|
1976
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$467K
|
+$4.26K
|
+36
|
+0.9%
|
|
|
1977
|
Wedge Capital Management
Charlotte,
North Carolina
|
$466K
|
-$22.3K
|
-188
|
-5%
|
|
|
1978
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$465K
|
–
|
–
|
–
|
|
|
1979
|
Evermay Wealth Management
Arlington,
Virginia
|
$465K
|
–
|
–
|
–
|
|
|
1980
|
HMS Capital Management
Nashville,
Tennessee
|
$465K
|
+$11.8K
|
+100
|
+3%
|
|
|
1981
|
Simon Quick Advisors
Morristown,
New Jersey
|
$462K
|
+$16.6K
|
+140
|
+4%
|
|
|
1982
|
Foster & Motley
Cincinnati,
Ohio
|
$461K
|
+$50.4K
|
+425
|
+12%
|
|
|
1983
|
Bristlecone Advisors
Bellevue,
Washington
|
$460K
|
–
|
–
|
–
|
|
|
1984
|
WD Rutherford
Portland,
Oregon
|
$460K
|
+$96K
|
+810
|
+27%
|
|
|
1985
|
Van Strum & Towne
San Francisco,
California
|
$459K
|
–
|
–
|
–
|
|
|
1986
|
Aveo Capital Partners
Englewood,
Colorado
|
$458K
|
+$453K
|
+3,823
|
New
|
|
|
1987
|
Phocas Financial Corp
Alameda,
California
|
$457K
|
–
|
–
|
–
|
|
|
1988
|
EPG Wealth Management
Atlanta,
Georgia
|
$456K
|
+$52.4K
|
+442
|
+13%
|
|
|
1989
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$455K
|
-$474
|
-4
|
-0.1%
|
|
|
1990
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$455K
|
+$35.5K
|
+300
|
+9%
|
|
|
1991
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$453K
|
–
|
–
|
–
|
|
|
1992
|
Magnus Financial Group
New York
|
$448K
|
-$532K
|
-4,489
|
-55%
|
|
|
1993
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$448K
|
-$2.84K
|
-24
|
-0.6%
|
|
|
1994
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$448K
|
+$35.3K
|
+298
|
+9%
|
|
|
1995
|
Corbett Road Capital Management
Mclean,
Virginia
|
$448K
|
+$141K
|
+1,193
|
+47%
|
|
|
1996
|
|
$447K
|
-$52.8K
|
-446
|
-11%
|
|
|
1997
|
Birch Capital Management
Dallas,
Texas
|
$447K
|
–
|
–
|
–
|
|
|
1998
|
Aljian Capital Management
Carson City,
Nevada
|
$446K
|
-$6.87K
|
-58
|
-2%
|
|
|
1999
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$446K
|
+$6.52K
|
+55
|
+1%
|
|
|
2000
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$446K
|
+$17.8K
|
+150
|
+4%
|
|
