|
1976
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$457K
|
-$335K
|
-6,160
|
-43%
|
|
|
1977
|
Taurus Asset Management
New York
|
$457K
|
-$16.3K
|
-300
|
-4%
|
|
|
1978
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$452K
|
–
|
–
|
–
|
|
|
1979
|
Nuveen Fund Advisors
Chicago,
Illinois
|
$451K
|
-$248K
|
-4,560
|
-36%
|
|
|
1980
|
Hartford Financial Management
Hartford,
Connecticut
|
$449K
|
–
|
–
|
–
|
|
|
1981
|
WP Advisors
San Francisco,
California
|
$448K
|
–
|
–
|
–
|
|
|
1982
|
Good Life Advisors
Reading,
Pennsylvania
|
$445K
|
-$1.09K
|
-20
|
-0.3%
|
|
|
1983
|
Cardan Capital Partners
Denver,
Colorado
|
$444K
|
+$1.09K
|
+20
|
+0.3%
|
|
|
1984
|
Accuvest Global Advisors
Provo,
Utah
|
$443K
|
+$426K
|
+7,840
|
New
|
|
|
1985
|
Icon Wealth Partners
Houston,
Texas
|
$440K
|
-$81.6K
|
-1,500
|
-16%
|
|
|
1986
|
First Bankers Trust
Louisville,
Kentucky
|
$440K
|
–
|
–
|
–
|
|
|
1987
|
Fortis Advisors
Wayne,
Pennsylvania
|
$439K
|
–
|
–
|
–
|
|
|
1988
|
Regal Investment Advisors
Kentwood,
Michigan
|
$438K
|
-$175K
|
-3,220
|
-29%
|
|
|
1989
|
Horizon Investments
Charlotte,
North Carolina
|
$438K
|
-$132K
|
-2,420
|
-24%
|
|
|
1990
|
Kalos Management
Alpharetta,
Georgia
|
$438K
|
+$453K
|
+8,320
|
New
|
|
|
1991
|
WrapManager Inc
Mill Valley,
California
|
$436K
|
+$1.09K
|
+20
|
+0.3%
|
|
|
1992
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$434K
|
–
|
–
|
–
|
|
|
1993
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$432K
|
-$18.5K
|
-340
|
-4%
|
|
|
1994
|
Lenox Wealth Advisors
New York
|
$429K
|
-$65.3K
|
-1,200
|
-14%
|
|
|
1995
|
Plancorp LLC
Saint Louis,
Missouri
|
$427K
|
+$8.7K
|
+160
|
+2%
|
|
|
1996
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$427K
|
+$19.6K
|
+360
|
+5%
|
|
|
1997
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$425K
|
-$54.4K
|
-1,000
|
-12%
|
|
|
1998
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$425K
|
+$19.6K
|
+360
|
+5%
|
|
|
1999
|
Garrison Bradford & Associates
New York
|
$423K
|
-$32.6K
|
-600
|
-7%
|
|
|
2000
|
BigSur Wealth Management
Miami,
Florida
|
$423K
|
+$91.4K
|
+1,680
|
+29%
|
|
