|
1976
|
Avalon Trust
Santa Fe,
New Mexico
|
$62.4K
|
–
|
–
|
–
|
|
|
1977
|
First Community Trust
Dubuque,
Iowa
|
$62.4K
|
-$25.9K
|
-600
|
-32%
|
|
|
1978
|
Ramirez Asset Management
New York
|
$61.2K
|
–
|
–
|
–
|
|
|
1979
|
Fortis Group Advisors
Westwood,
New Jersey
|
$61K
|
+$26.8K
|
+620
|
+100%
|
|
|
1980
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$60.3K
|
–
|
–
|
–
|
|
|
1981
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$60K
|
–
|
–
|
–
|
|
|
1982
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$59.4K
|
-$22.3K
|
-516
|
-30%
|
|
|
1983
|
McIlrath & Eck
Arlington,
Washington
|
$58.8K
|
–
|
–
|
–
|
|
|
1984
|
City Holding Co
Charleston,
West Virginia
|
$57.1K
|
–
|
–
|
–
|
|
|
1985
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$52.6K
|
–
|
–
|
–
|
|
|
1986
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$52.6K
|
+$46.1K
|
+1,068
|
New
|
|
|
1987
|
Annapolis Financial Services
Annapolis,
Maryland
|
$51.9K
|
-$10.7K
|
-247
|
-19%
|
|
|
1988
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$51.7K
|
–
|
–
|
–
|
|
|
1989
|
ORG Partners
Roanoke,
Indiana
|
$51.4K
|
-$9.32K
|
-216
|
-17%
|
|
|
1990
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$51K
|
-$2.24K
|
-52
|
-5%
|
|
|
1991
|
Creekmur Asset Management
Morton,
Illinois
|
$49.5K
|
+$43.4K
|
+1,006
|
New
|
|
|
1992
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$49.2K
|
-$9.71K
|
-225
|
-18%
|
|
|
1993
|
Westport Asset Management
Southport,
Connecticut
|
$49.2K
|
–
|
–
|
–
|
|
|
1994
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$49K
|
–
|
–
|
–
|
|
|
1995
|
Keener Financial Planning
Keller,
Texas
|
$49K
|
+$43.2K
|
+1,000
|
New
|
|
|
1996
|
Richardson Financial Services
Medway,
Massachusetts
|
$49K
|
+$42.9K
|
+995
|
New
|
|
|
1997
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$48.2K
|
+$42.2K
|
+979
|
New
|
|
|
1998
|
Paladin Advisory Group
Clive,
Iowa
|
$47.2K
|
–
|
–
|
–
|
|
|
1999
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$45.5K
|
-$20K
|
-464
|
-29%
|
|
|
2000
|
LAM Group
Lake Oswego,
Oregon
|
$44.3K
|
–
|
–
|
–
|
|
