|
1976
|
Tortoise Investment Management
White Plains,
New York
|
$1.2M
|
-$30.4K
|
-1,148
|
-3%
|
|
|
1977
|
IberiaBank
Lafayette,
Louisiana
|
$1.2M
|
-$135K
|
-5,104
|
-11%
|
|
|
1978
|
CSat Investment Advisory
Detroit,
Michigan
|
$1.2M
|
-$910K
|
-34,384
|
-45%
|
|
|
1979
|
Hartford Financial Management
Hartford,
Connecticut
|
$1.2M
|
+$9.53K
|
+360
|
+0.9%
|
|
|
1980
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$1.19M
|
-$18.6K
|
-704
|
-2%
|
|
|
1981
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.19M
|
+$4.66K
|
+176
|
+0.4%
|
|
|
1982
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$1.18M
|
+$478K
|
+18,064
|
+76%
|
|
|
1983
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$1.18M
|
-$41.2K
|
-1,556
|
-4%
|
|
|
1984
|
Emerald Advisers
Leola,
Pennsylvania
|
$1.18M
|
+$423
|
+16
|
+0%
|
|
|
1985
|
Hudock Inc
Williamsport,
Pennsylvania
|
$1.18M
|
-$178K
|
-6,740
|
-14%
|
|
|
1986
|
B. Riley Financial
Los Angeles,
California
|
$1.17M
|
-$662K
|
-24,996
|
-38%
|
|
|
1987
|
CG Asset Management
New York
|
$1.17M
|
+$52.9K
|
+2,000
|
+5%
|
|
|
1988
|
Vaughan David Investments
Peoria,
Illinois
|
$1.17M
|
+$46.2K
|
+1,744
|
+4%
|
|
|
1989
|
Hilton Capital Management
Garden City,
New York
|
$1.17M
|
-$5.93K
|
-224
|
-0.5%
|
|
|
1990
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1.16M
|
+$222K
|
+8,400
|
+26%
|
|
|
1991
|
Pure Financial Advisors
San Diego,
California
|
$1.16M
|
-$94.8K
|
-3,580
|
-8%
|
|
|
1992
|
Osterweis Capital Management
San Francisco,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
1993
|
CAZ Investments
Houston,
Texas
|
$1.15M
|
-$48.7K
|
-1,840
|
-4%
|
|
|
1994
|
Limestone Value Partners
Houston,
Texas
|
$1.13M
|
-$1.59M
|
-60,000
|
-60%
|
|
|
1995
|
|
$1.13M
|
-$5.29K
|
-200
|
-0.5%
|
|
|
1996
|
Waverly Advisors
Birmingham,
Alabama
|
$1.13M
|
+$339K
|
+12,820
|
+47%
|
|
|
1997
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$1.13M
|
-$4.24K
|
-160
|
-0.4%
|
|
|
1998
|
Schooner Investment Group
Wayne,
Pennsylvania
|
$1.13M
|
-$635K
|
-24,000
|
-38%
|
|
|
1999
|
VOYA Investment Management
Atlanta,
Georgia
|
$1.12M
|
-$40.7M
|
-1,536,036
|
-4%
|
|
|
2000
|
Tarbox Family Office
Newport Beach,
California
|
$1.12M
|
-$96.4K
|
-3,644
|
-8%
|
|
