|
1976
|
Trillium Asset Management
Boston,
Massachusetts
|
$309K
|
-$2.26M
|
-7,634
|
-88%
|
|
|
1977
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$307K
|
+$176K
|
+594
|
+135%
|
|
|
1978
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$304K
|
-$43.1K
|
-146
|
-12%
|
|
|
1979
|
Capital Advantage
Walnut Creek,
California
|
$304K
|
+$303K
|
+1,026
|
New
|
|
|
1980
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$303K
|
–
|
–
|
–
|
|
|
1981
|
Tanglewood Wealth Management
Houston,
Texas
|
$302K
|
–
|
–
|
–
|
|
|
1982
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$300K
|
+$90.4K
|
+306
|
+43%
|
|
|
1983
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$299K
|
-$13.3K
|
-45
|
-4%
|
|
|
1984
|
Nomura Asset Management
Tokyo,
Japan
|
$297K
|
–
|
–
|
–
|
|
|
1985
|
DeDora Capital
Napa,
California
|
$297K
|
+$29.5K
|
+100
|
+11%
|
|
|
1986
|
Compass Capital Management
Minneapolis,
Minnesota
|
$297K
|
+$295K
|
+1,000
|
New
|
|
|
1987
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$297K
|
+$295K
|
+1,000
|
New
|
|
|
1988
|
Acima Private Wealth
Richmond,
Virginia
|
$296K
|
–
|
–
|
–
|
|
|
1989
|
Pure Financial Advisors
San Diego,
California
|
$296K
|
–
|
–
|
–
|
|
|
1990
|
QCM Cayman
Houston,
Texas
|
$296K
|
+$294K
|
+996
|
New
|
|
|
1991
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$295K
|
-$591
|
-2
|
-0.2%
|
|
|
1992
|
Gables Capital Management
Miami,
Florida
|
$293K
|
-$73.9K
|
-250
|
-20%
|
|
|
1993
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$290K
|
-$39.9K
|
-135
|
-12%
|
|
|
1994
|
Private Capital Advisors
Darien,
Connecticut
|
$289K
|
–
|
–
|
–
|
|
|
1995
|
Wealthcare Capital Management
Richmond,
Virginia
|
$289K
|
+$62.9K
|
+213
|
+28%
|
|
|
1996
|
Doheny Asset Management
Los Angeles,
California
|
$289K
|
+$288K
|
+975
|
New
|
|
|
1997
|
Abbot Financial Management
Andover,
Massachusetts
|
$288K
|
–
|
–
|
–
|
|
|
1998
|
Blackhill Capital
Morristown,
New Jersey
|
$287K
|
–
|
–
|
–
|
|
|
1999
|
London Company of Virginia
Richmond,
Virginia
|
$287K
|
+$5.91K
|
+20
|
+2%
|
|
|
2000
|
Wealthstar Advisors
Plano,
Texas
|
$287K
|
+$18.9K
|
+64
|
+7%
|
|
