|
1976
|
Garda Capital Partners
Wayzata,
Minnesota
|
$1.18M
|
+$1.2M
|
+7,912
|
New
|
|
|
1977
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.18M
|
-$185K
|
-1,221
|
-13%
|
|
|
1978
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$1.18M
|
+$4.84K
|
+32
|
+0.4%
|
|
|
1979
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$1.17M
|
-$41.1K
|
-272
|
-3%
|
|
|
1980
|
M&R Capital Management
Summit,
New Jersey
|
$1.17M
|
+$85.9K
|
+568
|
+8%
|
|
|
1981
|
Union Savings Bank
Litchfield,
Connecticut
|
$1.17M
|
-$23.6K
|
-156
|
-2%
|
|
|
1982
|
Symmetry Investments
St Helier,
Jersey
|
$1.17M
|
-$209K
|
-1,380
|
-15%
|
|
|
1983
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.16M
|
+$44.9K
|
+297
|
+4%
|
|
|
1984
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$1.16M
|
-$54.4K
|
-360
|
-4%
|
|
|
1985
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.16M
|
–
|
–
|
–
|
|
|
1986
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
1987
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.16M
|
+$71.8K
|
+475
|
+6%
|
|
|
1988
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$1.16M
|
-$29.9K
|
-198
|
-2%
|
|
|
1989
|
XR Securities
Chicago,
Illinois
|
$1.15M
|
+$1.17M
|
+7,739
|
New
|
|
|
1990
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$1.15M
|
+$150K
|
+993
|
+15%
|
|
|
1991
|
Steward Partners Investment Solutions
Portland,
Oregon
|
$1.15M
|
+$1.17M
|
+7,724
|
New
|
|
|
1992
|
Invera Wealth Advisors
Bend,
Oregon
|
$1.15M
|
+$1.17M
|
+7,717
|
New
|
|
|
1993
|
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
|
$1.15M
|
+$482K
|
+3,185
|
+70%
|
|
|
1994
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$1.15M
|
+$39K
|
+258
|
+3%
|
|
|
1995
|
Ackerman Capital Advisors
Dallas,
Texas
|
$1.15M
|
–
|
–
|
–
|
|
|
1996
|
Holt Capital Partners
Fort Worth,
Texas
|
$1.15M
|
–
|
–
|
–
|
|
|
1997
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$1.15M
|
+$257K
|
+1,700
|
+28%
|
|
|
1998
|
My Legacy Advisors
Bend,
Oregon
|
$1.15M
|
+$38.6K
|
+255
|
+3%
|
|
|
1999
|
Strong Tower Advisory Services
Minneapolis,
Minnesota
|
$1.15M
|
+$151
|
+1
|
+0%
|
|
|
2000
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$1.14M
|
+$278K
|
+1,837
|
+32%
|
|
