|
1976
|
Ken Stern & Associates
San Diego,
California
|
$1.75M
|
-$53.9K
|
-1,636
|
-3%
|
|
|
1977
|
Keystone Financial Planning
Cleveland,
Ohio
|
$1.74M
|
–
|
–
|
–
|
|
|
1978
|
Merriman Wealth Management
Seattle,
Washington
|
$1.74M
|
+$250K
|
+7,596
|
+19%
|
|
|
1979
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.74M
|
+$202K
|
+6,124
|
+14%
|
|
|
1980
|
Rockland Trust
Hanover,
Massachusetts
|
$1.73M
|
+$7.11K
|
+216
|
+0.4%
|
|
|
1981
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$1.72M
|
-$39.8K
|
-1,208
|
-2%
|
|
|
1982
|
Trustco Bank (New York)
Albany,
New York
|
$1.72M
|
–
|
–
|
–
|
|
|
1983
|
Ninety One North America
New York
|
$1.71M
|
-$28.7K
|
-872
|
-2%
|
|
|
1984
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$1.7M
|
+$659
|
+20
|
+0%
|
|
|
1985
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$1.69M
|
–
|
–
|
–
|
|
|
1986
|
|
$1.69M
|
–
|
–
|
–
|
|
|
1987
|
Clal Insurance
Tel-Aviv,
Israel
|
$1.68M
|
-$237K
|
-7,200
|
-13%
|
|
|
1988
|
Navellier & Associates
Reno,
Nevada
|
$1.67M
|
-$199K
|
-6,040
|
-11%
|
|
|
1989
|
Rafferty Asset Management
New York
|
$1.67M
|
-$5.4M
|
-164,020
|
-78%
|
|
|
1990
|
Gyroscope Capital Management Group
Naples,
Florida
|
$1.66M
|
+$1.07M
|
+32,392
|
+237%
|
|
|
1991
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.65M
|
+$45K
|
+1,368
|
+3%
|
|
|
1992
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$1.64M
|
+$456K
|
+13,852
|
+44%
|
|
|
1993
|
P.R. Herzig & Co
Roslyn Heights,
New York
|
$1.63M
|
+$39.5K
|
+1,200
|
+3%
|
|
|
1994
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$1.63M
|
-$293K
|
-8,884
|
-16%
|
|
|
1995
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.63M
|
-$143K
|
-4,336
|
-9%
|
|
|
1996
|
Sapphire Star Partners
Redmond,
Washington
|
$1.62M
|
-$132K
|
-4,000
|
-8%
|
|
|
1997
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.62M
|
-$68.1K
|
-2,068
|
-4%
|
|
|
1998
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.62M
|
-$461K
|
-14,000
|
-24%
|
|
|
1999
|
Empowered Funds
Havertown,
Pennsylvania
|
$1.62M
|
+$1.49M
|
+45,120
|
New
|
|
|
2000
|
Mork Capital Management
Healdsburg,
California
|
$1.61M
|
–
|
–
|
–
|
|
