|
1976
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$925K
|
-$179K
|
-2,800
|
-17%
|
|
|
1977
|
Berkeley Capital Partners
Milton,
Georgia
|
$921K
|
-$54.7K
|
-854
|
-6%
|
|
|
1978
|
AR Asset Management
West Hollywood,
California
|
$909K
|
–
|
–
|
–
|
|
|
1979
|
Thompson Davis & Co
Richmond,
Virginia
|
$905K
|
-$598K
|
-9,325
|
-40%
|
|
|
1980
|
Robertson Stephens Advisors
San Francisco,
California
|
$900K
|
-$887K
|
-13,836
|
-50%
|
|
|
1981
|
Forte Capital
Rochester,
New York
|
$900K
|
+$183K
|
+2,860
|
+26%
|
|
|
1982
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$896K
|
–
|
–
|
–
|
|
|
1983
|
Laurel Grove Capital
Los Angeles,
California
|
$895K
|
–
|
–
|
–
|
|
|
1984
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$891K
|
+$291K
|
+4,534
|
+50%
|
|
|
1985
|
Confluence Wealth Management
Portland,
Oregon
|
$889K
|
-$5.96K
|
-93
|
-0.7%
|
|
|
1986
|
ALPS Advisors
Denver,
Colorado
|
$888K
|
+$31.4K
|
+490
|
+4%
|
|
|
1987
|
Security Asset Management
New York
|
$886K
|
+$110K
|
+1,712
|
+15%
|
|
|
1988
|
|
$885K
|
-$6.09K
|
-95
|
-0.7%
|
|
|
1989
|
First Command Bank
Fort Worth,
Texas
|
$884K
|
+$13.5K
|
+211
|
+2%
|
|
|
1990
|
First Command Financial Services
Fort Worth,
Texas
|
$884K
|
+$13.5K
|
+211
|
+2%
|
|
|
1991
|
Bank of Stockton
Stockton,
California
|
$879K
|
+$96.1K
|
+1,500
|
+13%
|
|
|
1992
|
Gould Asset Management
Claremont,
California
|
$875K
|
+$20.3K
|
+317
|
+2%
|
|
|
1993
|
United Asset Strategies
Garden City,
New York
|
$856K
|
-$38.8K
|
-606
|
-4%
|
|
|
1994
|
Norway Savings Bank
Portland,
Maine
|
$855K
|
+$513
|
+8
|
+0.1%
|
|
|
1995
|
Private Management Group
Irvine,
California
|
$852K
|
-$683K
|
-10,658
|
-45%
|
|
|
1996
|
Financial Consulate
Hunt Valley,
Maryland
|
$852K
|
+$10.6K
|
+166
|
+1%
|
|
|
1997
|
WealthSource Partners
San Luis Obispo,
California
|
$846K
|
+$182K
|
+2,842
|
+28%
|
|
|
1998
|
Soros Fund Management
New York
|
$843K
|
+$564K
|
+8,800
|
+220%
|
|
|
1999
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$839K
|
-$2.31K
|
-36
|
-0.3%
|
|
|
2000
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$839K
|
+$21.3K
|
+332
|
+3%
|
|
