|
1976
|
Waterloo Capital
Austin,
Texas
|
$17.5M
|
+$203K
|
+907
|
+1%
|
|
|
1977
|
LRI Investments
Palm Beach Gardens,
Florida
|
$17.5M
|
+$4.02M
|
+18,003
|
+31%
|
|
|
1978
|
WBH Advisory
Baltimore,
Maryland
|
$17.5M
|
+$300K
|
+1,342
|
+2%
|
|
|
1979
|
American Investment Services
Great Barrington,
Massachusetts
|
$17.4M
|
+$50.9K
|
+228
|
+0.3%
|
|
|
1980
|
Keystone Wealth Services
Palm Desert,
California
|
$17.4M
|
+$770K
|
+3,449
|
+5%
|
|
|
1981
|
Mane Global Capital Management
New York
|
$17.4M
|
-$43.3M
|
-193,811
|
-72%
|
|
|
1982
|
Sustainable Insight Capital Management
New York
|
$17.3M
|
-$759K
|
-3,400
|
-4%
|
|
|
1983
|
Strategic Financial Services
Utica,
New York
|
$17.3M
|
+$216K
|
+966
|
+1%
|
|
|
1984
|
Monolith Management
Hong Kong
|
$17.3M
|
+$16.6M
|
+74,250
|
New
|
|
|
1985
|
Wealth Group
Raleigh,
North Carolina
|
$17.3M
|
+$150K
|
+673
|
+0.9%
|
|
|
1986
|
Harmony Asset Management
Scottsdale,
Arizona
|
$17.3M
|
+$257K
|
+1,149
|
+2%
|
|
|
1987
|
Verition Fund Management
Greenwich,
Connecticut
|
$17.3M
|
-$202M
|
-903,072
|
-92%
|
|
|
1988
|
Bell Bank
Fargo,
North Dakota
|
$17.2M
|
+$2.25M
|
+10,065
|
+16%
|
|
|
1989
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$17.2M
|
+$426K
|
+1,908
|
+3%
|
|
|
1990
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$17.2M
|
+$1.17M
|
+5,231
|
+8%
|
|
|
1991
|
Trust Company of the South
Greensboro,
North Carolina
|
$17.2M
|
-$9.83K
|
-44
|
-0.1%
|
|
|
1992
|
McDonough Capital Management
Orlando,
Florida
|
$17.2M
|
+$81.7K
|
+366
|
+0.5%
|
|
|
1993
|
Morningstar Investment Services
Chicago,
Illinois
|
$17.2M
|
+$4.28M
|
+19,160
|
+34%
|
|
|
1994
|
Managed Asset Portfolios
Rochester,
Michigan
|
$17.2M
|
-$1.82M
|
-8,139
|
-10%
|
|
|
1995
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$17.2M
|
-$598K
|
-2,680
|
-4%
|
|
|
1996
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$17.2M
|
-$402K
|
-1,800
|
-2%
|
|
|
1997
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$17.1M
|
-$157K
|
-705
|
-0.9%
|
|
|
1998
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$17.1M
|
-$78.6K
|
-352
|
-0.5%
|
|
|
1999
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$17.1M
|
+$273K
|
+1,224
|
+2%
|
|
|
2000
|
FLC Capital Advisors
Palm Desert,
California
|
$17.1M
|
–
|
–
|
–
|
|
