|
1976
|
Reilly Herbert Faulkner III
|
$226K
|
–
|
–
|
–
|
|
|
1977
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$223K
|
–
|
–
|
–
|
|
|
1978
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$223K
|
+$217K
|
+1,077
|
New
|
|
|
1979
|
Lipe & Dalton
Syracuse,
New York
|
$221K
|
-$38.3K
|
-190
|
-15%
|
|
|
1980
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$220K
|
–
|
–
|
–
|
|
|
1981
|
Slow Capital
Greenbrae,
California
|
$220K
|
+$2.82K
|
+14
|
+1%
|
|
|
1982
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$220K
|
+$214K
|
+1,061
|
New
|
|
|
1983
|
Dimension Capital Management
Coral Gables,
Florida
|
$218K
|
-$403
|
-2
|
-0.2%
|
|
|
1984
|
Garrison Bradford & Associates
New York
|
$218K
|
–
|
–
|
–
|
|
|
1985
|
Verus Financial Partners
Richmond,
Virginia
|
$217K
|
+$805
|
+4
|
+0.4%
|
|
|
1986
|
Vision Capital Management
Portland,
Oregon
|
$216K
|
–
|
–
|
–
|
|
|
1987
|
Allstate Corporation
Northbrook,
Illinois
|
$215K
|
-$43.9K
|
-218
|
-17%
|
|
|
1988
|
Capital Management Associates (New York)
New York
|
$215K
|
–
|
–
|
–
|
|
|
1989
|
Diamond Hill Capital Management
Columbus,
Ohio
|
$215K
|
+$209K
|
+1,036
|
New
|
|
|
1990
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$214K
|
-$40.3K
|
-200
|
-16%
|
|
|
1991
|
McIlrath & Eck
Arlington,
Washington
|
$214K
|
+$70.1K
|
+348
|
+51%
|
|
|
1992
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$213K
|
-$8.25K
|
-41
|
-4%
|
|
|
1993
|
Zebra Capital Management
Stamford,
Connecticut
|
$210K
|
+$204K
|
+1,012
|
New
|
|
|
1994
|
Dragon Financial & Investment Group
San Mateo,
California
|
$209K
|
-$171K
|
-851
|
-46%
|
|
|
1995
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$209K
|
-$114K
|
-565
|
-36%
|
|
|
1996
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$209K
|
-$48.9K
|
-243
|
-19%
|
|
|
1997
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$209K
|
-$22.8K
|
-113
|
-10%
|
|
|
1998
|
FCG Advisors
Chatham,
New Jersey
|
$209K
|
-$9.66K
|
-48
|
-5%
|
|
|
1999
|
Reliance Trust
Atlanta,
Georgia
|
$209K
|
+$203K
|
+1,008
|
New
|
|
|
2000
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$208K
|
+$201K
|
+1,000
|
New
|
|
