|
1976
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$623K
|
-$18.5K
|
-164
|
-3%
|
|
|
1977
|
Fortis Capital Management
Bellevue,
Washington
|
$621K
|
+$219K
|
+1,948
|
+55%
|
|
|
1978
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$619K
|
-$5.18K
|
-46
|
-0.8%
|
|
|
1979
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$618K
|
–
|
–
|
–
|
|
|
1980
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$618K
|
+$5.18K
|
+46
|
+0.8%
|
|
|
1981
|
Landaas & Company
Milwaukee,
Wisconsin
|
$617K
|
-$11.3K
|
-100
|
-2%
|
|
|
1982
|
Tranquility Partners
Brentwood,
Tennessee
|
$616K
|
-$99.9K
|
-887
|
-14%
|
|
|
1983
|
SkyOak Wealth
Southfield,
Michigan
|
$616K
|
-$28.2K
|
-250
|
-4%
|
|
|
1984
|
Verition Fund Management
Greenwich,
Connecticut
|
$616K
|
+$616K
|
+5,466
|
New
|
|
|
1985
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$614K
|
-$563
|
-5
|
-0.1%
|
|
|
1986
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$612K
|
-$81.5K
|
-724
|
-12%
|
|
|
1987
|
Broadleaf Partners
Hudson,
Ohio
|
$612K
|
–
|
–
|
–
|
|
|
1988
|
|
$611K
|
–
|
–
|
–
|
|
|
1989
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$611K
|
–
|
–
|
–
|
|
|
1990
|
Sonora Investment Management
Tucson,
Arizona
|
$611K
|
+$44.3K
|
+393
|
+8%
|
|
|
1991
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$610K
|
+$21.4K
|
+190
|
+4%
|
|
|
1992
|
MBA Advisors
Hermitage,
Pennsylvania
|
$609K
|
-$41.2K
|
-366
|
-6%
|
|
|
1993
|
Orion Capital Management
Coronado,
California
|
$609K
|
–
|
–
|
–
|
|
|
1994
|
MJP Associates
Farmington,
Connecticut
|
$609K
|
+$46.1K
|
+409
|
+8%
|
|
|
1995
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$608K
|
-$7.09K
|
-63
|
-1%
|
|
|
1996
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$608K
|
–
|
–
|
–
|
|
|
1997
|
|
$604K
|
-$33.8K
|
-300
|
-5%
|
|
|
1998
|
Osborne Partners Capital Management
San Francisco,
California
|
$603K
|
+$62.2K
|
+552
|
+12%
|
|
|
1999
|
E.S. Barr & Co
Lexington,
Kentucky
|
$603K
|
+$84.9K
|
+754
|
+16%
|
|
|
2000
|
Close Asset Management
London,
United Kingdom
|
$602K
|
–
|
–
|
–
|
|
