|
1976
|
SWS Partners
Columbus,
Ohio
|
$4.49M
|
-$71.2K
|
-530
|
-2%
|
|
|
1977
|
|
$4.48M
|
+$37.6K
|
+280
|
+0.9%
|
|
|
1978
|
Vanderbilt University
Nashville,
Tennessee
|
$4.47M
|
+$777K
|
+5,781
|
+22%
|
|
|
1979
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.46M
|
+$386K
|
+2,872
|
+10%
|
|
|
1980
|
Paradigm Asset Management
New York
|
$4.44M
|
-$80.6K
|
-600
|
-2%
|
|
|
1981
|
Sterling Investment Counsel
Buffalo,
New York
|
$4.44M
|
+$76.9K
|
+572
|
+2%
|
|
|
1982
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$4.43M
|
+$3.36K
|
+25
|
+0.1%
|
|
|
1983
|
Dudley Capital Management
Middleburg,
Virginia
|
$4.43M
|
+$146K
|
+1,084
|
+4%
|
|
|
1984
|
Signify Wealth
Saint Louis,
Missouri
|
$4.43M
|
-$8.33K
|
-62
|
-0.2%
|
|
|
1985
|
Griffin Asset Management
New York
|
$4.43M
|
-$110K
|
-817
|
-3%
|
|
|
1986
|
Intellectus Partners
San Francisco,
California
|
$4.43M
|
-$237K
|
-1,766
|
-5%
|
|
|
1987
|
Archford Capital Strategies
Swansea,
Illinois
|
$4.43M
|
-$257K
|
-1,916
|
-6%
|
|
|
1988
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$4.43M
|
+$728K
|
+5,421
|
+21%
|
|
|
1989
|
Realta Investment Advisors
Wilmington,
Delaware
|
$4.42M
|
+$450K
|
+3,353
|
+12%
|
|
|
1990
|
Hall Capital Management
Barrington,
Rhode Island
|
$4.4M
|
-$119K
|
-886
|
-3%
|
|
|
1991
|
Capital Management
Glen Allen,
Virginia
|
$4.39M
|
-$247K
|
-1,835
|
-6%
|
|
|
1992
|
Asset Dedication LLC
San Francisco,
California
|
$4.39M
|
+$18.8K
|
+140
|
+0.4%
|
|
|
1993
|
Connable Office Inc
Kalamazoo,
Michigan
|
$4.39M
|
-$51.6K
|
-384
|
-1%
|
|
|
1994
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$4.39M
|
-$136K
|
-1,015
|
-3%
|
|
|
1995
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.38M
|
+$17.7K
|
+132
|
+0.4%
|
|
|
1996
|
Voloridge Investment Management
Jupiter,
Florida
|
$4.37M
|
+$4.21M
|
+31,315
|
New
|
|
|
1997
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$4.37M
|
+$4.2M
|
+31,272
|
New
|
|
|
1998
|
Stiles Financial Services
Edina,
Minnesota
|
$4.35M
|
+$72.7K
|
+541
|
+2%
|
|
|
1999
|
Leeward Financial Partners
Bellevue,
Washington
|
$4.35M
|
-$302K
|
-2,246
|
-7%
|
|
|
2000
|
Wintrust Investments
Chicago,
Illinois
|
$4.33M
|
+$243K
|
+1,808
|
+6%
|
|
