|
1976
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$378K
|
+$693K
|
+28,874
|
+205%
|
|
|
1977
|
Goodman Financial
Houston,
Texas
|
$377K
|
–
|
–
|
–
|
|
|
1978
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$376K
|
-$9.47K
|
-395
|
-3%
|
|
|
1979
|
WealthBridge Capital Management
Westerville,
Ohio
|
$376K
|
+$36.5K
|
+1,521
|
+10%
|
|
|
1980
|
Wealthstar Advisors
Plano,
Texas
|
$375K
|
-$28.7K
|
-1,198
|
-8%
|
|
|
1981
|
Proficio Capital Partners
Newton,
Massachusetts
|
$375K
|
+$104K
|
+4,355
|
+42%
|
|
|
1982
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$374K
|
-$31.9K
|
-1,330
|
-8%
|
|
|
1983
|
Doliver Advisors
Houston,
Texas
|
$374K
|
+$44.4K
|
+1,853
|
+14%
|
|
|
1984
|
IMA Advisory Services
Denver,
Colorado
|
$373K
|
-$29.1K
|
-1,215
|
-8%
|
|
|
1985
|
Kendall Capital Management
Rockville,
Maryland
|
$373K
|
–
|
–
|
–
|
|
|
1986
|
Liberty Capital Management
Birmingham,
Michigan
|
$372K
|
-$6.36K
|
-265
|
-2%
|
|
|
1987
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$371K
|
-$23.6K
|
-985
|
-6%
|
|
|
1988
|
Rafferty Asset Management
New York
|
$370K
|
-$3.79M
|
-158,053
|
-92%
|
|
|
1989
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$367K
|
+$134K
|
+5,607
|
+63%
|
|
|
1990
|
Sargent Investment Group
Bethesda,
Maryland
|
$365K
|
+$12.3K
|
+512
|
+4%
|
|
|
1991
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$364K
|
+$35.1K
|
+1,463
|
+11%
|
|
|
1992
|
Segment Wealth Management
Houston,
Texas
|
$363K
|
-$95.3K
|
-3,972
|
-22%
|
|
|
1993
|
Middleton & Co
Boston,
Massachusetts
|
$361K
|
-$9.52K
|
-397
|
-3%
|
|
|
1994
|
F3Logic
Burnsville,
Minnesota
|
$361K
|
+$4.61K
|
+192
|
+1%
|
|
|
1995
|
Summit Financial Strategies
Columbus,
Ohio
|
$359K
|
-$51.2K
|
-2,133
|
-13%
|
|
|
1996
|
Hills Bank & Trust
North Liberty,
Iowa
|
$359K
|
-$2.37K
|
-99
|
-0.7%
|
|
|
1997
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$358K
|
-$24K
|
-1,001
|
-7%
|
|
|
1998
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$358K
|
-$6.91K
|
-288
|
-2%
|
|
|
1999
|
Osborne Partners Capital Management
San Francisco,
California
|
$356K
|
-$35.1K
|
-1,462
|
-9%
|
|
|
2000
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$356K
|
+$13.2K
|
+550
|
+4%
|
|
