|
1976
|
St. Johns Investment Management
Jacksonville,
Florida
|
$789K
|
+$742K
|
+1,466
|
New
|
|
|
1977
|
Sustainable Insight Capital Management
New York
|
$787K
|
-$166K
|
-329
|
-18%
|
|
|
1978
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$786K
|
-$1.01K
|
-2
|
-0.1%
|
|
|
1979
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
$784K
|
+$126K
|
+249
|
+21%
|
|
|
1980
|
Drake & Associates
Waukesha,
Wisconsin
|
$783K
|
+$736K
|
+1,454
|
New
|
|
|
1981
|
Overbrook Management Corp
New York
|
$783K
|
–
|
–
|
–
|
|
|
1982
|
Oxbow Advisors
Austin,
Texas
|
$783K
|
+$69.3K
|
+137
|
+10%
|
|
|
1983
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$780K
|
-$20.2K
|
-40
|
-3%
|
|
|
1984
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$780K
|
+$109K
|
+216
|
+18%
|
|
|
1985
|
Bridge Advisory
Pasadena,
California
|
$778K
|
+$13.7K
|
+27
|
+2%
|
|
|
1986
|
Integral Investment Advisors
Turlock,
California
|
$777K
|
+$2.02K
|
+4
|
+0.3%
|
|
|
1987
|
Montag & Caldwell
Atlanta,
Georgia
|
$777K
|
–
|
–
|
–
|
|
|
1988
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$776K
|
–
|
–
|
–
|
|
|
1989
|
TD Private Client Wealth
New York
|
$774K
|
+$2.53K
|
+5
|
+0.3%
|
|
|
1990
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$773K
|
-$4.55K
|
-9
|
-0.6%
|
|
|
1991
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$773K
|
-$1.52K
|
-3
|
-0.2%
|
|
|
1992
|
Astoria Portfolio Advisors
New York
|
$772K
|
-$5.06K
|
-10
|
-0.7%
|
|
|
1993
|
Excalibur Management
Waltham,
Massachusetts
|
$771K
|
+$506
|
+1
|
+0.1%
|
|
|
1994
|
Robinswood Financial
Kirkland,
Washington
|
$770K
|
+$724K
|
+1,430
|
New
|
|
|
1995
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$770K
|
+$39.5K
|
+78
|
+6%
|
|
|
1996
|
BSW Wealth Partners
Boulder,
Colorado
|
$769K
|
+$4.05K
|
+8
|
+0.6%
|
|
|
1997
|
Sentry LLC
Memphis,
Tennessee
|
$769K
|
–
|
–
|
–
|
|
|
1998
|
Capital Square
Chattanooga,
Tennessee
|
$767K
|
-$9.61K
|
-19
|
-1%
|
|
|
1999
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$767K
|
–
|
–
|
–
|
|
|
2000
|
|
$765K
|
-$102K
|
-201
|
-12%
|
|
