|
1976
|
Foster & Motley
Cincinnati,
Ohio
|
$441K
|
-$16.7K
|
-136
|
-4%
|
|
|
1977
|
Birch Capital Management
Dallas,
Texas
|
$441K
|
–
|
–
|
–
|
|
|
1978
|
Cardan Capital Partners
Denver,
Colorado
|
$440K
|
+$28.6K
|
+233
|
+7%
|
|
|
1979
|
Cooper/Haims Advisors
Victor,
New York
|
$439K
|
-$12.3K
|
-100
|
-3%
|
|
|
1980
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$439K
|
+$24.6K
|
+200
|
+6%
|
|
|
1981
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$438K
|
+$4.67K
|
+38
|
+1%
|
|
|
1982
|
Summit Asset Management
Memphis,
Tennessee
|
$437K
|
–
|
–
|
–
|
|
|
1983
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$436K
|
-$92.7K
|
-755
|
-17%
|
|
|
1984
|
Harvest Fund Management
Beijing,
China
|
$436K
|
–
|
–
|
–
|
|
|
1985
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$432K
|
–
|
–
|
–
|
|
|
1986
|
Addison Advisors
Middlebury,
Vermont
|
$431K
|
–
|
–
|
–
|
|
|
1987
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$430K
|
-$11.8K
|
-96
|
-3%
|
|
|
1988
|
KFA Private Wealth Group
Tysons,
Virginia
|
$430K
|
+$22.1K
|
+180
|
+5%
|
|
|
1989
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$429K
|
-$236K
|
-1,921
|
-35%
|
|
|
1990
|
Fox Run Management
Greenwich,
Connecticut
|
$429K
|
+$446K
|
+3,628
|
New
|
|
|
1991
|
Domani Wealth
Lancaster,
Pennsylvania
|
$427K
|
-$28K
|
-228
|
-6%
|
|
|
1992
|
LVW Advisors
Pittsford,
New York
|
$427K
|
+$13.4K
|
+109
|
+3%
|
|
|
1993
|
Alera Investment Advisors
Deerfield,
Illinois
|
$425K
|
-$4.54K
|
-37
|
-1%
|
|
|
1994
|
Barber Financial Group
Lenexa,
Kansas
|
$424K
|
–
|
–
|
–
|
|
|
1995
|
Resource Management
Metairie,
Louisiana
|
$424K
|
+$75.7K
|
+616
|
+21%
|
|
|
1996
|
Opus Capital Group
Cincinnati,
Ohio
|
$421K
|
-$127K
|
-1,030
|
-22%
|
|
|
1997
|
Corbett Road Capital Management
Mclean,
Virginia
|
$421K
|
+$32.8K
|
+267
|
+8%
|
|
|
1998
|
Voya Financial Advisors
Windsor,
Connecticut
|
$420K
|
+$115K
|
+937
|
+36%
|
|
|
1999
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$419K
|
-$123K
|
-999
|
-22%
|
|
|
2000
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$419K
|
-$19.8K
|
-161
|
-4%
|
|
