|
1976
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$7.37K
|
+$3.17K
|
+10
|
+83%
|
|
|
1977
|
Lodestone Wealth Management
Spokane,
Washington
|
$7.37K
|
–
|
–
|
–
|
|
|
1978
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$7.37K
|
+$6.98K
|
+22
|
New
|
|
|
1979
|
Gordian Capital (Singapore)
Singapore
|
$7.37K
|
+$6.98K
|
+22
|
New
|
|
|
1980
|
Westend Capital Management
Sausalito,
California
|
$7.37K
|
+$6.98K
|
+22
|
New
|
|
|
1981
|
Kilter Group
Rhinebeck,
New York
|
$7.03K
|
+$2.85K
|
+9
|
+75%
|
|
|
1982
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$6.36K
|
–
|
–
|
–
|
|
|
1983
|
GHP Investment Advisors
Denver,
Colorado
|
$6.36K
|
–
|
–
|
–
|
|
|
1984
|
Allied Private Wealth
Boca Raton,
Florida
|
$6.36K
|
+$6.34K
|
+20
|
New
|
|
|
1985
|
American Capital Advisory
Ketchum,
Idaho
|
$6.03K
|
+$634
|
+2
|
+13%
|
|
|
1986
|
Asset Dedication LLC
San Francisco,
California
|
$6.03K
|
+$5.71K
|
+18
|
New
|
|
|
1987
|
Copia Wealth Management
Bend,
Oregon
|
$5.69K
|
–
|
–
|
–
|
|
|
1988
|
Bare Financial Services
Gap,
Pennsylvania
|
$5.36K
|
+$634
|
+2
|
+14%
|
|
|
1989
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$4.69K
|
+$634
|
+2
|
+17%
|
|
|
1990
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$4.35K
|
+$2.85K
|
+9
|
+225%
|
|
|
1991
|
NBH Bank
Greenwood Village,
Colorado
|
$4.35K
|
+$4.12K
|
+13
|
New
|
|
|
1992
|
RMG Wealth Management
Platteville,
Wisconsin
|
$4.33K
|
-$13K
|
-41
|
-73%
|
|
|
1993
|
Colonial Trust
Spartanburg,
South Carolina
|
$4.23K
|
+$1.59K
|
+5
|
+63%
|
|
|
1994
|
Ravenstone Capital Management
Toronto,
|
$4.02K
|
-$46.9K
|
-148
|
-93%
|
|
|
1995
|
Davis Capital Management
Jacksonville,
Florida
|
$4.02K
|
+$2.22K
|
+7
|
+140%
|
|
|
1996
|
Decker Retirement Planning
Levi,
Utah
|
$4.02K
|
+$3.81K
|
+12
|
New
|
|
|
1997
|
Field & Main Bank
Henderson,
Kentucky
|
$4.02K
|
+$3.81K
|
+12
|
New
|
|
|
1998
|
Prosperity Bancshares
Houston,
Texas
|
$4.02K
|
+$3.81K
|
+12
|
New
|
|
|
1999
|
Berkshire Capital Holdings
San Jose,
California
|
$3.35K
|
-$17.2M
|
-54,150
|
-100%
|
|
|
2000
|
NBT Bank
Norwich,
New York
|
$3.35K
|
-$6.34K
|
-20
|
-67%
|
|
