|
1976
|
Birinyi Associates
Westport,
Connecticut
|
$1.13M
|
–
|
–
|
–
|
|
|
1977
|
Congress Park Capital
Saratoga Springs,
New York
|
$1.12M
|
-$16.2K
|
-123
|
-1%
|
|
|
1978
|
Argent Capital Management
St Louis,
Missouri
|
$1.12M
|
-$11.9K
|
-90
|
-1%
|
|
|
1979
|
Rafferty Asset Management
New York
|
$1.12M
|
+$39.3K
|
+298
|
+4%
|
|
|
1980
|
West Coast Financial
Santa Barbara,
California
|
$1.12M
|
-$10.1K
|
-77
|
-0.9%
|
|
|
1981
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.12M
|
+$56.3K
|
+427
|
+5%
|
|
|
1982
|
Cadence Bank
Tupelo,
Mississippi
|
$1.11M
|
-$63.1K
|
-479
|
-5%
|
|
|
1983
|
Trust Company
Manhattan,
Kansas
|
$1.11M
|
-$7.64K
|
-58
|
-0.7%
|
|
|
1984
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.11M
|
+$112K
|
+853
|
+11%
|
|
|
1985
|
Riverview Trust Company
Vancouver,
Washington
|
$1.11M
|
-$358K
|
-2,721
|
-24%
|
|
|
1986
|
Sather Financial Group
Victoria,
Texas
|
$1.1M
|
-$335K
|
-2,540
|
-23%
|
|
|
1987
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$1.1M
|
+$1.12M
|
+8,521
|
New
|
|
|
1988
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.1M
|
-$109K
|
-827
|
-9%
|
|
|
1989
|
Meitav Investment House
Bene-Beraq,
Israel
|
$1.1M
|
-$158K
|
-1,201
|
-13%
|
|
|
1990
|
Diligent Investors
Redlands,
California
|
$1.1M
|
+$40.3K
|
+306
|
+4%
|
|
|
1991
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.1M
|
+$50.5K
|
+383
|
+5%
|
|
|
1992
|
Bennicas & Associates
Portola Valley,
California
|
$1.09M
|
–
|
–
|
–
|
|
|
1993
|
Wealthspire Advisors (New York)
New York
|
$1.09M
|
+$828K
|
+6,283
|
+292%
|
|
|
1994
|
Legg Mason Asset Management
Tokyo,
Japan
|
$1.08M
|
+$117K
|
+890
|
+12%
|
|
|
1995
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$1.08M
|
–
|
–
|
–
|
|
|
1996
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.08M
|
+$994K
|
+7,542
|
New
|
|
|
1997
|
Founders Capital Management (Texas)
Houston,
Texas
|
$1.08M
|
–
|
–
|
–
|
|
|
1998
|
Icon Wealth Partners
Houston,
Texas
|
$1.08M
|
+$40.1K
|
+304
|
+4%
|
|
|
1999
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$1.07M
|
-$24.6K
|
-187
|
-2%
|
|
|
2000
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.07M
|
-$15.8K
|
-120
|
-1%
|
|
