|
1976
|
Creative Financial Designs
Kokomo,
Indiana
|
$493K
|
+$478K
|
+5,465
|
New
|
|
|
1977
|
First Eagle Investment Management
New York
|
$490K
|
-$105K
|
-1,200
|
-18%
|
|
|
1978
|
Mraz Amerine & Associates
Modesto,
California
|
$489K
|
-$262
|
-3
|
-0.1%
|
|
|
1979
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$485K
|
-$6.55K
|
-75
|
-1%
|
|
|
1980
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$484K
|
-$16.6K
|
-190
|
-3%
|
|
|
1981
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$484K
|
-$11K
|
-126
|
-2%
|
|
|
1982
|
NorthRock Partners
Minneapolis,
Minnesota
|
$484K
|
+$50.2K
|
+574
|
+12%
|
|
|
1983
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$478K
|
–
|
–
|
–
|
|
|
1984
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$477K
|
-$17.2K
|
-197
|
-4%
|
|
|
1985
|
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
|
$477K
|
+$9.96K
|
+114
|
+2%
|
|
|
1986
|
Summit Financial Strategies
Columbus,
Ohio
|
$475K
|
+$15.9K
|
+182
|
+4%
|
|
|
1987
|
Swift Run Capital Management
Charlottesville,
Virginia
|
$474K
|
–
|
–
|
–
|
|
|
1988
|
Alpha Windward
Westwood,
Massachusetts
|
$474K
|
+$786
|
+9
|
+0.2%
|
|
|
1989
|
Sterneck Capital Management
Kansas City,
Missouri
|
$473K
|
-$2.8K
|
-32
|
-0.6%
|
|
|
1990
|
Sterling Global Strategies
Carlsbad,
California
|
$472K
|
+$1.66K
|
+19
|
+0.4%
|
|
|
1991
|
Grisanti Capital Management
New York
|
$469K
|
-$61.2K
|
-700
|
-12%
|
|
|
1992
|
Lingohr Asset Management
Duesseldorf,
Germany
|
$469K
|
+$454K
|
+5,200
|
New
|
|
|
1993
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$467K
|
-$684K
|
-7,829
|
-60%
|
|
|
1994
|
Bruce & Co
Chicago,
Illinois
|
$467K
|
–
|
–
|
–
|
|
|
1995
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$467K
|
+$8.74K
|
+100
|
+2%
|
|
|
1996
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$466K
|
-$2.09M
|
-23,865
|
-81%
|
|
|
1997
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$464K
|
+$19.9K
|
+228
|
+5%
|
|
|
1998
|
Huntington Steele
Oaks,
Pennsylvania
|
$463K
|
+$139K
|
+1,587
|
+45%
|
|
|
1999
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$461K
|
-$1.66K
|
-19
|
-0.4%
|
|
|
2000
|
Assured Investment Management
New York
|
$459K
|
+$444K
|
+5,084
|
New
|
|
