|
1976
|
Accredited Investors
Edina,
Minnesota
|
$681K
|
+$21.8K
|
+376
|
+3%
|
|
|
1977
|
Howland Capital Management
Boston,
Massachusetts
|
$679K
|
+$11.9K
|
+205
|
+2%
|
|
|
1978
|
|
$679K
|
+$14.5K
|
+250
|
+2%
|
|
|
1979
|
Opus Capital Group
Cincinnati,
Ohio
|
$678K
|
-$86.6K
|
-1,490
|
-12%
|
|
|
1980
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$678K
|
+$8.19K
|
+141
|
+1%
|
|
|
1981
|
Wolverine Asset Management
Chicago,
Illinois
|
$678K
|
+$301K
|
+5,189
|
+84%
|
|
|
1982
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$677K
|
-$135K
|
-2,332
|
-17%
|
|
|
1983
|
Somerset Trust
Somerset,
Pennsylvania
|
$676K
|
+$17K
|
+293
|
+3%
|
|
|
1984
|
Evanson Asset Management
Carmel,
California
|
$676K
|
+$29K
|
+499
|
+5%
|
|
|
1985
|
Alethea Capital Management
Mercer Island,
Washington
|
$676K
|
+$187K
|
+3,212
|
+39%
|
|
|
1986
|
Kalos Management
Alpharetta,
Georgia
|
$672K
|
-$5.98K
|
-103
|
-0.9%
|
|
|
1987
|
Shufro Rose & Co
New York
|
$672K
|
+$56.4K
|
+971
|
+9%
|
|
|
1988
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$671K
|
-$7.32K
|
-126
|
-1%
|
|
|
1989
|
TSP Capital Management Group
Summit,
New Jersey
|
$671K
|
–
|
–
|
–
|
|
|
1990
|
SSI Investment Management
Los Angeles,
California
|
$670K
|
-$14.5K
|
-250
|
-2%
|
|
|
1991
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$669K
|
-$75.8K
|
-1,304
|
-10%
|
|
|
1992
|
Boyar Asset Management
New York
|
$668K
|
–
|
–
|
–
|
|
|
1993
|
Financial Engines Advisors
Santa Clara,
California
|
$665K
|
+$147K
|
+2,532
|
+29%
|
|
|
1994
|
Menard Financial Group
Houston,
Texas
|
$664K
|
-$41.5K
|
-714
|
-6%
|
|
|
1995
|
Shilanski & Associates
Anchorage,
Alaska
|
$664K
|
+$1.22K
|
+21
|
+0.2%
|
|
|
1996
|
Pegasus Partners
Mequon,
Wisconsin
|
$664K
|
+$169K
|
+2,917
|
+35%
|
|
|
1997
|
Loveless Wealth Management
Billings,
Montana
|
$662K
|
–
|
–
|
–
|
|
|
1998
|
55I LLC
Boston,
Massachusetts
|
$660K
|
+$339K
|
+5,842
|
+111%
|
|
|
1999
|
Neo Ivy Capital Management
New York
|
$656K
|
+$641K
|
+11,037
|
New
|
|
|
2000
|
Parsec Financial Management
Asheville,
North Carolina
|
$651K
|
+$35.2K
|
+606
|
+6%
|
|
