|
1976
|
Intrua Financial
Houston,
Texas
|
$250K
|
-$457K
|
-816
|
-62%
|
|
|
1977
|
Carroll Investors
Mt Pleasant,
South Carolina
|
$250K
|
+$271K
|
+485
|
New
|
|
|
1978
|
Covey Capital Advisors
Atlanta,
Georgia
|
$249K
|
–
|
–
|
–
|
|
|
1979
|
Chemistry Wealth Management
New York
|
$248K
|
-$39.2K
|
-70
|
-13%
|
|
|
1980
|
Ranch Capital Advisors
Sarasota,
Florida
|
$248K
|
–
|
–
|
–
|
|
|
1981
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$248K
|
–
|
–
|
–
|
|
|
1982
|
Hudock Inc
Williamsport,
Pennsylvania
|
$246K
|
-$51.5K
|
-92
|
-16%
|
|
|
1983
|
Private Asset Management
San Diego,
California
|
$246K
|
-$5.6K
|
-10
|
-2%
|
|
|
1984
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$244K
|
-$58.8K
|
-105
|
-18%
|
|
|
1985
|
FWG Holdings
Winter Park,
Florida
|
$244K
|
-$20.1K
|
-36
|
-7%
|
|
|
1986
|
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
|
$243K
|
-$34.1K
|
-61
|
-11%
|
|
|
1987
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$243K
|
–
|
–
|
–
|
|
|
1988
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$242K
|
+$34.1K
|
+61
|
+15%
|
|
|
1989
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$242K
|
+$267K
|
+477
|
New
|
|
|
1990
|
Renasant Bank
Tupelo,
Mississippi
|
$241K
|
-$157K
|
-281
|
-37%
|
|
|
1991
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$241K
|
–
|
–
|
–
|
|
|
1992
|
Apricus Wealth
Beaufort,
South Carolina
|
$238K
|
-$1.68K
|
-3
|
-0.6%
|
|
|
1993
|
Quantum Financial Advisors
El Segundo,
California
|
$238K
|
–
|
–
|
–
|
|
|
1994
|
Alesco Advisors
Pittsford,
New York
|
$238K
|
+$20.7K
|
+37
|
+9%
|
|
|
1995
|
|
$237K
|
–
|
–
|
–
|
|
|
1996
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$237K
|
+$262K
|
+468
|
New
|
|
|
1997
|
Driehaus Capital Management
Chicago,
Illinois
|
$236K
|
-$21.3K
|
-38
|
-8%
|
|
|
1998
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$236K
|
–
|
–
|
–
|
|
|
1999
|
Sage Financial Management Group
Mclean,
Virginia
|
$236K
|
–
|
–
|
–
|
|
|
2000
|
Valmark Advisers
Akron,
Ohio
|
$236K
|
+$8.39K
|
+15
|
+3%
|
|
