|
1976
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$10M
|
-$442K
|
-1,520
|
-4%
|
|
|
1977
|
Odey Asset Management Group
London,
United Kingdom
|
$10M
|
+$1.26M
|
+4,336
|
+14%
|
|
|
1978
|
Concentric Wealth Management
Lafayette,
California
|
$9.99M
|
-$321K
|
-1,102
|
-3%
|
|
|
1979
|
Clearstead Trust
Portland,
Maine
|
$9.99M
|
+$458K
|
+1,575
|
+5%
|
|
|
1980
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$9.99M
|
+$550K
|
+1,891
|
+6%
|
|
|
1981
|
LVW Advisors
Pittsford,
New York
|
$9.97M
|
+$22.7K
|
+78
|
+0.2%
|
|
|
1982
|
Karp Capital Management
Sausalito,
California
|
$9.96M
|
+$174K
|
+599
|
+2%
|
|
|
1983
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$9.95M
|
-$66.6K
|
-229
|
-0.6%
|
|
|
1984
|
44 Wealth Management
Eugene,
Oregon
|
$9.94M
|
-$209K
|
-717
|
-2%
|
|
|
1985
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$9.91M
|
-$174K
|
-599
|
-2%
|
|
|
1986
|
Chronos Wealth Management
Clearwater,
Florida
|
$9.91M
|
-$552K
|
-1,896
|
-5%
|
|
|
1987
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$9.89M
|
-$698K
|
-2,400
|
-6%
|
|
|
1988
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$9.89M
|
+$33.2K
|
+114
|
+0.3%
|
|
|
1989
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$9.89M
|
-$251K
|
-862
|
-2%
|
|
|
1990
|
IFG Advisory
Atlanta,
Georgia
|
$9.88M
|
+$555K
|
+1,907
|
+6%
|
|
|
1991
|
Humankind Investments
New York
|
$9.87M
|
-$1.34M
|
-4,598
|
-12%
|
|
|
1992
|
Seven Eight Capital
New York
|
$9.87M
|
+$10.2M
|
+35,000
|
New
|
|
|
1993
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$9.82M
|
-$1.07M
|
-3,666
|
-10%
|
|
|
1994
|
Wealth Advisors
Rancho Santa Fe,
California
|
$9.81M
|
-$340K
|
-1,169
|
-3%
|
|
|
1995
|
Bay Colony Advisors
Concord,
Massachusetts
|
$9.81M
|
+$145K
|
+499
|
+1%
|
|
|
1996
|
Aperture Investors
New York
|
$9.78M
|
+$1.54M
|
+5,297
|
+18%
|
|
|
1997
|
Cambridge Advisors
Omaha,
Nebraska
|
$9.77M
|
-$251K
|
-864
|
-2%
|
|
|
1998
|
First Bankers Trust
Louisville,
Kentucky
|
$9.77M
|
-$309K
|
-1,061
|
-3%
|
|
|
1999
|
|
$9.77M
|
-$398K
|
-1,369
|
-4%
|
|
|
2000
|
Front Row Advisors
Tiburon,
California
|
$9.76M
|
-$57.3K
|
-197
|
-0.6%
|
|
