|
1976
|
Wedge Capital Management
Charlotte,
North Carolina
|
$295K
|
-$66.3K
|
-1,017
|
-19%
|
|
|
1977
|
CMG Global Holdings
Plano,
Texas
|
$295K
|
-$4.24K
|
-65
|
-1%
|
|
|
1978
|
Successful Portfolios
Clearwater,
Florida
|
$295K
|
–
|
–
|
–
|
|
|
1979
|
Rinet Company
Boston,
Massachusetts
|
$295K
|
+$1.83K
|
+28
|
+0.6%
|
|
|
1980
|
Financial Partners Capital Management
New York
|
$294K
|
–
|
–
|
–
|
|
|
1981
|
Brown Capital Management
Baltimore,
Maryland
|
$294K
|
–
|
–
|
–
|
|
|
1982
|
Freedom Day Solutions
Houston,
Texas
|
$293K
|
-$1.44M
|
-22,141
|
-83%
|
|
|
1983
|
Boltwood Capital Management
Walnut Creek,
California
|
$293K
|
-$13K
|
-200
|
-4%
|
|
|
1984
|
Northside Capital Management
Hood River,
Oregon
|
$293K
|
-$10.4K
|
-160
|
-4%
|
|
|
1985
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$292K
|
–
|
–
|
–
|
|
|
1986
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$291K
|
+$456
|
+7
|
+0.2%
|
|
|
1987
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$291K
|
+$31.9K
|
+489
|
+13%
|
|
|
1988
|
Wambolt & Associates
Littleton,
Colorado
|
$290K
|
+$285K
|
+4,364
|
New
|
|
|
1989
|
Acadian Asset Management
Boston,
Massachusetts
|
$289K
|
–
|
–
|
–
|
|
|
1990
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$289K
|
–
|
–
|
–
|
|
|
1991
|
Hutchinson Capital Management
San Rafael,
California
|
$289K
|
+$5.22K
|
+80
|
+2%
|
|
|
1992
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$288K
|
-$11.9K
|
-183
|
-4%
|
|
|
1993
|
Trinity Financial Advisors
Columbus,
Ohio
|
$288K
|
-$1.37K
|
-21
|
-0.5%
|
|
|
1994
|
SSI Investment Management
Los Angeles,
California
|
$288K
|
+$196
|
+3
|
+0.1%
|
|
|
1995
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$288K
|
+$33.6K
|
+516
|
+14%
|
|
|
1996
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$286K
|
+$9.06K
|
+139
|
+3%
|
|
|
1997
|
Strategic Blueprint
Atlanta,
Georgia
|
$286K
|
+$279K
|
+4,274
|
New
|
|
|
1998
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$285K
|
-$131K
|
-2,010
|
-32%
|
|
|
1999
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$284K
|
-$294K
|
-4,503
|
-50%
|
|
|
2000
|
Delta Investment Management
San Francisco,
California
|
$284K
|
+$1.3K
|
+20
|
+0.5%
|
|
