|
1976
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$337K
|
-$10.8K
|
-141
|
-3%
|
|
|
1977
|
Bay Colony Advisors
Concord,
Massachusetts
|
$336K
|
-$34.7K
|
-453
|
-10%
|
|
|
1978
|
CSat Investment Advisory
Detroit,
Michigan
|
$336K
|
+$319K
|
+4,170
|
+20,850%
|
|
|
1979
|
Game Creek Capital
Boston,
Massachusetts
|
$335K
|
-$71.4K
|
-933
|
-18%
|
|
|
1980
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$335K
|
+$321K
|
+4,192
|
New
|
|
|
1981
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$331K
|
-$37K
|
-483
|
-10%
|
|
|
1982
|
Partnervest Advisory Services
Santa Barbara,
California
|
$330K
|
-$91K
|
-1,189
|
-22%
|
|
|
1983
|
Burgundy Asset Management
Toronto,
Ontario, Canada
|
$330K
|
-$4.06K
|
-53
|
-1%
|
|
|
1984
|
PDS Planning
Dublin,
Ohio
|
$329K
|
+$22.7K
|
+296
|
+8%
|
|
|
1985
|
Summit Trail Advisors
New York
|
$329K
|
+$46.4K
|
+606
|
+17%
|
|
|
1986
|
Weil Company
San Diego,
California
|
$328K
|
+$7.27K
|
+95
|
+2%
|
|
|
1987
|
Klingman & Associates
New York
|
$327K
|
-$9.11K
|
-119
|
-3%
|
|
|
1988
|
Gemmer Asset Management
Walnut Creek,
California
|
$327K
|
+$57.7K
|
+754
|
+23%
|
|
|
1989
|
Fortem Financial Group
Palm Desert,
California
|
$326K
|
+$43.3K
|
+565
|
+16%
|
|
|
1990
|
Good Life Advisors
Reading,
Pennsylvania
|
$325K
|
-$58.7K
|
-767
|
-16%
|
|
|
1991
|
Meridian Financial Partners
Warrenton,
Virginia
|
$324K
|
-$32.8K
|
-429
|
-10%
|
|
|
1992
|
Ridgewood Investments
Springfield,
New Jersey
|
$323K
|
-$486K
|
-6,343
|
-61%
|
|
|
1993
|
Poehling Capital Management
Madison,
Wisconsin
|
$323K
|
-$16.2K
|
-211
|
-5%
|
|
|
1994
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$323K
|
–
|
–
|
–
|
|
|
1995
|
Sand Hill Global Advisors
Palo Alto,
California
|
$322K
|
+$309K
|
+4,030
|
New
|
|
|
1996
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$321K
|
+$306K
|
+3,992
|
New
|
|
|
1997
|
Lyell Wealth Management
Menlo Park,
California
|
$321K
|
-$109K
|
-1,423
|
-26%
|
|
|
1998
|
Somerset Group
Wayzata,
Minnesota
|
$321K
|
–
|
–
|
–
|
|
|
1999
|
|
$319K
|
+$305K
|
+3,988
|
New
|
|
|
2000
|
WealthShield Partners
Cary,
North Carolina
|
$318K
|
-$26K
|
-339
|
-8%
|
|
