|
1976
|
Kirr Marbach & Co
Columbus,
Indiana
|
$239K
|
–
|
–
|
–
|
|
|
1977
|
O'Donnell Financial Services
San Rafael,
California
|
$239K
|
+$269K
|
+1,649
|
New
|
|
|
1978
|
Successful Portfolios
Clearwater,
Florida
|
$238K
|
–
|
–
|
–
|
|
|
1979
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$237K
|
+$1.63K
|
+10
|
+0.6%
|
|
|
1980
|
Focus Financial Network
Minneapolis,
Minnesota
|
$236K
|
+$11.7K
|
+72
|
+5%
|
|
|
1981
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$236K
|
-$92.9K
|
-570
|
-26%
|
|
|
1982
|
Trinity Financial Advisors
Columbus,
Ohio
|
$235K
|
–
|
–
|
–
|
|
|
1983
|
Abacus Planning Group
Columbia,
South Carolina
|
$234K
|
-$55.9K
|
-343
|
-18%
|
|
|
1984
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$233K
|
-$326
|
-2
|
-0.1%
|
|
|
1985
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$233K
|
–
|
–
|
–
|
|
|
1986
|
Monterey Private Wealth
Monterey,
California
|
$232K
|
+$6.68K
|
+41
|
+3%
|
|
|
1987
|
AIMZ Investment Advisors
Los Altos,
California
|
$231K
|
–
|
–
|
–
|
|
|
1988
|
Summit Financial
Parsippany,
New Jersey
|
$230K
|
+$258K
|
+1,580
|
New
|
|
|
1989
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$229K
|
-$58.9K
|
-361
|
-19%
|
|
|
1990
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$229K
|
-$54.1K
|
-332
|
-17%
|
|
|
1991
|
Sunflower Bank
Dallas,
Texas
|
$229K
|
+$20.2K
|
+124
|
+9%
|
|
|
1992
|
Summit Trail Advisors
New York
|
$227K
|
+$254K
|
+1,559
|
New
|
|
|
1993
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$226K
|
-$199K
|
-1,223
|
-44%
|
|
|
1994
|
Catalyst Capital Advisors
Huntington,
New York
|
$226K
|
–
|
–
|
–
|
|
|
1995
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$226K
|
–
|
–
|
–
|
|
|
1996
|
Sigma Investment Counselors
Northville,
Michigan
|
$226K
|
+$1.47K
|
+9
|
+0.6%
|
|
|
1997
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$225K
|
-$3.48M
|
-21,367
|
-93%
|
|
|
1998
|
Rovin Capital
Mesa,
Arizona
|
$225K
|
+$8.48K
|
+52
|
+3%
|
|
|
1999
|
Apriem Advisors
Irvine,
California
|
$225K
|
+$40.8K
|
+250
|
+19%
|
|
|
2000
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$224K
|
–
|
–
|
–
|
|
