|
1976
|
Forum Private Client Group
Fishers,
Indiana
|
$208K
|
-$12.6K
|
-63
|
-5%
|
|
|
1977
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$208K
|
–
|
–
|
–
|
|
|
1978
|
Triton Wealth Management
Sun City,
Arizona
|
$208K
|
+$797
|
+4
|
+0.4%
|
|
|
1979
|
Steward Financial Group
Colleyville,
Texas
|
$208K
|
+$12K
|
+60
|
+5%
|
|
|
1980
|
Horan Securities
Cincinnati,
United States
|
$208K
|
+$24.1K
|
+121
|
+12%
|
|
|
1981
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$207K
|
+$230K
|
+1,153
|
New
|
|
|
1982
|
Widmann Financial Services
Bowie,
Maryland
|
$206K
|
-$29.9K
|
-150
|
-12%
|
|
|
1983
|
Woodstock Corp
Boston,
Massachusetts
|
$206K
|
–
|
–
|
–
|
|
|
1984
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$206K
|
+$199
|
+1
|
+0.1%
|
|
|
1985
|
Addison Advisors
Middlebury,
Vermont
|
$206K
|
+$4.98K
|
+25
|
+2%
|
|
|
1986
|
Means Investment Company
Bangor,
Maine
|
$206K
|
+$228K
|
+1,146
|
New
|
|
|
1987
|
Daniels + Tansey
Wilmington,
Delaware
|
$205K
|
–
|
–
|
–
|
|
|
1988
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$205K
|
–
|
–
|
–
|
|
|
1989
|
Main Management
San Francisco,
California
|
$205K
|
+$797
|
+4
|
+0.4%
|
|
|
1990
|
Private Wealth Strategies
New Albany,
Ohio
|
$205K
|
+$228K
|
+1,144
|
New
|
|
|
1991
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$204K
|
-$6.55M
|
-32,849
|
-97%
|
|
|
1992
|
Mairs & Power Inc
St Paul,
Minnesota
|
$204K
|
-$23.9K
|
-120
|
-10%
|
|
|
1993
|
Walker Asset Management
Verona,
Missouri
|
$204K
|
–
|
–
|
–
|
|
|
1994
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$203K
|
–
|
–
|
–
|
|
|
1995
|
Quantinno Capital Management
New York
|
$203K
|
+$225K
|
+1,129
|
New
|
|
|
1996
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$202K
|
+$225K
|
+1,128
|
New
|
|
|
1997
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$201K
|
-$22.3K
|
-112
|
-9%
|
|
|
1998
|
O'Dell Group
Cincinnati,
Ohio
|
$201K
|
+$1.4K
|
+7
|
+0.6%
|
|
|
1999
|
Frisch Financial Group
Melville,
New York
|
$200K
|
-$95.9K
|
-481
|
-30%
|
|
|
2000
|
GoalVest Advisory
New York
|
$199K
|
+$63.6K
|
+319
|
+40%
|
|
