|
1976
|
Horizon Investments
Charlotte,
North Carolina
|
$3.41M
|
+$1.89M
|
+17,308
|
+148%
|
|
|
1977
|
DeDora Capital
Napa,
California
|
$3.4M
|
+$686K
|
+6,287
|
+28%
|
|
|
1978
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$3.4M
|
-$261K
|
-2,395
|
-8%
|
|
|
1979
|
JT Stratford LLC
Gainesville,
Georgia
|
$3.4M
|
-$292K
|
-2,678
|
-9%
|
|
|
1980
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$3.38M
|
+$239K
|
+2,188
|
+8%
|
|
|
1981
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$3.38M
|
-$211K
|
-1,935
|
-6%
|
|
|
1982
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$3.37M
|
-$738K
|
-6,760
|
-19%
|
|
|
1983
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$3.36M
|
-$54.6K
|
-500
|
-2%
|
|
|
1984
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$3.35M
|
-$62.7K
|
-575
|
-2%
|
|
|
1985
|
TFG Advisers
Auburn Hills,
Michigan
|
$3.35M
|
+$29.5K
|
+270
|
+1%
|
|
|
1986
|
Quantbot Technologies
New York
|
$3.34M
|
-$398K
|
-3,647
|
-11%
|
|
|
1987
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$3.34M
|
+$1.74M
|
+15,913
|
+128%
|
|
|
1988
|
Affinity Wealth Management
Wilmington,
Delaware
|
$3.34M
|
-$23.9K
|
-219
|
-0.8%
|
|
|
1989
|
Somerset Group
Wayzata,
Minnesota
|
$3.33M
|
+$6.76K
|
+62
|
+0.2%
|
|
|
1990
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$3.33M
|
+$176K
|
+1,613
|
+6%
|
|
|
1991
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$3.33M
|
-$123K
|
-1,125
|
-4%
|
|
|
1992
|
Sargent Investment Group
Bethesda,
Maryland
|
$3.32M
|
-$128K
|
-1,170
|
-4%
|
|
|
1993
|
Knuff & Co
Foster City,
California
|
$3.32M
|
+$158K
|
+1,450
|
+5%
|
|
|
1994
|
IFP Advisors
Tampa,
Florida
|
$3.32M
|
-$10.1M
|
-92,345
|
-77%
|
|
|
1995
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$3.32M
|
-$150K
|
-1,373
|
-5%
|
|
|
1996
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$3.32M
|
+$9.82K
|
+90
|
+0.3%
|
|
|
1997
|
Executive Wealth Group
Kirkland,
Washington
|
$3.3M
|
+$5.02K
|
+46
|
+0.2%
|
|
|
1998
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.29M
|
-$88.4K
|
-810
|
-3%
|
|
|
1999
|
Icon Wealth Partners
Houston,
Texas
|
$3.29M
|
+$87K
|
+797
|
+3%
|
|
|
2000
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$3.29M
|
+$88.8K
|
+814
|
+3%
|
|
