|
1976
|
Unified Investment Management
Atlanta,
Georgia
|
$852K
|
+$7.02K
|
+114
|
+0.8%
|
|
|
1977
|
OneAscent Financial Services
Birmingham,
Alabama
|
$852K
|
-$60K
|
-974
|
-7%
|
|
|
1978
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$850K
|
-$6.83K
|
-111
|
-0.8%
|
|
|
1979
|
Apella Capital
West Hartford,
Connecticut
|
$849K
|
+$163K
|
+2,651
|
+22%
|
|
|
1980
|
|
$845K
|
+$60.8K
|
+988
|
+8%
|
|
|
1981
|
Tyche Wealth Partners
Plano,
Texas
|
$843K
|
-$120K
|
-1,948
|
-12%
|
|
|
1982
|
BluePath Capital Management
Atlanta,
Georgia
|
$838K
|
-$546K
|
-8,871
|
-40%
|
|
|
1983
|
Good Life Advisors
Reading,
Pennsylvania
|
$837K
|
-$101K
|
-1,648
|
-11%
|
|
|
1984
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$837K
|
+$49.6K
|
+805
|
+6%
|
|
|
1985
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$836K
|
-$276K
|
-4,486
|
-25%
|
|
|
1986
|
Steph & Co
Marinette,
Wisconsin
|
$833K
|
-$21K
|
-341
|
-2%
|
|
|
1987
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$830K
|
+$24.6K
|
+400
|
+3%
|
|
|
1988
|
Schnieders Capital Management
Pasadena,
California
|
$830K
|
-$381K
|
-6,193
|
-32%
|
|
|
1989
|
Beam Wealth Advisors
Covington,
Louisiana
|
$828K
|
-$31.8K
|
-517
|
-4%
|
|
|
1990
|
Beaton Management Company
Haverhill,
Massachusetts
|
$826K
|
–
|
–
|
–
|
|
|
1991
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$825K
|
+$4.31K
|
+70
|
+0.5%
|
|
|
1992
|
Autumn Glory Partners
Dallas,
Texas
|
$824K
|
–
|
–
|
–
|
|
|
1993
|
First Bankers Trust
Louisville,
Kentucky
|
$823K
|
-$34.5K
|
-560
|
-4%
|
|
|
1994
|
Cromwell Holdings
Jackson,
Wyoming
|
$823K
|
–
|
–
|
–
|
|
|
1995
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$821K
|
-$108K
|
-1,757
|
-12%
|
|
|
1996
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$819K
|
-$28.1K
|
-456
|
-3%
|
|
|
1997
|
SRN Advisors
Huntingdon Valley,
Pennsylvania
|
$815K
|
-$656K
|
-10,654
|
-45%
|
|
|
1998
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$815K
|
–
|
–
|
–
|
|
|
1999
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$812K
|
+$70.4K
|
+1,144
|
+10%
|
|
|
2000
|
Perritt Capital Management
Chicago,
Illinois
|
$811K
|
-$50.8K
|
-825
|
-6%
|
|
