|
1976
|
Mount Vernon Associates
Baltimore,
Maryland
|
$601K
|
–
|
–
|
–
|
|
|
1977
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$599K
|
+$173K
|
+2,164
|
+37%
|
|
|
1978
|
Cynosure Advisors
Salt Lake City,
Utah
|
$597K
|
-$675K
|
-8,443
|
-51%
|
|
|
1979
|
Troy Asset Management
London,
United Kingdom
|
$597K
|
–
|
–
|
–
|
|
|
1980
|
Darwin Wealth Management
Tampa,
Florida
|
$595K
|
-$1.78M
|
-22,212
|
-74%
|
|
|
1981
|
Hendershot Investments
Centreville,
Virginia
|
$595K
|
-$24K
|
-300
|
-4%
|
|
|
1982
|
Tarbox Family Office
Newport Beach,
California
|
$595K
|
-$14.5K
|
-181
|
-2%
|
|
|
1983
|
Stableford Capital II
Scottsdale,
Arizona
|
$591K
|
+$132K
|
+1,657
|
+26%
|
|
|
1984
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$591K
|
+$147K
|
+1,845
|
+30%
|
|
|
1985
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$590K
|
-$120K
|
-1,502
|
-16%
|
|
|
1986
|
Retirement Capital Strategies
San Jose,
California
|
$590K
|
–
|
–
|
–
|
|
|
1987
|
SSI Investment Management
Los Angeles,
California
|
$589K
|
-$12.4K
|
-155
|
-2%
|
|
|
1988
|
Capstone Investment Advisors
New York
|
$589K
|
+$254K
|
+3,178
|
+67%
|
|
|
1989
|
Fusion Family Wealth
Woodbury,
New York
|
$585K
|
+$1.12K
|
+14
|
+0.2%
|
|
|
1990
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$583K
|
-$2.96K
|
-37
|
-0.5%
|
|
|
1991
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$583K
|
–
|
–
|
–
|
|
|
1992
|
Scott & Selber Inc
Houston,
Texas
|
$581K
|
–
|
–
|
–
|
|
|
1993
|
Rock Point Advisors
Burlington,
Vermont
|
$577K
|
-$30.9K
|
-386
|
-5%
|
|
|
1994
|
Gryphon Financial Partners
Columbus,
Ohio
|
$577K
|
-$21.3K
|
-266
|
-3%
|
|
|
1995
|
Relative Value Partners Group
|
$574K
|
+$198K
|
+2,480
|
+48%
|
|
|
1996
|
D'Orazio & Associates
Falls Church,
Virginia
|
$572K
|
-$71.4K
|
-893
|
-10%
|
|
|
1997
|
Wintrust Investments
Chicago,
Illinois
|
$571K
|
-$1.44M
|
-17,959
|
-70%
|
|
|
1998
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$571K
|
-$20K
|
-250
|
-3%
|
|
|
1999
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$571K
|
+$613K
|
+7,664
|
New
|
|
|
2000
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$570K
|
-$7.99K
|
-100
|
-1%
|
|
