|
1976
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$468K
|
-$21.1K
|
-612
|
-4%
|
|
|
1977
|
Spinnaker Trust
Portland,
Maine
|
$467K
|
+$5.17K
|
+150
|
+1%
|
|
|
1978
|
Provence Wealth Management Group
Irvine,
California
|
$467K
|
+$485K
|
+14,093
|
New
|
|
|
1979
|
Gemmer Asset Management
Walnut Creek,
California
|
$466K
|
+$482
|
+14
|
+0.1%
|
|
|
1980
|
Stelac Advisory Services
New York
|
$465K
|
-$88K
|
-2,554
|
-15%
|
|
|
1981
|
|
$464K
|
–
|
–
|
–
|
|
|
1982
|
Hemington Wealth Management
Falls Church,
Virginia
|
$464K
|
+$10.3K
|
+298
|
+2%
|
|
|
1983
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$464K
|
-$34K
|
-986
|
-7%
|
|
|
1984
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$464K
|
-$178K
|
-5,171
|
-27%
|
|
|
1985
|
Pure Financial Advisors
San Diego,
California
|
$462K
|
+$15.3K
|
+445
|
+3%
|
|
|
1986
|
Cypress Wealth Services
Palm Desert,
California
|
$462K
|
+$36.7K
|
+1,065
|
+8%
|
|
|
1987
|
Barden Capital Management
Austin,
Texas
|
$461K
|
-$321K
|
-9,325
|
-40%
|
|
|
1988
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$460K
|
+$1.76K
|
+51
|
+0.4%
|
|
|
1989
|
Bell Bank
Fargo,
North Dakota
|
$459K
|
-$103K
|
-2,996
|
-18%
|
|
|
1990
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$458K
|
-$102K
|
-2,962
|
-18%
|
|
|
1991
|
Lattice Capital Management
Kirkland,
Washington
|
$458K
|
–
|
–
|
–
|
|
|
1992
|
New World Advisors
Hingham,
Massachusetts
|
$458K
|
+$66.3K
|
+1,926
|
+16%
|
|
|
1993
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$457K
|
-$11.5K
|
-333
|
-2%
|
|
|
1994
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$457K
|
-$16.5K
|
-479
|
-3%
|
|
|
1995
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$456K
|
+$7.85K
|
+228
|
+2%
|
|
|
1996
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$455K
|
–
|
–
|
–
|
|
|
1997
|
Rational Advisors
Huntington,
New York
|
$455K
|
-$209K
|
-6,061
|
-31%
|
|
|
1998
|
EPG Wealth Management
Atlanta,
Georgia
|
$454K
|
-$2.41K
|
-70
|
-0.5%
|
|
|
1999
|
Sittner & Nelson
Eugene,
Oregon
|
$451K
|
+$379
|
+11
|
+0.1%
|
|
|
2000
|
Successful Portfolios
Clearwater,
Florida
|
$450K
|
+$15.8K
|
+460
|
+4%
|
|
