|
1976
|
Private Management Group
Irvine,
California
|
$223K
|
–
|
–
|
–
|
|
|
1977
|
Financial Council
Towson,
Maryland
|
$222K
|
–
|
–
|
–
|
|
|
1978
|
Wayfinding Financial
Lynnwood,
Washington
|
$222K
|
–
|
–
|
–
|
|
|
1979
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$221K
|
–
|
–
|
–
|
|
|
1980
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$221K
|
+$21K
|
+20
|
+10%
|
|
|
1981
|
|
$221K
|
–
|
–
|
–
|
|
|
1982
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$219K
|
–
|
–
|
–
|
|
|
1983
|
Washington Trust Bank
Spokane,
Washington
|
$219K
|
-$24.2K
|
-23
|
-9%
|
|
|
1984
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$219K
|
+$240K
|
+228
|
New
|
|
|
1985
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$219K
|
+$230K
|
+219
|
New
|
|
|
1986
|
Keebeck Wealth Management
Chicago,
Illinois
|
$218K
|
-$100K
|
-95
|
-30%
|
|
|
1987
|
One Day In July LLC
Burlington,
Vermont
|
$218K
|
+$37.9K
|
+36
|
+19%
|
|
|
1988
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$217K
|
+$238K
|
+226
|
New
|
|
|
1989
|
Mill Capital Management
Concord,
North Carolina
|
$217K
|
-$10.5K
|
-10
|
-4%
|
|
|
1990
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$217K
|
-$15.8K
|
-15
|
-6%
|
|
|
1991
|
Gould Asset Management
Claremont,
California
|
$217K
|
–
|
–
|
–
|
|
|
1992
|
LMR Partners
London,
United Kingdom
|
$217K
|
+$238K
|
+226
|
New
|
|
|
1993
|
Enclave Advisors
Austin,
Texas
|
$216K
|
–
|
–
|
–
|
|
|
1994
|
Strategic Advisory Partners
Greensboro,
North Carolina
|
$216K
|
–
|
–
|
–
|
|
|
1995
|
Forum Financial Management
Lombard,
Illinois
|
$216K
|
-$1.49M
|
-1,418
|
-86%
|
|
|
1996
|
One Capital Management
Westlake Village,
California
|
$216K
|
–
|
–
|
–
|
|
|
1997
|
CAP Partners LLC
Franklin,
Tennessee
|
$215K
|
–
|
–
|
–
|
|
|
1998
|
Endeavor Private Wealth
Topeka,
Kansas
|
$214K
|
–
|
–
|
–
|
|
|
1999
|
Ostrum Asset Management
Paris,
France
|
$214K
|
-$1.41M
|
-1,336
|
-86%
|
|
|
2000
|
Bearing Point Capital
Bloomington,
Minnesota
|
$214K
|
–
|
–
|
–
|
|
