|
1976
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$495K
|
-$57K
|
-1,414
|
-10%
|
|
|
1977
|
Osborne Partners Capital Management
San Francisco,
California
|
$494K
|
+$146K
|
+3,626
|
+43%
|
|
|
1978
|
Westmount Partners
Los Angeles,
California
|
$493K
|
-$7.38K
|
-183
|
-2%
|
|
|
1979
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$492K
|
+$46.1K
|
+1,145
|
+11%
|
|
|
1980
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$491K
|
-$101K
|
-2,497
|
-17%
|
|
|
1981
|
Arax Advisory Partners
Denver,
Colorado
|
$490K
|
+$136K
|
+3,376
|
+40%
|
|
|
1982
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$490K
|
–
|
–
|
–
|
|
|
1983
|
|
$490K
|
+$25.8K
|
+641
|
+6%
|
|
|
1984
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$489K
|
-$13.8K
|
-343
|
-3%
|
|
|
1985
|
Tributary Capital Management
Omaha,
Nebraska
|
$489K
|
-$22.1K
|
-548
|
-4%
|
|
|
1986
|
SMH Capital Advisors
Fort Worth,
Texas
|
$487K
|
-$25.2K
|
-626
|
-5%
|
|
|
1987
|
Diversified
Wilmington,
Delaware
|
$486K
|
+$13K
|
+322
|
+3%
|
|
|
1988
|
Davidson Trust Company
Seattle,
Washington
|
$485K
|
-$108K
|
-2,678
|
-19%
|
|
|
1989
|
Sovereign Financial Group
Stamford,
Connecticut
|
$483K
|
+$3.67K
|
+91
|
+0.8%
|
|
|
1990
|
|
$483K
|
-$12.5K
|
-309
|
-3%
|
|
|
1991
|
Bridgewater Advisors
New York
|
$482K
|
+$486K
|
+12,057
|
New
|
|
|
1992
|
First Foundation Advisors
Irvine,
California
|
$481K
|
+$80.6K
|
+1,999
|
+21%
|
|
|
1993
|
Chiron Capital Management
Tallahassee,
Florida
|
$481K
|
-$592K
|
-14,694
|
-56%
|
|
|
1994
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$479K
|
–
|
–
|
–
|
|
|
1995
|
Berger Financial Group
Plymouth,
Minnesota
|
$477K
|
-$9.79K
|
-243
|
-2%
|
|
|
1996
|
WCM Investment Management
Laguna Beach,
California
|
$477K
|
+$185K
|
+4,593
|
+65%
|
|
|
1997
|
Journey Strategic Wealth
Summit,
New Jersey
|
$476K
|
+$192K
|
+4,773
|
+70%
|
|
|
1998
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$476K
|
-$6.49K
|
-161
|
-1%
|
|
|
1999
|
Nemes Rush Group
Novi,
Michigan
|
$476K
|
-$28.5K
|
-707
|
-6%
|
|
|
2000
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$476K
|
+$159K
|
+3,944
|
+52%
|
|
