|
1976
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$86K
|
–
|
–
|
–
|
|
|
1977
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$86K
|
+$5.89K
|
+110
|
+7%
|
|
|
1978
|
EARNEST Partners
Atlanta,
Georgia
|
$85K
|
–
|
–
|
–
|
|
|
1979
|
Vigilant Capital Management
Portland,
Maine
|
$84K
|
-$145K
|
-2,700
|
-61%
|
|
|
1980
|
Winch Advisory Services
Appleton,
Wisconsin
|
$84K
|
-$40.9K
|
-765
|
-31%
|
|
|
1981
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$84K
|
-$6.96K
|
-130
|
-7%
|
|
|
1982
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$83.9K
|
+$92.7K
|
+1,732
|
New
|
|
|
1983
|
Milestone Wealth
Buffalo,
New York
|
$83K
|
–
|
–
|
–
|
|
|
1984
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$81K
|
–
|
–
|
–
|
|
|
1985
|
Country Trust Bank
Bloomington,
Illinois
|
$80K
|
-$7.81K
|
-146
|
-8%
|
|
|
1986
|
Curi Wealth Management
Raleigh,
North Carolina
|
$80K
|
+$69.6K
|
+1,300
|
+356%
|
|
|
1987
|
Summit Securities Group
New York
|
$77K
|
-$27.4M
|
-512,826
|
-100%
|
|
|
1988
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$77K
|
+$84.2K
|
+1,573
|
New
|
|
|
1989
|
Paladin Advisory Group
Clive,
Iowa
|
$76K
|
+$84.5K
|
+1,578
|
New
|
|
|
1990
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$74K
|
+$6.42K
|
+120
|
+9%
|
|
|
1991
|
Cordasco Financial Network
Naples,
Florida
|
$73K
|
–
|
–
|
–
|
|
|
1992
|
Eagle Bay Advisors
New York
|
$72K
|
-$26.9K
|
-502
|
-25%
|
|
|
1993
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$72K
|
–
|
–
|
–
|
|
|
1994
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$70K
|
–
|
–
|
–
|
|
|
1995
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$69K
|
-$159K
|
-2,968
|
-68%
|
|
|
1996
|
Versant Capital Management
Phoenix,
Arizona
|
$68K
|
+$1.02K
|
+19
|
+1%
|
|
|
1997
|
SJS Investment Consulting
Sylvania,
Ohio
|
$66K
|
+$6.74K
|
+126
|
+10%
|
|
|
1998
|
Family CFO
Los Altos,
California
|
$65K
|
–
|
–
|
–
|
|
|
1999
|
Bellevue Asset Management
Bellevue,
Washington
|
$64K
|
-$17.7K
|
-331
|
-20%
|
|
|
2000
|
Smith Group Asset Management
Dallas,
Texas
|
$64K
|
-$4.82K
|
-90
|
-6%
|
|
