|
1976
|
Procyon Advisors
Shelton,
Connecticut
|
$537K
|
+$121K
|
+7,560
|
+39%
|
|
|
1977
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$532K
|
-$2.99M
|
-186,680
|
-64%
|
|
|
1978
|
Adams Wealth Management
Logan,
Utah
|
$532K
|
-$42.3K
|
-2,640
|
-9%
|
|
|
1979
|
Pacific Center for Financial Services
San Ramon,
California
|
$530K
|
–
|
–
|
–
|
|
|
1980
|
Opal Wealth Advisors
Jericho,
New York
|
$528K
|
+$51.9K
|
+3,240
|
+14%
|
|
|
1981
|
Capital One Financial
Mclean,
Virginia
|
$526K
|
+$104K
|
+6,480
|
+33%
|
|
|
1982
|
KWMG LLC
Overland Park,
Kansas
|
$525K
|
-$20.5K
|
-1,280
|
-5%
|
|
|
1983
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$524K
|
–
|
–
|
–
|
|
|
1984
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$523K
|
+$139K
|
+8,680
|
+50%
|
|
|
1985
|
Confluence Investment Management
St. Louis,
Missouri
|
$522K
|
-$127K
|
-7,920
|
-23%
|
|
|
1986
|
Cobblestone Capital Advisors
Rochester,
New York
|
$522K
|
-$32.1K
|
-2,000
|
-7%
|
|
|
1987
|
Corundum Group
Colorado Springs,
Colorado
|
$522K
|
+$418K
|
+26,080
|
New
|
|
|
1988
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$520K
|
-$164K
|
-10,200
|
-28%
|
|
|
1989
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$520K
|
-$3.21K
|
-200
|
-0.8%
|
|
|
1990
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$520K
|
–
|
–
|
–
|
|
|
1991
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$519K
|
-$96.2K
|
-6,000
|
-13%
|
|
|
1992
|
Echo Street Capital Management
New York
|
$518K
|
-$544K
|
-33,920
|
-57%
|
|
|
1993
|
J.W. Coons Advisors
Columbus,
Ohio
|
$515K
|
–
|
–
|
–
|
|
|
1994
|
First Citizens Financial Corp
Mason City,
Iowa
|
$514K
|
–
|
–
|
–
|
|
|
1995
|
Opes Wealth Management
Menlo Park,
California
|
$514K
|
–
|
–
|
–
|
|
|
1996
|
First City Capital Management
Savannah,
Georgia
|
$514K
|
+$1.24M
|
+77,520
|
+300%
|
|
|
1997
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$512K
|
-$29.5K
|
-1,840
|
-7%
|
|
|
1998
|
Diligent Investors
Redlands,
California
|
$511K
|
-$128K
|
-8,000
|
-24%
|
|
|
1999
|
Claro Advisors
Boston,
Massachusetts
|
$511K
|
+$8.98K
|
+560
|
+2%
|
|
|
2000
|
ALPS Advisors
Denver,
Colorado
|
$510K
|
–
|
–
|
–
|
|
