|
1976
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$3.73M
|
-$157K
|
-3,008
|
-4%
|
|
|
1977
|
Ballast Inc
Lexington,
Kentucky
|
$3.72M
|
-$173K
|
-3,304
|
-5%
|
|
|
1978
|
Howard Financial Services
Dallas,
Texas
|
$3.71M
|
-$10.5K
|
-200
|
-0.3%
|
|
|
1979
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$3.71M
|
-$280K
|
-5,360
|
-7%
|
|
|
1980
|
Xcel Wealth Management
Holly Hill,
Florida
|
$3.7M
|
-$96.2K
|
-1,840
|
-3%
|
|
|
1981
|
Moseley Investment Management
Bradenton,
Florida
|
$3.7M
|
-$590K
|
-11,288
|
-15%
|
|
|
1982
|
Eidelman Virant Capital
Saint Louis,
Missouri
|
$3.7M
|
-$507K
|
-9,700
|
-13%
|
|
|
1983
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.7M
|
-$32.6K
|
-624
|
-0.9%
|
|
|
1984
|
Congress Park Capital
Saratoga Springs,
New York
|
$3.69M
|
-$14.6K
|
-280
|
-0.4%
|
|
|
1985
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$3.69M
|
+$1.88K
|
+36
|
+0.1%
|
|
|
1986
|
Cornerstone Capital
Palo Alto,
California
|
$3.67M
|
-$47.1K
|
-900
|
-1%
|
|
|
1987
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$3.67M
|
-$192K
|
-3,680
|
-5%
|
|
|
1988
|
BOK Financial Private Wealth
Denver,
Colorado
|
$3.65M
|
+$164K
|
+3,144
|
+5%
|
|
|
1989
|
E&G Advisors
Houston,
Texas
|
$3.64M
|
-$102K
|
-1,960
|
-3%
|
|
|
1990
|
Boothe Investment Group
Dover,
Delaware
|
$3.63M
|
-$16.3K
|
-312
|
-0.5%
|
|
|
1991
|
|
$3.63M
|
-$205K
|
-3,912
|
-6%
|
|
|
1992
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$3.63M
|
-$283K
|
-5,404
|
-8%
|
|
|
1993
|
MA Private Wealth
San Carlos,
California
|
$3.62M
|
+$2.51K
|
+48
|
+0.1%
|
|
|
1994
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.61M
|
-$62.7K
|
-1,200
|
-2%
|
|
|
1995
|
Herald Investment Management
London,
United Kingdom
|
$3.61M
|
–
|
–
|
–
|
|
|
1996
|
Lincluden Management
Mississauga,
Ontario, Canada
|
$3.6M
|
-$747K
|
-14,280
|
-18%
|
|
|
1997
|
Lenox Wealth Advisors
New York
|
$3.59M
|
+$665K
|
+12,724
|
+25%
|
|
|
1998
|
BigSur Wealth Management
Miami,
Florida
|
$3.59M
|
+$1.18M
|
+22,600
|
+55%
|
|
|
1999
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$3.58M
|
-$458K
|
-8,764
|
-12%
|
|
|
2000
|
RVW Wealth
Los Angeles,
California
|
$3.58M
|
-$17.1M
|
-327,656
|
-68%
|
|
