|
1976
|
Cobblestone Capital Advisors
Rochester,
New York
|
$4.39M
|
-$475K
|
-1,864
|
-9%
|
|
|
1977
|
First United Bank & Trust
Oakland,
Maryland
|
$4.39M
|
-$78K
|
-306
|
-2%
|
|
|
1978
|
MONECO Advisors
Fairfield,
Connecticut
|
$4.39M
|
-$31.4K
|
-123
|
-0.7%
|
|
|
1979
|
Algert Global
San Francisco,
California
|
$4.39M
|
+$481K
|
+1,885
|
+12%
|
|
|
1980
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$4.38M
|
-$1.27K
|
-5
|
-0%
|
|
|
1981
|
Affinity Wealth Management
Wilmington,
Delaware
|
$4.38M
|
-$213K
|
-835
|
-4%
|
|
|
1982
|
Keel Point
Huntsville,
Alabama
|
$4.38M
|
+$540K
|
+2,119
|
+13%
|
|
|
1983
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$4.37M
|
-$275K
|
-1,077
|
-6%
|
|
|
1984
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$4.36M
|
+$4.53M
|
+17,776
|
New
|
|
|
1985
|
Tiemann Investment Advisors
Menlo Park,
California
|
$4.36M
|
-$87.2K
|
-342
|
-2%
|
|
|
1986
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$4.35M
|
+$20.1K
|
+79
|
+0.4%
|
|
|
1987
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$4.35M
|
+$1.81M
|
+7,100
|
+67%
|
|
|
1988
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$4.34M
|
-$20.1K
|
-79
|
-0.4%
|
|
|
1989
|
Marshall Wace
London,
United Kingdom
|
$4.34M
|
+$4.51M
|
+17,700
|
New
|
|
|
1990
|
Lodestone Wealth Management
Spokane,
Washington
|
$4.34M
|
-$427K
|
-1,676
|
-9%
|
|
|
1991
|
Argus Investors Counsel
New York
|
$4.32M
|
-$266K
|
-1,042
|
-6%
|
|
|
1992
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$4.32M
|
+$2.29M
|
+8,984
|
+104%
|
|
|
1993
|
LRI Investments
Palm Beach Gardens,
Florida
|
$4.32M
|
+$99.2K
|
+389
|
+1%
|
|
|
1994
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$4.32M
|
+$79.8K
|
+313
|
+2%
|
|
|
1995
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$4.32M
|
-$169K
|
-661
|
-4%
|
|
|
1996
|
Investment Advisory Services
The Woodlands,
Texas
|
$4.31M
|
-$1.02K
|
-4
|
-0%
|
|
|
1997
|
Benin Management Corp
Wilton,
Connecticut
|
$4.31M
|
+$76.2K
|
+299
|
+2%
|
|
|
1998
|
Crowley Wealth Management
Wilmington,
Delaware
|
$4.3M
|
-$60.9K
|
-239
|
-1%
|
|
|
1999
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$4.3M
|
-$80.3K
|
-315
|
-2%
|
|
|
2000
|
Manchester Capital Management
Manchester,
Vermont
|
$4.28M
|
+$204K
|
+801
|
+5%
|
|
