|
1976
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$6.04M
|
-$44.9K
|
-274
|
-0.8%
|
|
|
1977
|
Vickerman Investment Advisors
Spokane,
Washington
|
$6.04M
|
+$475K
|
+2,900
|
+9%
|
|
|
1978
|
Dover Advisors
Richmond,
Virginia
|
$6.03M
|
+$170K
|
+1,038
|
+3%
|
|
|
1979
|
Paradigm Asset Management
New York
|
$6.03M
|
+$1.65M
|
+10,100
|
+42%
|
|
|
1980
|
Naman Capital
Sao Paulo,
Brazil
|
$6.03M
|
–
|
–
|
–
|
|
|
1981
|
Everhart Financial Group
Dublin,
Ohio
|
$6.02M
|
+$26.7K
|
+163
|
+0.5%
|
|
|
1982
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$6.02M
|
+$729K
|
+4,452
|
+15%
|
|
|
1983
|
Cornerstone Enterprises
Appleton,
Wisconsin
|
$6.01M
|
-$3.25M
|
-19,883
|
-37%
|
|
|
1984
|
Romano Brothers & Co
Evanston,
Illinois
|
$6.01M
|
-$18.2K
|
-111
|
-0.3%
|
|
|
1985
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$6M
|
+$660K
|
+4,030
|
+15%
|
|
|
1986
|
Arax Advisory Partners
Denver,
Colorado
|
$6M
|
+$936K
|
+5,718
|
+20%
|
|
|
1987
|
Ervin Investment Management
Seattle,
Washington
|
$6M
|
-$405K
|
-2,476
|
-7%
|
|
|
1988
|
Capital Group Investment Management
Raffles Quay,
Singapore
|
$6M
|
+$606K
|
+3,704
|
+12%
|
|
|
1989
|
Kerrisdale Advisers
Miami,
Florida
|
$5.98M
|
-$5.05M
|
-30,825
|
-48%
|
|
|
1990
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$5.97M
|
-$853K
|
-5,213
|
-13%
|
|
|
1991
|
Wharton Business Group
Malvern,
Pennsylvania
|
$5.96M
|
+$27.8K
|
+170
|
+0.5%
|
|
|
1992
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$5.96M
|
-$438K
|
-2,677
|
-7%
|
|
|
1993
|
Kercheville Advisors
San Antonio,
Texas
|
$5.95M
|
+$56K
|
+342
|
+1%
|
|
|
1994
|
Grassi Investment Management
Santa Clara,
California
|
$5.91M
|
-$3.52M
|
-21,475
|
-39%
|
|
|
1995
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$5.91M
|
+$46K
|
+281
|
+0.8%
|
|
|
1996
|
OMC Financial Services
Dewitt,
New York
|
$5.9M
|
+$65K
|
+397
|
+1%
|
|
|
1997
|
Shorepath Capital Management
Park City,
Utah
|
$5.89M
|
+$587K
|
+3,589
|
+12%
|
|
|
1998
|
|
$5.89M
|
-$16.4K
|
-100
|
-0.3%
|
|
|
1999
|
Koshinski Asset Management
Decatur,
Illinois
|
$5.88M
|
+$55.2K
|
+337
|
+1%
|
|
|
2000
|
Bosman Wealth Management
Redlands,
California
|
$5.88M
|
+$927K
|
+5,663
|
+20%
|
|
