|
1976
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.66M
|
-$39K
|
-145
|
-3%
|
|
|
1977
|
New England Research & Management
Chicago,
Illinois
|
$1.66M
|
+$141K
|
+525
|
+10%
|
|
|
1978
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$1.66M
|
+$120K
|
+444
|
+9%
|
|
|
1979
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.65M
|
-$511K
|
-1,899
|
-25%
|
|
|
1980
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.65M
|
+$211K
|
+784
|
+16%
|
|
|
1981
|
Gyon Technologies Capital Management
Denville,
New Jersey
|
$1.65M
|
-$855K
|
-3,177
|
-36%
|
|
|
1982
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.65M
|
-$2.1M
|
-7,802
|
-58%
|
|
|
1983
|
Affinity Capital Advisors
Berkeley,
California
|
$1.64M
|
-$191K
|
-711
|
-11%
|
|
|
1984
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$1.64M
|
-$40.9K
|
-152
|
-3%
|
|
|
1985
|
Beaumont Asset Management
Beaumont,
Texas
|
$1.64M
|
+$121K
|
+451
|
+9%
|
|
|
1986
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.63M
|
+$5.38K
|
+20
|
+0.4%
|
|
|
1987
|
Magnus Financial Group
New York
|
$1.62M
|
-$2.12M
|
-7,892
|
-59%
|
|
|
1988
|
SSI Investment Management
Los Angeles,
California
|
$1.62M
|
-$539
|
-2
|
-0%
|
|
|
1989
|
LVW Advisors
Pittsford,
New York
|
$1.62M
|
+$114K
|
+422
|
+8%
|
|
|
1990
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$1.61M
|
-$9.42K
|
-35
|
-0.6%
|
|
|
1991
|
Cypress Wealth Services
Palm Desert,
California
|
$1.61M
|
+$58.4K
|
+217
|
+4%
|
|
|
1992
|
Inscription Capital
Houston,
Texas
|
$1.61M
|
-$455K
|
-1,690
|
-24%
|
|
|
1993
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.61M
|
-$178K
|
-660
|
-11%
|
|
|
1994
|
|
$1.61M
|
+$297K
|
+1,103
|
+25%
|
|
|
1995
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$1.61M
|
-$12.7K
|
-47
|
-0.9%
|
|
|
1996
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$1.61M
|
–
|
–
|
–
|
|
|
1997
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.6M
|
-$66K
|
-245
|
-4%
|
|
|
1998
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$1.6M
|
+$43.1K
|
+160
|
+3%
|
|
|
1999
|
Dock Street Asset Management
Palm Beach,
Florida
|
$1.59M
|
-$12.4M
|
-46,012
|
-89%
|
|
|
2000
|
Oak Family Advisors
Chicago,
Illinois
|
$1.59M
|
+$7K
|
+26
|
+0.5%
|
|
