|
1976
|
Successful Portfolios
Clearwater,
Florida
|
$488K
|
-$14.2K
|
-54
|
-3%
|
|
|
1977
|
Mason & Associates (California)
Los Angeles,
California
|
$487K
|
–
|
–
|
–
|
|
|
1978
|
Symphony Financial
Houston,
Texas
|
$486K
|
+$36.5K
|
+139
|
+8%
|
|
|
1979
|
Trust Company of Kansas
Wichita,
Kansas
|
$486K
|
+$65.6K
|
+250
|
+16%
|
|
|
1980
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$486K
|
-$4.99K
|
-19
|
-1%
|
|
|
1981
|
Income Insurance Ltd
Singapore,
|
$485K
|
–
|
–
|
–
|
|
|
1982
|
Key Financial Inc
West Chester,
Pennsylvania
|
$485K
|
-$9.98K
|
-38
|
-2%
|
|
|
1983
|
Tradewinds Capital Management
Bellingham,
Washington
|
$484K
|
-$19.7K
|
-75
|
-4%
|
|
|
1984
|
Groupe la Francaise
Paris,
France
|
$483K
|
+$11.8K
|
+45
|
+3%
|
|
|
1985
|
Steelhead Wealth Management
Glen Allen,
Virginia
|
$481K
|
-$21.8K
|
-83
|
-4%
|
|
|
1986
|
Talon Private Wealth
The Villages,
Florida
|
$481K
|
+$17.3K
|
+66
|
+4%
|
|
|
1987
|
River Street Advisors
Aurora,
Illinois
|
$479K
|
–
|
–
|
–
|
|
|
1988
|
Titleist Asset Management
San Antonio,
Texas
|
$476K
|
-$717K
|
-2,729
|
-61%
|
|
|
1989
|
VELA Investment Management
New Albany,
Ohio
|
$475K
|
-$3.41K
|
-13
|
-0.7%
|
|
|
1990
|
Members Trust
Tampa,
Florida
|
$475K
|
+$45.7K
|
+174
|
+11%
|
|
|
1991
|
Impact Partnership Wealth
Marietta,
Georgia
|
$475K
|
+$54.9K
|
+209
|
+14%
|
|
|
1992
|
Aristotle Capital Management
Los Angeles,
California
|
$475K
|
–
|
–
|
–
|
|
|
1993
|
M. Kraus & Co
Shelburne,
Vermont
|
$474K
|
–
|
–
|
–
|
|
|
1994
|
denkapparat Operations
Berlin,
Germany
|
$474K
|
–
|
–
|
–
|
|
|
1995
|
Convergence Financial
Columbia,
Missouri
|
$473K
|
+$525
|
+2
|
+0.1%
|
|
|
1996
|
Hohimer Wealth Management
Seattle,
Washington
|
$472K
|
+$4.46K
|
+17
|
+1%
|
|
|
1997
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$472K
|
–
|
–
|
–
|
|
|
1998
|
Spirepoint Private Client
Vero Beach,
Florida
|
$472K
|
-$13.1K
|
-50
|
-3%
|
|
|
1999
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$471K
|
-$180K
|
-687
|
-28%
|
|
|
2000
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$471K
|
+$454K
|
+1,730
|
New
|
|
