|
1976
|
NCM Capital Management
Ramsey,
New Jersey
|
$495K
|
-$10.3K
|
-99
|
-2%
|
|
|
1977
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$495K
|
+$64.7K
|
+625
|
+16%
|
|
|
1978
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$495K
|
+$104
|
+1
|
+0%
|
|
|
1979
|
M. Kulyk & Associates
Decatur,
Georgia
|
$494K
|
+$31.1K
|
+300
|
+7%
|
|
|
1980
|
Alta Advisers
London,
United Kingdom
|
$494K
|
–
|
–
|
–
|
|
|
1981
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$492K
|
+$22.1K
|
+213
|
+5%
|
|
|
1982
|
Steph & Co
Marinette,
Wisconsin
|
$491K
|
–
|
–
|
–
|
|
|
1983
|
Wealth Architects
Mountain View,
California
|
$489K
|
-$2.38K
|
-23
|
-0.5%
|
|
|
1984
|
Echo Street Capital Management
New York
|
$488K
|
-$1.13M
|
-10,940
|
-71%
|
|
|
1985
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$488K
|
+$458K
|
+4,423
|
New
|
|
|
1986
|
Warther Private Wealth
Akron,
Ohio
|
$487K
|
-$232K
|
-2,241
|
-34%
|
|
|
1987
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$485K
|
-$7.35K
|
-71
|
-2%
|
|
|
1988
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$484K
|
+$32.7K
|
+316
|
+8%
|
|
|
1989
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$483K
|
-$621
|
-6
|
-0.1%
|
|
|
1990
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$483K
|
-$14.8K
|
-143
|
-3%
|
|
|
1991
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$482K
|
+$455K
|
+4,390
|
New
|
|
|
1992
|
Evermay Wealth Management
Arlington,
Virginia
|
$482K
|
-$1.03K
|
-10
|
-0.2%
|
|
|
1993
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$481K
|
–
|
–
|
–
|
|
|
1994
|
Goepper Burkhardt
Greenville,
South Carolina
|
$481K
|
+$6.73K
|
+65
|
+2%
|
|
|
1995
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$480K
|
-$18.3K
|
-177
|
-4%
|
|
|
1996
|
Two Sigma Securities
New York
|
$480K
|
-$325K
|
-3,143
|
-42%
|
|
|
1997
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$479K
|
+$7.77K
|
+75
|
+2%
|
|
|
1998
|
E Fund Management
Guangzhou,
China
|
$479K
|
-$39.8K
|
-384
|
-8%
|
|
|
1999
|
Core Wealth Partners
Santa Rosa,
California
|
$478K
|
+$1.29M
|
+12,433
|
New
|
|
|
2000
|
SRB Corp
Boston,
Massachusetts
|
$478K
|
+$52.4K
|
+506
|
+13%
|
|
