|
1976
|
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
$623K
|
–
|
–
|
–
|
|
|
1977
|
Williams & Novak
Westlake Village,
California
|
$620K
|
+$41.1K
|
+105
|
+7%
|
|
|
1978
|
Family Management
New York
|
$620K
|
+$379K
|
+968
|
+112%
|
|
|
1979
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$619K
|
+$173K
|
+441
|
+32%
|
|
|
1980
|
First Foundation Advisors
Irvine,
California
|
$617K
|
+$110K
|
+281
|
+18%
|
|
|
1981
|
Byrne Asset Management
Kingston,
New Jersey
|
$615K
|
+$34.5K
|
+88
|
+5%
|
|
|
1982
|
Cypress Asset Management
Houston,
Texas
|
$613K
|
–
|
–
|
–
|
|
|
1983
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$612K
|
+$710K
|
+1,812
|
New
|
|
|
1984
|
Fortem Financial Group
Palm Desert,
California
|
$609K
|
+$129K
|
+329
|
+22%
|
|
|
1985
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$608K
|
–
|
–
|
–
|
|
|
1986
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$608K
|
+$274K
|
+700
|
+64%
|
|
|
1987
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$607K
|
+$51.7K
|
+132
|
+8%
|
|
|
1988
|
Fiduciary Planning
Englewood,
Florida
|
$604K
|
-$31.3K
|
-80
|
-4%
|
|
|
1989
|
Elevated Financial Group
Indianapolis,
Indiana
|
$603K
|
+$27.8K
|
+71
|
+4%
|
|
|
1990
|
Courier Capital
Buffalo,
New York
|
$603K
|
–
|
–
|
–
|
|
|
1991
|
Fullerton Fund Management
Singapore
|
$603K
|
+$699K
|
+1,784
|
New
|
|
|
1992
|
Vaughan David Investments
Peoria,
Illinois
|
$601K
|
-$40.7K
|
-104
|
-6%
|
|
|
1993
|
Saturna Capital
Bellingham,
Washington
|
$601K
|
+$317K
|
+810
|
+84%
|
|
|
1994
|
Southern Financial Group
Birmingham,
Alabama
|
$599K
|
-$67.8K
|
-173
|
-9%
|
|
|
1995
|
Xcel Wealth Management
Holly Hill,
Florida
|
$599K
|
-$9.79K
|
-25
|
-1%
|
|
|
1996
|
Brio Consultants
San Francisco,
California
|
$597K
|
-$20.4K
|
-52
|
-5%
|
|
|
1997
|
Poehling Capital Management
Madison,
Wisconsin
|
$597K
|
+$692K
|
+1,766
|
New
|
|
|
1998
|
PGIM Custom Harvest
Newark,
New Jersey
|
$595K
|
+$118K
|
+301
|
+21%
|
|
|
1999
|
BlackDiamond Wealth Management
New York
|
$595K
|
+$92.1K
|
+235
|
+15%
|
|
|
2000
|
Miller Capital Partners
Troy,
Michigan
|
$593K
|
-$43.1K
|
-110
|
-6%
|
|
