|
1976
|
Helios Capital Management
Singapore
|
$1.81M
|
–
|
–
|
–
|
|
|
1977
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$1.81M
|
+$34.4K
|
+43
|
+2%
|
|
|
1978
|
Stevard LLC
Chicago,
Illinois
|
$1.81M
|
+$250K
|
+313
|
+19%
|
|
|
1979
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.81M
|
+$1.6K
|
+2
|
+0.1%
|
|
|
1980
|
Ignite Planners
San Clemente,
California
|
$1.8M
|
+$3.2K
|
+4
|
+0.2%
|
|
|
1981
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$1.8M
|
-$8K
|
-10
|
-0.5%
|
|
|
1982
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.8M
|
+$118K
|
+147
|
+8%
|
|
|
1983
|
LGL Partners
Philadelphia,
Pennsylvania
|
$1.8M
|
+$4K
|
+5
|
+0.3%
|
|
|
1984
|
D'Orazio & Associates
Falls Church,
Virginia
|
$1.79M
|
+$36K
|
+45
|
+2%
|
|
|
1985
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.79M
|
-$21.6K
|
-27
|
-1%
|
|
|
1986
|
Atlas Brown
Louisville,
Kentucky
|
$1.79M
|
+$36K
|
+45
|
+2%
|
|
|
1987
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$1.79M
|
-$37.6K
|
-47
|
-2%
|
|
|
1988
|
Ted Buchan & Co
San Diego,
California
|
$1.78M
|
+$76K
|
+95
|
+5%
|
|
|
1989
|
Clare Market Investments
Dallas,
Texas
|
$1.78M
|
+$242K
|
+302
|
+18%
|
|
|
1990
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.77M
|
-$28K
|
-35
|
-2%
|
|
|
1991
|
Baxter Bros Inc
Riverside,
Connecticut
|
$1.77M
|
–
|
–
|
–
|
|
|
1992
|
New England Research & Management
Chicago,
Illinois
|
$1.77M
|
-$180K
|
-225
|
-10%
|
|
|
1993
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.77M
|
-$58.4K
|
-73
|
-4%
|
|
|
1994
|
One Capital Management
Westlake Village,
California
|
$1.77M
|
+$228K
|
+285
|
+17%
|
|
|
1995
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$1.76M
|
+$9.6K
|
+12
|
+0.6%
|
|
|
1996
|
Asahi Life Asset Management
Tokyo,
Japan
|
$1.76M
|
+$352K
|
+440
|
+29%
|
|
|
1997
|
Fiduciary Family Office
Boca Raton,
Florida
|
$1.76M
|
-$164K
|
-205
|
-10%
|
|
|
1998
|
S.A. Mason
Holland,
Michigan
|
$1.76M
|
+$110K
|
+137
|
+8%
|
|
|
1999
|
William Blair Investment Management
Chicago,
Illinois
|
$1.76M
|
-$29.6K
|
-37
|
-2%
|
|
|
2000
|
Westover Capital Advisors
Wilmington,
Delaware
|
$1.76M
|
+$21.6K
|
+27
|
+1%
|
|
