|
1976
|
Canal Capital Management
Richmond,
Virginia
|
$1.81M
|
+$628K
|
+1,369
|
+56%
|
|
|
1977
|
BTR Capital Management
Oakland,
California
|
$1.8M
|
+$68.9K
|
+150
|
+4%
|
|
|
1978
|
Sonora Investment Management Group
Tucson,
Arizona
|
$1.8M
|
+$1.74M
|
+3,794
|
New
|
|
|
1979
|
Cubist Systematic Strategies
Stamford,
Connecticut
|
$1.79M
|
-$3.67M
|
-7,995
|
-68%
|
|
|
1980
|
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
$1.79M
|
+$1.73M
|
+3,765
|
New
|
|
|
1981
|
Penbrook Management
New York
|
$1.79M
|
–
|
–
|
–
|
|
|
1982
|
Sonata Capital Group
Seattle,
Washington
|
$1.79M
|
+$30.8K
|
+67
|
+2%
|
|
|
1983
|
Ironwood Financial
Tucson,
Arizona
|
$1.79M
|
+$47.7K
|
+104
|
+3%
|
|
|
1984
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.78M
|
-$84.5K
|
-184
|
-5%
|
|
|
1985
|
Palladium Partners
Norfolk,
Virginia
|
$1.78M
|
+$9.18K
|
+20
|
+0.5%
|
|
|
1986
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$1.78M
|
+$1.72M
|
+3,748
|
New
|
|
|
1987
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$1.77M
|
-$62.9K
|
-137
|
-4%
|
|
|
1988
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$1.77M
|
-$52.3K
|
-114
|
-3%
|
|
|
1989
|
Robbins Farley
Bedford,
New Hampshire
|
$1.77M
|
+$1.71M
|
+3,725
|
New
|
|
|
1990
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$1.77M
|
-$12.4K
|
-27
|
-0.7%
|
|
|
1991
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$1.76M
|
+$1.7M
|
+3,712
|
New
|
|
|
1992
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$1.76M
|
+$1.7M
|
+3,713
|
New
|
|
|
1993
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$1.76M
|
–
|
–
|
–
|
|
|
1994
|
Continuum Advisory
Eagle,
Idaho
|
$1.76M
|
+$826K
|
+1,800
|
+55%
|
|
|
1995
|
Courage Capital Management
Nashville,
Tennessee
|
$1.76M
|
–
|
–
|
–
|
|
|
1996
|
Meeder Asset Management
Dublin,
Ohio
|
$1.76M
|
+$123K
|
+267
|
+8%
|
|
|
1997
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.75M
|
+$909K
|
+1,979
|
+116%
|
|
|
1998
|
Hancock Whitney Investment Services
New Orleans,
Louisiana
|
$1.75M
|
+$1.69M
|
+3,685
|
New
|
|
|
1999
|
Violich Capital Management
San Francisco,
California
|
$1.75M
|
+$180K
|
+393
|
+12%
|
|
|
2000
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$1.75M
|
-$75.3K
|
-164
|
-4%
|
|
