|
1976
|
Titleist Asset Management
San Antonio,
Texas
|
$476K
|
-$717K
|
-2,729
|
-61%
|
|
|
1977
|
VELA Investment Management
New Albany,
Ohio
|
$475K
|
-$3.41K
|
-13
|
-0.7%
|
|
|
1978
|
Members Trust
Tampa,
Florida
|
$475K
|
+$45.7K
|
+174
|
+11%
|
|
|
1979
|
Impact Partnership Wealth
Marietta,
Georgia
|
$475K
|
+$54.9K
|
+209
|
+14%
|
|
|
1980
|
Aristotle Capital Management
Los Angeles,
California
|
$475K
|
–
|
–
|
–
|
|
|
1981
|
M. Kraus & Co
Shelburne,
Vermont
|
$474K
|
–
|
–
|
–
|
|
|
1982
|
denkapparat Operations
Berlin,
Germany
|
$474K
|
–
|
–
|
–
|
|
|
1983
|
Convergence Financial
Columbia,
Missouri
|
$473K
|
+$525
|
+2
|
+0.1%
|
|
|
1984
|
Hohimer Wealth Management
Seattle,
Washington
|
$472K
|
+$4.46K
|
+17
|
+1%
|
|
|
1985
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$472K
|
–
|
–
|
–
|
|
|
1986
|
Spirepoint Private Client
Vero Beach,
Florida
|
$472K
|
-$13.1K
|
-50
|
-3%
|
|
|
1987
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$471K
|
-$180K
|
-687
|
-28%
|
|
|
1988
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$471K
|
+$454K
|
+1,730
|
New
|
|
|
1989
|
Fairview Capital Investment Management
Greenbrae,
California
|
$470K
|
-$72.2K
|
-275
|
-14%
|
|
|
1990
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$469K
|
+$38.1K
|
+145
|
+9%
|
|
|
1991
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$468K
|
+$452K
|
+1,722
|
New
|
|
|
1992
|
Nicholson Wealth Management Group
Charlestown,
South Carolina
|
$467K
|
+$52.5K
|
+200
|
+13%
|
|
|
1993
|
R2 Capital Strategies
Lincoln,
Nebraska
|
$467K
|
+$451K
|
+1,716
|
New
|
|
|
1994
|
GAM Holding
Zurich,
Switzerland
|
$466K
|
+$180K
|
+686
|
+67%
|
|
|
1995
|
Encompass Wealth Advisors
Portland,
Oregon
|
$465K
|
–
|
–
|
–
|
|
|
1996
|
Balentine LLC
Atlanta,
Georgia
|
$465K
|
+$138K
|
+527
|
+45%
|
|
|
1997
|
Atlas Legacy Advisors
Los Angeles,
California
|
$464K
|
+$57.2K
|
+218
|
+14%
|
|
|
1998
|
Integrity Financial
Cheyenne,
Wyoming
|
$464K
|
+$3.94K
|
+15
|
+0.9%
|
|
|
1999
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$464K
|
+$9.19K
|
+35
|
+2%
|
|
|
2000
|
Ausdal Financial Partners
Davenport,
Iowa
|
$463K
|
+$50.2K
|
+191
|
+13%
|
|
