|
1976
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$150K
|
–
|
–
|
–
|
|
|
1977
|
CVA Family Office
Denver,
Colorado
|
$147K
|
+$4.16K
|
+20
|
+3%
|
|
|
1978
|
HBC Financial Services
Seattle,
Washington
|
$146K
|
-$31.2K
|
-150
|
-17%
|
|
|
1979
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$146K
|
+$40.5K
|
+195
|
+40%
|
|
|
1980
|
Eagle Bay Advisors
New York
|
$145K
|
-$38.6K
|
-186
|
-21%
|
|
|
1981
|
Sutton Wealth Advisors
Tampa,
Florida
|
$144K
|
-$148K
|
-714
|
-51%
|
|
|
1982
|
Credit Agricole
Montrouge Cedex,
France
|
$144K
|
-$4.68M
|
-22,538
|
-97%
|
|
|
1983
|
Banco de Sabadell
Miami,
Florida
|
$144K
|
+$45.1K
|
+217
|
+46%
|
|
|
1984
|
Clearview Wealth Advisors
Salem,
Oregon
|
$141K
|
–
|
–
|
–
|
|
|
1985
|
Bangor Savings Bank
Bangor,
Maine
|
$141K
|
–
|
–
|
–
|
|
|
1986
|
Central Bank & Trust
Lexington,
Kentucky
|
$141K
|
-$2.49K
|
-12
|
-2%
|
|
|
1987
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$138K
|
-$7.48K
|
-36
|
-5%
|
|
|
1988
|
Grove Bank & Trust
Miami,
Florida
|
$137K
|
+$33.2K
|
+160
|
+33%
|
|
|
1989
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$137K
|
–
|
–
|
–
|
|
|
1990
|
Chilton Capital Management
Houston,
Texas
|
$134K
|
+$132K
|
+633
|
New
|
|
|
1991
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$134K
|
–
|
–
|
–
|
|
|
1992
|
Focused Wealth Management
Newburgh,
New York
|
$134K
|
+$4.78K
|
+23
|
+4%
|
|
|
1993
|
Close Asset Management
London,
United Kingdom
|
$133K
|
+$165K
|
+794
|
New
|
|
|
1994
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$133K
|
+$6.03K
|
+29
|
+5%
|
|
|
1995
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$130K
|
+$16K
|
+77
|
+14%
|
|
|
1996
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$130K
|
-$64.2K
|
-309
|
-34%
|
|
|
1997
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$127K
|
–
|
–
|
–
|
|
|
1998
|
Carmel Capital Partners
San Diego,
California
|
$127K
|
+$125K
|
+600
|
New
|
|
|
1999
|
Vigilant Capital Management
Portland,
Maine
|
$123K
|
–
|
–
|
–
|
|
|
2000
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$120K
|
+$26K
|
+125
|
+28%
|
|
