|
1976
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$9.5M
|
-$63.2K
|
-442
|
-0.6%
|
|
|
1977
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$9.5M
|
-$343K
|
-2,403
|
-3%
|
|
|
1978
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$9.5M
|
-$616K
|
-4,308
|
-6%
|
|
|
1979
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$9.48M
|
+$193K
|
+1,348
|
+2%
|
|
|
1980
|
Horiko Capital Management
New York
|
$9.47M
|
-$657K
|
-4,600
|
-6%
|
|
|
1981
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$9.44M
|
-$320K
|
-2,241
|
-3%
|
|
|
1982
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$9.44M
|
-$252K
|
-1,765
|
-2%
|
|
|
1983
|
Kelleher Financial Advisors
New York
|
$9.44M
|
-$2.3M
|
-16,126
|
-18%
|
|
|
1984
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$9.43M
|
-$275K
|
-1,924
|
-3%
|
|
|
1985
|
Frank Rimerman Advisors
Palo Alto,
California
|
$9.43M
|
–
|
–
|
–
|
|
|
1986
|
Synergy Asset Management
Vancouver,
Washington
|
$9.41M
|
+$3.67M
|
+25,705
|
+55%
|
|
|
1987
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$9.41M
|
-$441K
|
-3,084
|
-4%
|
|
|
1988
|
Evermay Wealth Management
Arlington,
Virginia
|
$9.4M
|
-$440K
|
-3,082
|
-4%
|
|
|
1989
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$9.4M
|
-$56.5K
|
-395
|
-0.5%
|
|
|
1990
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$9.39M
|
-$3.38M
|
-23,652
|
-25%
|
|
|
1991
|
Financial Partners Capital Management
New York
|
$9.38M
|
-$202K
|
-1,412
|
-2%
|
|
|
1992
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$9.36M
|
-$77.7K
|
-544
|
-0.7%
|
|
|
1993
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$9.35M
|
-$136K
|
-950
|
-1%
|
|
|
1994
|
Cairn Investment Group
Vancouver,
Washington
|
$9.35M
|
+$148K
|
+1,035
|
+1%
|
|
|
1995
|
Cable Hill Partners
Portland,
Oregon
|
$9.34M
|
+$100K
|
+702
|
+1%
|
|
|
1996
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$9.34M
|
+$394K
|
+2,756
|
+4%
|
|
|
1997
|
Keebeck Wealth Management
Chicago,
Illinois
|
$9.34M
|
+$329K
|
+2,301
|
+3%
|
|
|
1998
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$9.32M
|
+$391K
|
+2,739
|
+4%
|
|
|
1999
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$9.32M
|
+$30.3K
|
+212
|
+0.3%
|
|
|
2000
|
Torray Investment Partners
Bethesda,
Maryland
|
$9.32M
|
-$217K
|
-1,515
|
-2%
|
|
