|
1976
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$653K
|
+$57.3K
|
+1,060
|
+9%
|
|
|
1977
|
Alera Investment Advisors
Deerfield,
Illinois
|
$653K
|
+$676K
|
+12,500
|
New
|
|
|
1978
|
Signet Financial Management
Parsippany,
New Jersey
|
$650K
|
-$72.4K
|
-1,340
|
-10%
|
|
|
1979
|
Underhill Investment Management
Greenbrae,
California
|
$648K
|
–
|
–
|
–
|
|
|
1980
|
Courier Capital
Buffalo,
New York
|
$648K
|
+$32.4K
|
+600
|
+5%
|
|
|
1981
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$646K
|
-$47.6K
|
-880
|
-7%
|
|
|
1982
|
Riverview Trust Company
Vancouver,
Washington
|
$644K
|
+$666K
|
+12,320
|
New
|
|
|
1983
|
RBO & Co
Saint Helena,
California
|
$643K
|
–
|
–
|
–
|
|
|
1984
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$643K
|
+$432K
|
+8,000
|
+186%
|
|
|
1985
|
Oak Asset Management
Westlake Village,
California
|
$642K
|
-$72.4K
|
-1,340
|
-10%
|
|
|
1986
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$642K
|
+$17.3K
|
+320
|
+3%
|
|
|
1987
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$640K
|
-$429K
|
-7,940
|
-39%
|
|
|
1988
|
Southport Capital Management
Chattanooga,
Tennessee
|
$637K
|
+$3.24K
|
+60
|
+0.5%
|
|
|
1989
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$636K
|
-$78.9K
|
-1,460
|
-11%
|
|
|
1990
|
Stelac Advisory Services
New York
|
$634K
|
-$1.02M
|
-18,800
|
-61%
|
|
|
1991
|
Squar Milner Financial Services
Irvine,
California
|
$633K
|
+$16.2K
|
+300
|
+3%
|
|
|
1992
|
Davidson Investment Advisors
Great Falls,
Montana
|
$632K
|
-$27K
|
-500
|
-4%
|
|
|
1993
|
McQueen Ball & Associates
Bethlehem,
Pennsylvania
|
$631K
|
–
|
–
|
–
|
|
|
1994
|
Pinion Investment Advisors
Wichita,
Kansas
|
$631K
|
+$119K
|
+2,200
|
+22%
|
|
|
1995
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$630K
|
+$54K
|
+1,000
|
+9%
|
|
|
1996
|
Miller Value Partners
Sarasota,
Florida
|
$627K
|
–
|
–
|
–
|
|
|
1997
|
Meridian Financial Partners
Warrenton,
Virginia
|
$627K
|
+$649K
|
+12,000
|
New
|
|
|
1998
|
Quantres Asset Management
Cayman,
Cayman Islands
|
$627K
|
+$649K
|
+12,000
|
New
|
|
|
1999
|
Virtue Capital Management
Brentwood,
Tennessee
|
$624K
|
-$436K
|
-8,060
|
-40%
|
|
|
2000
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$623K
|
+$644K
|
+11,920
|
New
|
|
