|
1976
|
XTX Topco
George Town,
Cayman Islands
|
$303K
|
-$425K
|
-7,252
|
-60%
|
|
|
1977
|
West Family Investments
Carlsbad,
California
|
$302K
|
-$160K
|
-2,720
|
-36%
|
|
|
1978
|
Tradewinds Capital Management
Bellingham,
Washington
|
$301K
|
-$59.5K
|
-1,015
|
-17%
|
|
|
1979
|
Kelleher Financial Advisors
New York
|
$301K
|
+$284K
|
+4,833
|
New
|
|
|
1980
|
Financial Partners Capital Management
New York
|
$301K
|
+$24.9K
|
+425
|
+10%
|
|
|
1981
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$299K
|
-$2.4K
|
-41
|
-0.8%
|
|
|
1982
|
Monterey Private Wealth
Monterey,
California
|
$298K
|
+$528
|
+9
|
+0.2%
|
|
|
1983
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$298K
|
+$15.2K
|
+259
|
+6%
|
|
|
1984
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$297K
|
-$16.4K
|
-280
|
-6%
|
|
|
1985
|
Arax Advisory Partners
Denver,
Colorado
|
$296K
|
-$9.15K
|
-156
|
-3%
|
|
|
1986
|
WestHill Financial Advisors
San Rafael,
California
|
$296K
|
–
|
–
|
–
|
|
|
1987
|
Vivaldi Capital Management
Chicago,
Illinois
|
$295K
|
+$880
|
+15
|
+0.3%
|
|
|
1988
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$295K
|
+$277K
|
+4,724
|
New
|
|
|
1989
|
Corrigan Financial
Middletown,
Rhode Island
|
$294K
|
+$117
|
+2
|
+0%
|
|
|
1990
|
SignalPoint Asset Management
Springfield,
Missouri
|
$293K
|
-$11.7K
|
-199
|
-4%
|
|
|
1991
|
Satovsky Asset Management
New York
|
$293K
|
+$2.35K
|
+40
|
+0.9%
|
|
|
1992
|
Camden National Bank
Camden,
Maine
|
$293K
|
+$15.3K
|
+260
|
+6%
|
|
|
1993
|
First Merchants Corp
Muncie,
Indiana
|
$292K
|
-$42.2K
|
-720
|
-13%
|
|
|
1994
|
Wimmer Associates 1
Pasadena,
California
|
$292K
|
–
|
–
|
–
|
|
|
1995
|
Members Trust
Tampa,
Florida
|
$291K
|
-$52.1K
|
-889
|
-16%
|
|
|
1996
|
Wedgewood Partners
St Louis,
Missouri
|
$291K
|
-$36.7K
|
-625
|
-12%
|
|
|
1997
|
Jump Financial
Chicago,
Illinois
|
$290K
|
-$536K
|
-9,132
|
-66%
|
|
|
1998
|
Tradition Wealth Management
Edina,
Minnesota
|
$290K
|
-$314K
|
-5,360
|
-54%
|
|
|
1999
|
Ascent Wealth Partners
New Hartford,
New York
|
$290K
|
-$15.3K
|
-260
|
-5%
|
|
|
2000
|
Bison Wealth
Atlanta,
Georgia
|
$290K
|
+$12.6K
|
+214
|
+5%
|
|
