|
1976
|
Norway Savings Bank
Portland,
Maine
|
$186K
|
-$9.23K
|
-240
|
-5%
|
|
|
1977
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$183K
|
–
|
–
|
–
|
|
|
1978
|
Private Ocean
San Rafael,
California
|
$182K
|
-$13K
|
-339
|
-7%
|
|
|
1979
|
Prelude Capital Management
New York
|
$180K
|
-$1.78M
|
-46,356
|
-91%
|
|
|
1980
|
Financial Perspectives
Minneapolis,
Minnesota
|
$179K
|
–
|
–
|
–
|
|
|
1981
|
AllSquare Wealth Management
Albany,
New York
|
$178K
|
+$171K
|
+4,455
|
+1,747%
|
|
|
1982
|
Firestone Capital Management
Coral Gables,
Florida
|
$177K
|
–
|
–
|
–
|
|
|
1983
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$175K
|
-$198K
|
-5,157
|
-53%
|
|
|
1984
|
tru Independence
Portland,
Oregon
|
$173K
|
–
|
–
|
–
|
|
|
1985
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$170K
|
-$5.54K
|
-144
|
-3%
|
|
|
1986
|
1776 Wealth
Atlanta,
Georgia
|
$167K
|
+$11.9K
|
+309
|
+8%
|
|
|
1987
|
West Paces Advisors
Atlanta,
Georgia
|
$162K
|
+$51.9K
|
+1,350
|
+46%
|
|
|
1988
|
McIlrath & Eck
Arlington,
Washington
|
$162K
|
-$16.6K
|
-432
|
-9%
|
|
|
1989
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$160K
|
+$33.5K
|
+870
|
+26%
|
|
|
1990
|
Wolverine Asset Management
Chicago,
Illinois
|
$157K
|
-$8.84M
|
-229,890
|
-98%
|
|
|
1991
|
Acima Private Wealth
Richmond,
Virginia
|
$156K
|
–
|
–
|
–
|
|
|
1992
|
Barrett Asset Management
New York
|
$153K
|
-$2.88K
|
-75
|
-2%
|
|
|
1993
|
Credential Qtrade Securities
Vancouver,
|
$152K
|
+$51.9K
|
+1,350
|
+51%
|
|
|
1994
|
Quantbot Technologies
New York
|
$151K
|
-$2.93M
|
-76,188
|
-95%
|
|
|
1995
|
Barnett & Company
Chattanooga,
Tennessee
|
$148K
|
-$62.3K
|
-1,620
|
-29%
|
|
|
1996
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$144K
|
–
|
–
|
–
|
|
|
1997
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$139K
|
+$141K
|
+3,678
|
New
|
|
|
1998
|
Glassman Wealth Services
Vienna,
Virginia
|
$137K
|
-$11.4K
|
-297
|
-8%
|
|
|
1999
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$137K
|
+$15.2K
|
+396
|
+12%
|
|
|
2000
|
Islay Capital Management
Lubbock,
Texas
|
$131K
|
-$20.3K
|
-528
|
-13%
|
|
