|
1976
|
Winfield Associates
Cleveland,
Ohio
|
$187K
|
–
|
–
|
–
|
|
|
1977
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$174K
|
+$6.1K
|
+71
|
+4%
|
|
|
1978
|
Stanford Investment Group
Mountain View,
California
|
$169K
|
–
|
–
|
–
|
|
|
1979
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$168K
|
-$21.5K
|
-250
|
-11%
|
|
|
1980
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
$166K
|
-$103K
|
-1,200
|
-38%
|
|
|
1981
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$158K
|
+$12.9K
|
+150
|
+9%
|
|
|
1982
|
Cleary Gull Holdings
Milwaukee,
Wisconsin
|
$155K
|
+$160K
|
+1,866
|
New
|
|
|
1983
|
Piershale Financial Group
Barrington,
Illinois
|
$150K
|
+$42.7K
|
+497
|
+38%
|
|
|
1984
|
Avior Wealth Management
Omaha,
Nebraska
|
$146K
|
-$5.76K
|
-67
|
-4%
|
|
|
1985
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$143K
|
+$148K
|
+1,727
|
New
|
|
|
1986
|
New England Asset Management
Farmington,
Connecticut
|
$137K
|
-$662K
|
-7,700
|
-82%
|
|
|
1987
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$135K
|
-$2.13M
|
-24,756
|
-94%
|
|
|
1988
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$134K
|
-$23.5K
|
-273
|
-14%
|
|
|
1989
|
Efficient Market Advisors
San Diego,
California
|
$133K
|
–
|
–
|
–
|
|
|
1990
|
NCM Capital Management Group
Durham,
North Carolina
|
$131K
|
–
|
–
|
–
|
|
|
1991
|
CKW Financial Group
Honolulu,
Hawaii
|
$129K
|
+$2.75K
|
+32
|
+2%
|
|
|
1992
|
Dunvegan Associates
Santa Barbara,
California
|
$127K
|
-$1.03K
|
-12
|
-0.8%
|
|
|
1993
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$122K
|
–
|
–
|
–
|
|
|
1994
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$113K
|
+$73.1K
|
+850
|
+167%
|
|
|
1995
|
Nuveen
Charlotte,
North Carolina
|
$108K
|
-$4.44M
|
-51,635
|
-4%
|
|
|
1996
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$102K
|
+$19K
|
+221
|
+22%
|
|
|
1997
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$98K
|
+$101K
|
+1,179
|
New
|
|
|
1998
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$96K
|
–
|
–
|
–
|
|
|
1999
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$92K
|
–
|
–
|
–
|
|
|
2000
|
Manifold Partners
San Francisco,
California
|
$87K
|
–
|
–
|
–
|
|
