|
1976
|
Formidable Asset Management
Cincinnati,
Ohio
|
$530K
|
-$228K
|
-551
|
-29%
|
|
|
1977
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$529K
|
–
|
–
|
–
|
|
|
1978
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$529K
|
+$1.66K
|
+4
|
+0.3%
|
|
|
1979
|
CFM Wealth Partners
Austin,
Texas
|
$529K
|
+$9.53K
|
+23
|
+2%
|
|
|
1980
|
MV Capital Management
Bethesda,
Maryland
|
$528K
|
+$51.8K
|
+125
|
+10%
|
|
|
1981
|
Verition Fund Management
Greenwich,
Connecticut
|
$527K
|
-$7.06M
|
-17,040
|
-93%
|
|
|
1982
|
Birinyi Associates
Westport,
Connecticut
|
$527K
|
–
|
–
|
–
|
|
|
1983
|
Camelot Portfolios
Maumee,
Ohio
|
$524K
|
-$509K
|
-1,228
|
-48%
|
|
|
1984
|
BCK Partners
Corning,
New York
|
$524K
|
–
|
–
|
–
|
|
|
1985
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$522K
|
+$46K
|
+111
|
+9%
|
|
|
1986
|
Beam Wealth Advisors
Covington,
Louisiana
|
$521K
|
+$17K
|
+41
|
+3%
|
|
|
1987
|
Northeast Investment Management
Boston,
Massachusetts
|
$520K
|
-$29K
|
-70
|
-5%
|
|
|
1988
|
Lake Street Private Wealth
Chicago,
Illinois
|
$520K
|
+$183K
|
+441
|
+50%
|
|
|
1989
|
Empowered Funds
Havertown,
Pennsylvania
|
$520K
|
+$234K
|
+564
|
+73%
|
|
|
1990
|
WBI Investments
Red Bank,
New Jersey
|
$518K
|
-$9.53K
|
-23
|
-2%
|
|
|
1991
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$517K
|
–
|
–
|
–
|
|
|
1992
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$517K
|
+$3.73K
|
+9
|
+0.7%
|
|
|
1993
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$516K
|
+$41K
|
+99
|
+8%
|
|
|
1994
|
MTM Investment Management
Spartanburg,
South Carolina
|
$513K
|
+$105K
|
+253
|
+24%
|
|
|
1995
|
PrairieView Partners
St. Paul,
Minnesota
|
$512K
|
+$414
|
+1
|
+0.1%
|
|
|
1996
|
Winfield Associates
Cleveland,
Ohio
|
$511K
|
–
|
–
|
–
|
|
|
1997
|
Modera Wealth Management
Westwood,
New Jersey
|
$510K
|
-$36.4K
|
-88
|
-6%
|
|
|
1998
|
Armbruster Capital Management
Pittsford,
New York
|
$508K
|
–
|
–
|
–
|
|
|
1999
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$508K
|
+$3.31K
|
+8
|
+0.6%
|
|
|
2000
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$508K
|
+$10.4K
|
+25
|
+2%
|
|
