|
1976
|
GW&K Investment Management
Boston,
Massachusetts
|
$4.78M
|
+$765K
|
+1,132
|
+19%
|
|
|
1977
|
Madden Advisory Services
Jacksonville,
Florida
|
$4.78M
|
-$134K
|
-198
|
-3%
|
|
|
1978
|
Waterfront Wealth
Overland Park,
Kansas
|
$4.77M
|
-$7.43K
|
-11
|
-0.2%
|
|
|
1979
|
Skaana Management
Brooklyn,
New York
|
$4.77M
|
+$4.73M
|
+7,000
|
New
|
|
|
1980
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$4.77M
|
+$596K
|
+882
|
+14%
|
|
|
1981
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$4.76M
|
-$73.7K
|
-109
|
-2%
|
|
|
1982
|
Private Wealth Partners
Mill Valley,
California
|
$4.73M
|
-$1.28M
|
-1,898
|
-21%
|
|
|
1983
|
Crumly & Associates
Springfield,
Illinois
|
$4.71M
|
-$36.5K
|
-54
|
-0.8%
|
|
|
1984
|
|
$4.7M
|
+$181K
|
+268
|
+4%
|
|
|
1985
|
Tandem Financial
Greenwood Village,
Colorado
|
$4.69M
|
-$5.61M
|
-8,295
|
-51%
|
|
|
1986
|
Clarendon Private
Boston,
Massachusetts
|
$4.69M
|
-$16.2K
|
-24
|
-0.3%
|
|
|
1987
|
Midwest Financial Network
Tinley Park,
Illinois
|
$4.65M
|
+$2.46M
|
+3,635
|
+114%
|
|
|
1988
|
Courage Capital Management
Nashville,
Tennessee
|
$4.65M
|
–
|
–
|
–
|
|
|
1989
|
Two Point Capital Management
Pittsford,
New York
|
$4.65M
|
-$162K
|
-239
|
-3%
|
|
|
1990
|
Holt Capital Partners
Fort Worth,
Texas
|
$4.65M
|
+$586K
|
+867
|
+15%
|
|
|
1991
|
Wellington Shields & Co
New York
|
$4.65M
|
+$1.59M
|
+2,356
|
+53%
|
|
|
1992
|
Ironclad Investments
Maitland,
Florida
|
$4.64M
|
–
|
–
|
–
|
|
|
1993
|
Retirement Guys Formula
Maumee,
Ohio
|
$4.64M
|
-$239K
|
-353
|
-5%
|
|
|
1994
|
Cedarwood Wealth
Highlands Ranch,
Colorado
|
$4.64M
|
+$4.52M
|
+6,693
|
New
|
|
|
1995
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$4.62M
|
-$588K
|
-870
|
-11%
|
|
|
1996
|
Bennett Selby Investments
Falmouth,
Maine
|
$4.62M
|
+$98K
|
+145
|
+2%
|
|
|
1997
|
Semitam Bonam
Goshen,
New York
|
$4.61M
|
+$100K
|
+148
|
+2%
|
|
|
1998
|
Alpha Cubed Investments
Irvine,
California
|
$4.61M
|
-$245K
|
-363
|
-5%
|
|
|
1999
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.6M
|
+$483K
|
+714
|
+12%
|
|
|
2000
|
SGL Investment Advisors
Missoula,
Montana
|
$4.6M
|
+$701K
|
+1,037
|
+18%
|
|
