$763K
|
–
|
–
|
–
|
|
|
1998
|
Buska Wealth Management
Wausau,
Wisconsin
|
$763K
|
+$247K
|
+513
|
+51%
|
|
|
1999
|
Walker Asset Management
Verona,
Missouri
|
$760K
|
+$2.89K
|
+6
|
+0.4%
|
|
|
2000
|
Epic Trust Investment Advisors
Richland,
Washington
|
$755K
|
-$102K
|
-213
|
-12%
|
|
