|
1976
|
KHP Capital
Tulsa,
Oklahoma
|
$92K
|
+$97.2K
|
+518
|
New
|
|
|
1977
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$91K
|
–
|
–
|
–
|
|
|
1978
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$89K
|
+$93.3K
|
+497
|
New
|
|
|
1979
|
Smart Portfolios LLC
Seattle,
Washington
|
$89K
|
+$93.8K
|
+500
|
New
|
|
|
1980
|
Trilogy Capital
Irvine,
California
|
$89K
|
+$93.8K
|
+500
|
New
|
|
|
1981
|
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
$88K
|
+$91.9K
|
+490
|
New
|
|
|
1982
|
American Research & Management Company
Marion,
Massachusetts
|
$83K
|
–
|
–
|
–
|
|
|
1983
|
ETF Managers Group
Summit,
New Jersey
|
$83K
|
+$11.3K
|
+60
|
+14%
|
|
|
1984
|
Elmwood Wealth Management
Berkeley,
California
|
$80.3K
|
+$84.6K
|
+451
|
New
|
|
|
1985
|
Ballew Advisors
Jackson,
Mississippi
|
$77K
|
+$80.7K
|
+430
|
New
|
|
|
1986
|
Perennial Advisors
New York
|
$74K
|
-$40.2K
|
-214
|
-34%
|
|
|
1987
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$71K
|
-$75.1K
|
-400
|
-50%
|
|
|
1988
|
Armbruster Capital Management
Pittsford,
New York
|
$71K
|
-$9.38K
|
-50
|
-11%
|
|
|
1989
|
Whitney & Co
Rochester,
New York
|
$71K
|
+$75.1K
|
+400
|
New
|
|
|
1990
|
Financial Enhancement Group
Anderson,
Indiana
|
$70K
|
+$73.6K
|
+392
|
New
|
|
|
1991
|
Nomura Holdings
Tokyo,
Japan
|
$67K
|
+$49M
|
+261,002
|
+236%
|
|
|
1992
|
Thompson Davis & Co
Richmond,
Virginia
|
$67K
|
-$14.1K
|
-75
|
-17%
|
|
|
1993
|
HWG Holdings
Houston,
Texas
|
$65K
|
-$2.81K
|
-15
|
-4%
|
|
|
1994
|
Horan Securities
Cincinnati,
United States
|
$65K
|
–
|
–
|
–
|
|
|
1995
|
Portfolio Strategies
Monsey,
New York
|
$61K
|
+$375
|
+2
|
+0.6%
|
|
|
1996
|
Watermark Asset Management
San Ramon,
California
|
$58K
|
-$10.9K
|
-58
|
-15%
|
|
|
1997
|
Litman Gregory Wealth Management
Larkspur,
California
|
$58K
|
+$61K
|
+325
|
New
|
|
|
1998
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$57.9K
|
+$31.9K
|
+170
|
+110%
|
|
|
1999
|
Crewe Advisors
Salt Lake City,
Utah
|
$57K
|
+$13.1K
|
+70
|
+28%
|
|
|
2000
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$55K
|
-$99.4K
|
-530
|
-63%
|
|
