|
1976
|
Hamel Associates
Chatham,
New Jersey
|
$379K
|
+$405K
|
+7,300
|
New
|
|
|
1977
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$375K
|
–
|
–
|
–
|
|
|
1978
|
QCI Asset Management
Pittsford,
New York
|
$375K
|
+$153K
|
+2,760
|
+62%
|
|
|
1979
|
Northstar Investment Advisors
Denver,
Colorado
|
$374K
|
–
|
–
|
–
|
|
|
1980
|
De Burlo Group
Boston,
Massachusetts
|
$373K
|
-$14.4M
|
-260,180
|
-97%
|
|
|
1981
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$373K
|
-$11.1M
|
-200,080
|
-97%
|
|
|
1982
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$373K
|
-$28.8K
|
-520
|
-7%
|
|
|
1983
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$373K
|
-$5.54K
|
-100
|
-1%
|
|
|
1984
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$373K
|
-$2.22K
|
-40
|
-0.6%
|
|
|
1985
|
Creative Financial Designs
Kokomo,
Indiana
|
$373K
|
+$159K
|
+2,860
|
+66%
|
|
|
1986
|
Capital Advantage
Walnut Creek,
California
|
$372K
|
-$25.5K
|
-460
|
-6%
|
|
|
1987
|
FAS Wealth Partners
Leawood,
Kansas
|
$372K
|
-$11.1K
|
-200
|
-3%
|
|
|
1988
|
BFSG LLC
Irvine,
California
|
$372K
|
+$6.65K
|
+120
|
+2%
|
|
|
1989
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$371K
|
–
|
–
|
–
|
|
|
1990
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$371K
|
+$41K
|
+740
|
+12%
|
|
|
1991
|
Cable Hill Partners
Portland,
Oregon
|
$370K
|
-$35.5K
|
-640
|
-8%
|
|
|
1992
|
New Potomac Partners
Bethesda,
Maryland
|
$370K
|
+$22.2K
|
+400
|
+6%
|
|
|
1993
|
Donaldson Capital Management
Evansville,
Indiana
|
$370K
|
+$72.1K
|
+1,300
|
+22%
|
|
|
1994
|
AFAM Capital
Austin,
Texas
|
$368K
|
–
|
–
|
–
|
|
|
1995
|
Cue Advisory Services
Phoenix,
Arizona
|
$365K
|
-$22.2K
|
-400
|
-5%
|
|
|
1996
|
Malaga Cove Capital
Pv Estates,
California
|
$365K
|
–
|
–
|
–
|
|
|
1997
|
Diametric Capital
Boston,
Massachusetts
|
$365K
|
+$390K
|
+7,040
|
New
|
|
|
1998
|
HT Partners
Centerbrook,
Connecticut
|
$362K
|
–
|
–
|
–
|
|
|
1999
|
Valley Wealth Managers
Paramus,
New Jersey
|
$361K
|
+$16.6K
|
+300
|
+5%
|
|
|
2000
|
Segment Wealth Management
Houston,
Texas
|
$360K
|
-$68.8K
|
-1,240
|
-15%
|
|
