|
1976
|
Intrua Financial
Houston,
Texas
|
$20.1M
|
+$1.38M
|
+5,123
|
+7%
|
|
|
1977
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$20M
|
+$25.2K
|
+94
|
+0.1%
|
|
|
1978
|
ProVise Management Group
Clearwater,
Florida
|
$20M
|
-$593K
|
-2,210
|
-3%
|
|
|
1979
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$20M
|
-$148K
|
-550
|
-0.7%
|
|
|
1980
|
Flynn Zito Capital Management
Garden City,
New York
|
$20M
|
-$125K
|
-466
|
-0.6%
|
|
|
1981
|
Papamarkou Wellner Asset Management
New York
|
$20M
|
-$137K
|
-510
|
-0.7%
|
|
|
1982
|
KPP Advisory Services
Louisville,
Kentucky
|
$20M
|
-$190K
|
-706
|
-1%
|
|
|
1983
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$19.9M
|
-$61.5K
|
-229
|
-0.3%
|
|
|
1984
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$19.9M
|
-$306K
|
-1,140
|
-2%
|
|
|
1985
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$19.9M
|
-$5.68M
|
-21,158
|
-22%
|
|
|
1986
|
|
$19.9M
|
-$947K
|
-3,526
|
-5%
|
|
|
1987
|
Ring Mountain Capital
Tiburon,
California
|
$19.9M
|
+$57.4K
|
+214
|
+0.3%
|
|
|
1988
|
SS&H Financial Advisors
Troy,
Michigan
|
$19.9M
|
-$49.7K
|
-185
|
-0.3%
|
|
|
1989
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$19.9M
|
-$1.48M
|
-5,518
|
-7%
|
|
|
1990
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$19.8M
|
-$72.2K
|
-269
|
-0.4%
|
|
|
1991
|
Pasadena Private Wealth
Pasadena,
California
|
$19.8M
|
+$304K
|
+1,134
|
+2%
|
|
|
1992
|
Triad Wealth Partners
Lawrence,
Kansas
|
$19.8M
|
+$4.7M
|
+17,493
|
+32%
|
|
|
1993
|
Manitou Investment Management
Toronto,
Ontario, Canada
|
$19.8M
|
-$215K
|
-800
|
-1%
|
|
|
1994
|
Crews Bank & Trust
Wauchula,
Florida
|
$19.8M
|
-$717K
|
-2,671
|
-4%
|
|
|
1995
|
Gradient Capital Advisors
San Diego,
California
|
$19.8M
|
-$205K
|
-764
|
-1%
|
|
|
1996
|
Schonfeld Strategic Advisors
New York
|
$19.8M
|
-$39.2M
|
-145,864
|
-67%
|
|
|
1997
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$19.8M
|
-$4.11M
|
-15,300
|
-17%
|
|
|
1998
|
William John Sempolinski
Easton,
Massachusetts
|
$19.8M
|
+$19.5M
|
+72,695
|
New
|
|
|
1999
|
Diversified Management
Milwaukee,
Wisconsin
|
$19.8M
|
+$19.5M
|
+72,669
|
New
|
|
|
2000
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$19.8M
|
+$1.44M
|
+5,363
|
+8%
|
|
