|
1976
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$270K
|
+$5.78K
|
+64
|
+2%
|
|
|
1977
|
Emerald Advisers
Leola,
Pennsylvania
|
$269K
|
-$11.4K
|
-126
|
-4%
|
|
|
1978
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$269K
|
-$362
|
-4
|
-0.1%
|
|
|
1979
|
Clear Perspective Advisors
Aurora,
Illinois
|
$269K
|
–
|
–
|
–
|
|
|
1980
|
Clear Creek Financial Management
Silverdale,
Washington
|
$268K
|
-$269K
|
-2,975
|
-50%
|
|
|
1981
|
Intrua Financial
Houston,
Texas
|
$268K
|
+$240K
|
+2,651
|
New
|
|
|
1982
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$267K
|
-$32.2K
|
-356
|
-11%
|
|
|
1983
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$267K
|
-$14.6K
|
-162
|
-5%
|
|
|
1984
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$267K
|
–
|
–
|
–
|
|
|
1985
|
Ninety One (UK)
London,
United Kingdom
|
$266K
|
-$280M
|
-3,093,473
|
-100%
|
|
|
1986
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$266K
|
+$1.81K
|
+20
|
+0.7%
|
|
|
1987
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$266K
|
+$263K
|
+2,905
|
New
|
|
|
1988
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$265K
|
–
|
–
|
–
|
|
|
1989
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$264K
|
+$262K
|
+2,898
|
New
|
|
|
1990
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$263K
|
–
|
–
|
–
|
|
|
1991
|
Miracle Mile Advisors
Los Angeles,
California
|
$262K
|
-$5.06K
|
-56
|
-2%
|
|
|
1992
|
Point View Wealth Management
Summit,
New Jersey
|
$262K
|
–
|
–
|
–
|
|
|
1993
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$261K
|
–
|
–
|
–
|
|
|
1994
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$260K
|
-$65.6K
|
-726
|
-20%
|
|
|
1995
|
Epstein & White Financial
San Diego,
California
|
$259K
|
-$12.3K
|
-136
|
-5%
|
|
|
1996
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$257K
|
-$22.5K
|
-249
|
-8%
|
|
|
1997
|
Cutler Group
San Francisco,
California
|
$257K
|
+$36.2K
|
+400
|
+17%
|
|
|
1998
|
Orser Capital Management
Southlake,
Texas
|
$256K
|
-$17.3K
|
-191
|
-6%
|
|
|
1999
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$256K
|
–
|
–
|
–
|
|
|
2000
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$256K
|
+$253K
|
+2,795
|
New
|
|
