|
1976
|
Symphony Financial
Houston,
Texas
|
$16.9M
|
+$3.42M
|
+18,327
|
+30%
|
|
|
1977
|
TFG Advisers
Auburn Hills,
Michigan
|
$16.9M
|
-$80K
|
-429
|
-0.5%
|
|
|
1978
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$16.9M
|
+$1.45M
|
+7,799
|
+11%
|
|
|
1979
|
Bornite Capital Management
New York
|
$16.8M
|
+$14.9M
|
+80,000
|
New
|
|
|
1980
|
Hamel Associates
Chatham,
New Jersey
|
$16.8M
|
-$285K
|
-1,528
|
-2%
|
|
|
1981
|
SS&H Financial Advisors
Troy,
Michigan
|
$16.8M
|
+$186K
|
+997
|
+1%
|
|
|
1982
|
Schubert & Co
Mckinney,
Texas
|
$16.8M
|
–
|
–
|
–
|
|
|
1983
|
Pensionfund Sabic
Sittard,
Netherlands
|
$16.8M
|
–
|
–
|
–
|
|
|
1984
|
MV Capital Management
Bethesda,
Maryland
|
$16.8M
|
+$65.5K
|
+351
|
+0.4%
|
|
|
1985
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$16.8M
|
-$1.72M
|
-9,248
|
-10%
|
|
|
1986
|
Nikulski Financial
Bettendorf,
Iowa
|
$16.8M
|
-$3.17K
|
-17
|
-0%
|
|
|
1987
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$16.7M
|
+$1M
|
+5,386
|
+7%
|
|
|
1988
|
Aragon Global Management
Miami,
Florida
|
$16.7M
|
–
|
–
|
–
|
|
|
1989
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$16.7M
|
-$88.8K
|
-476
|
-0.6%
|
|
|
1990
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$16.7M
|
-$65.8K
|
-353
|
-0.4%
|
|
|
1991
|
Knightsbridge Asset Management
Newport Beach,
California
|
$16.6M
|
-$82.2K
|
-441
|
-0.6%
|
|
|
1992
|
Field & Main Bank
Henderson,
Kentucky
|
$16.6M
|
-$219K
|
-1,177
|
-1%
|
|
|
1993
|
Tradewinds LLC
Raleigh,
North Carolina
|
$16.6M
|
+$4.44M
|
+23,785
|
+43%
|
|
|
1994
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$16.6M
|
+$14.7M
|
+78,872
|
New
|
|
|
1995
|
AlphaCore Capital
La Jolla,
California
|
$16.6M
|
+$2.91M
|
+15,600
|
+25%
|
|
|
1996
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$16.6M
|
+$14K
|
+75
|
+0.1%
|
|
|
1997
|
Strait & Sound Wealth Management
San Francisco,
California
|
$16.6M
|
+$2.15M
|
+11,544
|
+17%
|
|
|
1998
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$16.6M
|
+$1.14M
|
+6,139
|
+8%
|
|
|
1999
|
Capstone Investment Advisors
New York
|
$16.6M
|
-$38.1M
|
-204,077
|
-72%
|
|
|
2000
|
Sweeney & Michel
Chico,
California
|
$16.5M
|
-$182K
|
-978
|
-1%
|
|
