|
1976
|
J.V. Bruni & Co
Colorado Springs,
Colorado
|
$531K
|
+$533K
|
+10,252
|
New
|
|
|
1977
|
United Capital Management of KS
Salina,
Kansas
|
$530K
|
-$271K
|
-5,210
|
-34%
|
|
|
1978
|
Jones Financial Companies
Des Peres,
Missouri
|
$528K
|
-$55.8K
|
-1,073
|
-10%
|
|
|
1979
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$527K
|
-$74.8K
|
-1,439
|
-12%
|
|
|
1980
|
Westover Capital Advisors
Wilmington,
Delaware
|
$527K
|
–
|
–
|
–
|
|
|
1981
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$525K
|
-$143K
|
-2,744
|
-21%
|
|
|
1982
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$523K
|
-$192K
|
-3,684
|
-27%
|
|
|
1983
|
First Bank & Trust
Brookings,
South Dakota
|
$521K
|
+$156
|
+3
|
+0%
|
|
|
1984
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$521K
|
+$523K
|
+10,062
|
New
|
|
|
1985
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$519K
|
–
|
–
|
–
|
|
|
1986
|
Boardman Bay Capital Management
New York
|
$518K
|
-$1.64M
|
-31,500
|
-76%
|
|
|
1987
|
Freedom Day Solutions
Houston,
Texas
|
$518K
|
-$70.2K
|
-1,350
|
-12%
|
|
|
1988
|
Bank Pictet & Cie (Asia)
Singapore
|
$518K
|
–
|
–
|
–
|
|
|
1989
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$516K
|
-$180K
|
-3,466
|
-26%
|
|
|
1990
|
Pin Oak Investment Advisors
Houston,
Texas
|
$516K
|
–
|
–
|
–
|
|
|
1991
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$515K
|
–
|
–
|
–
|
|
|
1992
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$513K
|
-$40.8K
|
-785
|
-7%
|
|
|
1993
|
Insight Wealth Strategies
San Ramon,
California
|
$513K
|
+$8.01K
|
+154
|
+2%
|
|
|
1994
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$511K
|
-$10.2K
|
-197
|
-2%
|
|
|
1995
|
Gryphon Financial Partners
Columbus,
Ohio
|
$511K
|
+$132K
|
+2,544
|
+35%
|
|
|
1996
|
Sunflower Bank
Dallas,
Texas
|
$510K
|
-$64.8K
|
-1,246
|
-11%
|
|
|
1997
|
American Investment Services
Great Barrington,
Massachusetts
|
$508K
|
+$2.29K
|
+44
|
+0.5%
|
|
|
1998
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$508K
|
+$14.9K
|
+286
|
+3%
|
|
|
1999
|
Aufman Associates
Sewickley,
Pennsylvania
|
$507K
|
-$4.37K
|
-84
|
-0.9%
|
|
|
2000
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$506K
|
-$3.38K
|
-65
|
-0.7%
|
|
