|
1976
|
Altman Advisors
Chicago,
Illinois
|
$402K
|
–
|
–
|
–
|
|
|
1977
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$402K
|
–
|
–
|
–
|
|
|
1978
|
|
$400K
|
+$132K
|
+2,687
|
+53%
|
|
|
1979
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$399K
|
+$24.6K
|
+500
|
+7%
|
|
|
1980
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$398K
|
+$12.1K
|
+246
|
+3%
|
|
|
1981
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$397K
|
+$8.8K
|
+179
|
+2%
|
|
|
1982
|
RDA Financial Network
Akron,
Iowa
|
$397K
|
+$49.6K
|
+1,009
|
+17%
|
|
|
1983
|
Greylin Investment Management
Orange,
Virginia
|
$395K
|
–
|
–
|
–
|
|
|
1984
|
Iron Gate Global Advisors
Nsl,
Utah
|
$395K
|
+$377K
|
+7,660
|
New
|
|
|
1985
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$395K
|
+$377K
|
+7,663
|
New
|
|
|
1986
|
Affinity Wealth Management
Wilmington,
Delaware
|
$393K
|
-$111K
|
-2,259
|
-23%
|
|
|
1987
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$393K
|
-$17.8K
|
-362
|
-5%
|
|
|
1988
|
Oberweis Asset Management
Lisle,
Illinois
|
$393K
|
-$11.9K
|
-243
|
-3%
|
|
|
1989
|
Corundum Group
Colorado Springs,
Colorado
|
$391K
|
-$246
|
-5
|
-0.1%
|
|
|
1990
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$391K
|
+$197
|
+4
|
+0.1%
|
|
|
1991
|
Plancorp LLC
Saint Louis,
Missouri
|
$390K
|
+$27.1K
|
+552
|
+8%
|
|
|
1992
|
Hendershot Investments
Centreville,
Virginia
|
$389K
|
–
|
–
|
–
|
|
|
1993
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$388K
|
+$46.1K
|
+938
|
+14%
|
|
|
1994
|
Berman Capital Advisors
Atlanta,
Georgia
|
$387K
|
-$36.9K
|
-750
|
-9%
|
|
|
1995
|
Northeast Financial Consultants
Westport,
Connecticut
|
$387K
|
+$28.2K
|
+574
|
+8%
|
|
|
1996
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$386K
|
-$421K
|
-8,556
|
-53%
|
|
|
1997
|
Group One Trading
Chicago,
Illinois
|
$385K
|
-$468K
|
-9,513
|
-56%
|
|
|
1998
|
Quantinno Capital Management
New York
|
$385K
|
+$367K
|
+7,462
|
New
|
|
|
1999
|
Camelot Portfolios
Maumee,
Ohio
|
$384K
|
-$264K
|
-5,369
|
-42%
|
|
|
2000
|
Scholtz & Company
Stamford,
Connecticut
|
$384K
|
+$71.3K
|
+1,450
|
+24%
|
|
