|
1976
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.55M
|
+$94.4K
|
+648
|
+6%
|
|
|
1977
|
Syntal Capital Partners
Midland,
Texas
|
$1.54M
|
+$241K
|
+1,654
|
+18%
|
|
|
1978
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.54M
|
+$68.3K
|
+469
|
+5%
|
|
|
1979
|
Advisor OS
Chicago,
Illinois
|
$1.54M
|
+$1.59M
|
+10,932
|
New
|
|
|
1980
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$1.53M
|
+$7.58K
|
+52
|
+0.5%
|
|
|
1981
|
Parametrica Management
Wanchai,
Hong Kong
|
$1.53M
|
+$76.9K
|
+528
|
+5%
|
|
|
1982
|
RWC Asset Management
London,
United Kingdom
|
$1.53M
|
-$2.96M
|
-20,294
|
-65%
|
|
|
1983
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.52M
|
+$78.7K
|
+540
|
+5%
|
|
|
1984
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.52M
|
-$29.7K
|
-204
|
-2%
|
|
|
1985
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$1.52M
|
+$12.7K
|
+87
|
+0.8%
|
|
|
1986
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.51M
|
-$119K
|
-820
|
-7%
|
|
|
1987
|
SOL Capital Management
Rockville,
Maryland
|
$1.51M
|
-$50.3K
|
-345
|
-3%
|
|
|
1988
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.51M
|
+$6.27K
|
+43
|
+0.4%
|
|
|
1989
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$1.5M
|
–
|
–
|
–
|
|
|
1990
|
Cairn Investment Group
Vancouver,
Washington
|
$1.5M
|
+$30.7M
|
+210,945
|
New
|
|
|
1991
|
SFE Investment Counsel
Los Angeles,
California
|
$1.5M
|
-$34.2K
|
-235
|
-2%
|
|
|
1992
|
Darwin Wealth Management
Tampa,
Florida
|
$1.49M
|
-$106K
|
-729
|
-6%
|
|
|
1993
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.49M
|
-$31.6K
|
-217
|
-2%
|
|
|
1994
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$1.49M
|
+$72.9K
|
+500
|
+5%
|
|
|
1995
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$1.48M
|
–
|
–
|
–
|
|
|
1996
|
Hutchinson Capital Management
San Rafael,
California
|
$1.48M
|
+$15K
|
+103
|
+1%
|
|
|
1997
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$1.48M
|
+$292K
|
+2,002
|
+24%
|
|
|
1998
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$1.47M
|
-$27.1K
|
-186
|
-2%
|
|
|
1999
|
First National Bank of South Miami
South Miami,
Florida
|
$1.47M
|
-$23.8K
|
-163
|
-2%
|
|
|
2000
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$1.47M
|
+$35.4K
|
+243
|
+2%
|
|
