|
1976
|
Hardy Reed
Tupelo,
Mississippi
|
$2.01M
|
+$22.3K
|
+140
|
+1%
|
|
|
1977
|
ProVise Management Group
Clearwater,
Florida
|
$2.01M
|
-$177K
|
-1,112
|
-8%
|
|
|
1978
|
Brooklyn Investment Group
Brooklyn,
New York
|
$2M
|
-$444K
|
-2,786
|
-18%
|
|
|
1979
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$2M
|
-$276K
|
-1,733
|
-12%
|
|
|
1980
|
Constitution Capital
Shelton,
Connecticut
|
$2M
|
-$268K
|
-1,685
|
-12%
|
|
|
1981
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$2M
|
-$120K
|
-751
|
-6%
|
|
|
1982
|
Merrion Investment Management
Cranford,
New Jersey
|
$1.99M
|
-$159K
|
-1,000
|
-8%
|
|
|
1983
|
Court Place Advisors
Ellicott City,
Maryland
|
$1.99M
|
-$63.7K
|
-400
|
-3%
|
|
|
1984
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.99M
|
-$17.8K
|
-112
|
-0.9%
|
|
|
1985
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$1.98M
|
-$31.9K
|
-200
|
-2%
|
|
|
1986
|
Peregrine Asset Advisers
Portland,
Oregon
|
$1.98M
|
+$16.7K
|
+105
|
+0.9%
|
|
|
1987
|
Baron Wealth Management
Troy,
Michigan
|
$1.98M
|
+$86K
|
+540
|
+5%
|
|
|
1988
|
VeraBank
Henderson,
Texas
|
$1.98M
|
-$45.6K
|
-286
|
-2%
|
|
|
1989
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.98M
|
+$63.1K
|
+396
|
+3%
|
|
|
1990
|
Pflug Koory
Omaha,
Nebraska
|
$1.98M
|
+$1.94M
|
+12,193
|
New
|
|
|
1991
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$1.98M
|
-$15.8K
|
-99
|
-0.8%
|
|
|
1992
|
Applied Capital LLC
Hollywood,
Florida
|
$1.97M
|
-$11.2K
|
-70
|
-0.6%
|
|
|
1993
|
Venturi Wealth Management
Austin,
Texas
|
$1.97M
|
+$41.6K
|
+261
|
+2%
|
|
|
1994
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.97M
|
-$6.69K
|
-42
|
-0.3%
|
|
|
1995
|
GM Advisory Group
Melville,
New York
|
$1.97M
|
-$177K
|
-1,110
|
-8%
|
|
|
1996
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$1.97M
|
-$29.2K
|
-183
|
-1%
|
|
|
1997
|
Peak Asset Management
Louisville,
Colorado
|
$1.96M
|
-$67.7K
|
-425
|
-3%
|
|
|
1998
|
WCM Investment Management
Laguna Beach,
California
|
$1.96M
|
+$1.5M
|
+9,409
|
+341%
|
|
|
1999
|
|
$1.96M
|
-$19.8M
|
-124,347
|
-91%
|
|
|
2000
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$1.96M
|
-$2.87K
|
-18
|
-0.1%
|
|
