|
1976
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$206K
|
–
|
–
|
–
|
|
|
1977
|
Quantum Private Wealth
Tampa,
Florida
|
$206K
|
–
|
–
|
–
|
|
|
1978
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$205K
|
–
|
–
|
–
|
|
|
1979
|
|
$205K
|
+$204K
|
+3,450
|
New
|
|
|
1980
|
Lion Street Advisors
Austin,
Texas
|
$204K
|
+$203K
|
+3,438
|
New
|
|
|
1981
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$204K
|
+$202K
|
+3,430
|
New
|
|
|
1982
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$203K
|
+$202K
|
+3,418
|
New
|
|
|
1983
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$203K
|
+$208K
|
+3,529
|
New
|
|
|
1984
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$202K
|
+$201K
|
+3,402
|
New
|
|
|
1985
|
SFE Investment Counsel
Los Angeles,
California
|
$202K
|
+$201K
|
+3,399
|
New
|
|
|
1986
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$202K
|
-$236K
|
-4,003
|
-54%
|
|
|
1987
|
Pacific Sage Partners
Edmonds,
Washington
|
$201K
|
+$200K
|
+3,388
|
New
|
|
|
1988
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$201K
|
-$79K
|
-1,338
|
-28%
|
|
|
1989
|
City State Bank
Norwalk,
Iowa
|
$201K
|
-$14.8K
|
-250
|
-7%
|
|
|
1990
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$200K
|
-$44.3K
|
-750
|
-18%
|
|
|
1991
|
J. Safra Asset Management
New York
|
$200K
|
+$155K
|
+2,625
|
+355%
|
|
|
1992
|
|
$199K
|
–
|
–
|
–
|
|
|
1993
|
Bangor Savings Bank
Bangor,
Maine
|
$198K
|
-$590
|
-10
|
-0.3%
|
|
|
1994
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$198K
|
+$18.1K
|
+307
|
+10%
|
|
|
1995
|
West Financial Advisors
Des Moines,
Iowa
|
$193K
|
-$47.1K
|
-797
|
-20%
|
|
|
1996
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$187K
|
-$5.9K
|
-100
|
-3%
|
|
|
1997
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$186K
|
+$23.9K
|
+404
|
+15%
|
|
|
1998
|
Bell Investment Advisors
Oakland,
California
|
$186K
|
-$32.2K
|
-545
|
-15%
|
|
|
1999
|
Grove Bank & Trust
Miami,
Florida
|
$179K
|
–
|
–
|
–
|
|
|
2000
|
SOA Wealth Advisors
New York
|
$177K
|
–
|
–
|
–
|
|
