|
1976
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$537K
|
+$26.6K
|
+440
|
+5%
|
|
|
1977
|
PagnatoKarp Partners
Reston,
Virginia
|
$536K
|
+$18.2K
|
+300
|
+3%
|
|
|
1978
|
Gilbert & Cook
West Des Moines,
Iowa
|
$532K
|
-$23K
|
-380
|
-4%
|
|
|
1979
|
Tradewinds Capital Management
Bellingham,
Washington
|
$532K
|
+$15.7K
|
+260
|
+3%
|
|
|
1980
|
Donaldson Capital Management
Evansville,
Indiana
|
$532K
|
+$123K
|
+2,040
|
+30%
|
|
|
1981
|
Vicus Capital
State College,
Pennsylvania
|
$531K
|
+$10.9K
|
+180
|
+2%
|
|
|
1982
|
WrapManager Inc
Mill Valley,
California
|
$531K
|
+$65.4K
|
+1,080
|
+14%
|
|
|
1983
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$528K
|
+$2.42K
|
+40
|
+0.5%
|
|
|
1984
|
Financial Advisory Group
Houston,
Texas
|
$527K
|
+$4.84K
|
+80
|
+0.9%
|
|
|
1985
|
Oakworth Capital
Birmingham,
Alabama
|
$527K
|
+$111K
|
+1,840
|
+27%
|
|
|
1986
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$519K
|
–
|
–
|
–
|
|
|
1987
|
Eidelman Virant Capital
Saint Louis,
Missouri
|
$517K
|
+$151K
|
+2,500
|
+41%
|
|
|
1988
|
RPG Investment Advisory
Pleasanton,
California
|
$513K
|
–
|
–
|
–
|
|
|
1989
|
CNB Bank
Clearfield,
Pennsylvania
|
$512K
|
-$17K
|
-280
|
-3%
|
|
|
1990
|
Shufro Rose & Co
New York
|
$512K
|
+$113K
|
+1,860
|
+28%
|
|
|
1991
|
Virginia National Bank
Charlottesville,
Virginia
|
$511K
|
+$512K
|
+8,460
|
New
|
|
|
1992
|
McDaniel Terry & Co
Austin,
Texas
|
$507K
|
-$285K
|
-4,700
|
-36%
|
|
|
1993
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$506K
|
+$52.1K
|
+860
|
+11%
|
|
|
1994
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$499K
|
+$55.7K
|
+920
|
+13%
|
|
|
1995
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$495K
|
–
|
–
|
–
|
|
|
1996
|
Fairview Capital Investment Management
Greenbrae,
California
|
$494K
|
-$18.2K
|
-300
|
-4%
|
|
|
1997
|
Perennial Advisors
New York
|
$490K
|
–
|
–
|
–
|
|
|
1998
|
Taurus Asset Management
New York
|
$489K
|
–
|
–
|
–
|
|
|
1999
|
Arax Advisory Partners
Denver,
Colorado
|
$480K
|
-$481K
|
-7,940
|
-50%
|
|
|
2000
|
Hartford Financial Management
Hartford,
Connecticut
|
$480K
|
–
|
–
|
–
|
|
