|
1976
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$14.3M
|
-$253K
|
-1,371
|
-2%
|
|
|
1977
|
Capital International
Los Angeles,
California
|
$14.2M
|
-$3.76M
|
-20,369
|
-22%
|
|
|
1978
|
GAMMA Investing
Foster City,
California
|
$14.2M
|
+$14.3M
|
+77,208
|
New
|
|
|
1979
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$14.2M
|
+$88.3K
|
+478
|
+0.7%
|
|
|
1980
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$14.2M
|
-$110K
|
-595
|
-0.8%
|
|
|
1981
|
Mission Creek Capital Partners
San Francisco,
California
|
$14.2M
|
-$497K
|
-2,690
|
-4%
|
|
|
1982
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$14.2M
|
-$33.4K
|
-181
|
-0.2%
|
|
|
1983
|
RBO & Co
Saint Helena,
California
|
$14.2M
|
-$5.2M
|
-28,162
|
-28%
|
|
|
1984
|
Frank Rimerman Advisors
Palo Alto,
California
|
$14.1M
|
–
|
–
|
–
|
|
|
1985
|
Hamilton Capital Partners (Canada)
Toronto,
|
$14.1M
|
+$13.6M
|
+73,407
|
New
|
|
|
1986
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$14.1M
|
-$124K
|
-670
|
-0.9%
|
|
|
1987
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$14.1M
|
+$111K
|
+600
|
+0.8%
|
|
|
1988
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$14.1M
|
+$73.1K
|
+396
|
+0.5%
|
|
|
1989
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$14.1M
|
-$112K
|
-609
|
-0.8%
|
|
|
1990
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$14.1M
|
+$157K
|
+853
|
+1%
|
|
|
1991
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$14M
|
-$1.77M
|
-9,606
|
-12%
|
|
|
1992
|
Univest Financial
Souderton,
Pennsylvania
|
$14M
|
+$182K
|
+984
|
+1%
|
|
|
1993
|
Naviter Wealth
Little Rock,
Arkansas
|
$14M
|
+$2.34M
|
+12,647
|
+21%
|
|
|
1994
|
Lee Financial
Dallas,
Texas
|
$14M
|
-$124K
|
-669
|
-0.9%
|
|
|
1995
|
Trivant Custom Portfolio Group
San Diego,
California
|
$14M
|
+$75.5K
|
+409
|
+0.6%
|
|
|
1996
|
Aspen Grove Capital
Avon,
Colorado
|
$14M
|
-$791K
|
-4,282
|
-6%
|
|
|
1997
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$14M
|
-$519K
|
-2,809
|
-4%
|
|
|
1998
|
Alapocas Investment Partners
Beverly,
Massachusetts
|
$14M
|
-$16.8K
|
-91
|
-0.1%
|
|
|
1999
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$14M
|
+$13.4M
|
+72,516
|
New
|
|
|
2000
|
Tortoise Investment Management
White Plains,
New York
|
$14M
|
-$32.7K
|
-177
|
-0.2%
|
|
