|
1976
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.98M
|
-$341K
|
-2,920
|
-11%
|
|
|
1977
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.98M
|
+$53.7K
|
+460
|
+2%
|
|
|
1978
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.98M
|
+$91.1K
|
+780
|
+3%
|
|
|
1979
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$2.96M
|
+$1.21M
|
+10,320
|
+74%
|
|
|
1980
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$2.96M
|
+$512K
|
+4,380
|
+22%
|
|
|
1981
|
Ascendant Capital Management
Los Angeles,
California
|
$2.93M
|
-$234K
|
-2,000
|
-8%
|
|
|
1982
|
PFG Advisors
Phoenix,
Arizona
|
$2.92M
|
+$60.7K
|
+520
|
+2%
|
|
|
1983
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$2.92M
|
-$362K
|
-3,100
|
-11%
|
|
|
1984
|
Blue Square Asset Management
New York
|
$2.92M
|
+$201K
|
+1,720
|
+8%
|
|
|
1985
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$2.92M
|
+$133K
|
+1,140
|
+5%
|
|
|
1986
|
Penserra Capital Management
Orinda,
California
|
$2.91M
|
-$1.07M
|
-9,140
|
-28%
|
|
|
1987
|
Mission Creek Capital Partners
San Francisco,
California
|
$2.91M
|
–
|
–
|
–
|
|
|
1988
|
Essex Savings Bank
Essex,
Connecticut
|
$2.91M
|
+$11.7K
|
+100
|
+0.4%
|
|
|
1989
|
Great Diamond Partners
Portland,
Maine
|
$2.9M
|
+$114K
|
+980
|
+4%
|
|
|
1990
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$2.88M
|
-$313K
|
-2,680
|
-10%
|
|
|
1991
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$2.88M
|
-$18.7K
|
-160
|
-0.7%
|
|
|
1992
|
LVW Advisors
Pittsford,
New York
|
$2.87M
|
-$376K
|
-3,220
|
-12%
|
|
|
1993
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$2.86M
|
-$30.4K
|
-260
|
-1%
|
|
|
1994
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$2.86M
|
+$128K
|
+1,100
|
+5%
|
|
|
1995
|
Tiemann Investment Advisors
Menlo Park,
California
|
$2.86M
|
-$4.67K
|
-40
|
-0.2%
|
|
|
1996
|
GoalVest Advisory
New York
|
$2.85M
|
+$44.4K
|
+380
|
+2%
|
|
|
1997
|
Accel Wealth Management
Waverly,
Iowa
|
$2.85M
|
+$9.34K
|
+80
|
+0.3%
|
|
|
1998
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$2.85M
|
+$42K
|
+360
|
+2%
|
|
|
1999
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$2.84M
|
+$913K
|
+7,820
|
+51%
|
|
|
2000
|
Sterneck Capital Management
Kansas City,
Missouri
|
$2.83M
|
–
|
–
|
–
|
|
