|
1976
|
Grimes & Company
Westborough,
Massachusetts
|
$521K
|
-$24.9K
|
-531
|
-5%
|
|
|
1977
|
Kercheville Advisors
San Antonio,
Texas
|
$520K
|
+$141K
|
+3,003
|
+40%
|
|
|
1978
|
Sabal Trust
St. Petersburg,
Florida
|
$519K
|
+$26.8K
|
+570
|
+6%
|
|
|
1979
|
Barber Financial Group
Lenexa,
Kansas
|
$518K
|
-$8.87K
|
-189
|
-2%
|
|
|
1980
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$518K
|
–
|
–
|
–
|
|
|
1981
|
Lenox Wealth Advisors
New York
|
$517K
|
-$41.5K
|
-885
|
-8%
|
|
|
1982
|
Peterson Wealth Services
South Ogden,
Utah
|
$515K
|
+$119K
|
+2,535
|
+32%
|
|
|
1983
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$514K
|
-$141
|
-3
|
-0%
|
|
|
1984
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$514K
|
+$486K
|
+10,359
|
New
|
|
|
1985
|
Silverlake Wealth Management
Williston,
Vermont
|
$513K
|
+$4.93K
|
+105
|
+1%
|
|
|
1986
|
American Trust
Lexington,
Kentucky
|
$512K
|
–
|
–
|
–
|
|
|
1987
|
BTR Capital Management
Oakland,
California
|
$511K
|
–
|
–
|
–
|
|
|
1988
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$510K
|
+$142K
|
+3,018
|
+42%
|
|
|
1989
|
NSI Retail Advisors
Warrendale,
Pennsylvania
|
$508K
|
–
|
–
|
–
|
|
|
1990
|
Univest Financial
Souderton,
Pennsylvania
|
$507K
|
-$24.8K
|
-528
|
-5%
|
|
|
1991
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$507K
|
+$56.3K
|
+1,200
|
+13%
|
|
|
1992
|
CTC Capital Management
Chicago,
Illinois
|
$506K
|
+$479K
|
+10,200
|
New
|
|
|
1993
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$502K
|
-$7.04K
|
-150
|
-1%
|
|
|
1994
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$502K
|
+$50.7K
|
+1,080
|
+12%
|
|
|
1995
|
D'Orazio & Associates
Falls Church,
Virginia
|
$501K
|
+$43.7K
|
+930
|
+10%
|
|
|
1996
|
Humankind Investments
New York
|
$497K
|
+$30.3K
|
+645
|
+7%
|
|
|
1997
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$496K
|
-$5.77K
|
-123
|
-1%
|
|
|
1998
|
Ironwood Financial
Tucson,
Arizona
|
$496K
|
-$2.82K
|
-60
|
-0.6%
|
|
|
1999
|
Corundum Group
Colorado Springs,
Colorado
|
$496K
|
+$25.1K
|
+534
|
+6%
|
|
|
2000
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$494K
|
-$28.2K
|
-600
|
-6%
|
|
