|
1976
|
Arax Advisory Partners
Denver,
Colorado
|
$1.09M
|
+$1.06M
|
+2,539
|
New
|
|
|
1977
|
Menlo Advisors
Menlo Park,
California
|
$1.08M
|
+$20.9K
|
+50
|
+2%
|
|
|
1978
|
Clarkston Capital Partners
Rochester,
Michigan
|
$1.08M
|
–
|
–
|
–
|
|
|
1979
|
Dean Investment Associates
Beavercreek,
Ohio
|
$1.08M
|
+$2.92K
|
+7
|
+0.3%
|
|
|
1980
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.08M
|
+$50.1K
|
+120
|
+5%
|
|
|
1981
|
Sequent Asset Management
Houston,
Texas
|
$1.08M
|
+$249K
|
+596
|
+31%
|
|
|
1982
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1.07M
|
-$8.35K
|
-20
|
-0.8%
|
|
|
1983
|
Vestor Capital
Chicago,
Illinois
|
$1.07M
|
+$54.3K
|
+130
|
+5%
|
|
|
1984
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$1.07M
|
+$1.04M
|
+2,500
|
New
|
|
|
1985
|
Front Street Capital Management
Missoula,
Montana
|
$1.06M
|
-$25.5K
|
-61
|
-2%
|
|
|
1986
|
Kings Point Capital Management
Great Neck,
New York
|
$1.06M
|
+$57.6K
|
+138
|
+6%
|
|
|
1987
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.05M
|
+$138K
|
+331
|
+16%
|
|
|
1988
|
Frisch Financial Group
Melville,
New York
|
$1.05M
|
-$23.8K
|
-57
|
-2%
|
|
|
1989
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.05M
|
+$22.1K
|
+53
|
+2%
|
|
|
1990
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$1.03M
|
+$83.5K
|
+200
|
+9%
|
|
|
1991
|
David J. Yvars Group
University Park,
Florida
|
$1.03M
|
–
|
–
|
–
|
|
|
1992
|
SP Asset Management
Cupertino,
California
|
$1.02M
|
+$184K
|
+440
|
+23%
|
|
|
1993
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$1.02M
|
-$114K
|
-272
|
-10%
|
|
|
1994
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$1.02M
|
+$16.3K
|
+39
|
+2%
|
|
|
1995
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$1.01M
|
–
|
–
|
–
|
|
|
1996
|
|
$1M
|
-$113K
|
-271
|
-10%
|
|
|
1997
|
Townsend Asset Management
Raleigh,
North Carolina
|
$1M
|
+$4.59K
|
+11
|
+0.5%
|
|
|
1998
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$1M
|
+$19.6K
|
+47
|
+2%
|
|
|
1999
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$1M
|
+$23K
|
+55
|
+2%
|
|
|
2000
|
Fayez Sarofim & Co
Houston,
Texas
|
$1M
|
-$169K
|
-404
|
-15%
|
|
