|
1976
|
Trillium Asset Management
Boston,
Massachusetts
|
$364K
|
-$41.3K
|
-586
|
-10%
|
|
|
1977
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$364K
|
-$4.37K
|
-62
|
-1%
|
|
|
1978
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$363K
|
+$8.46K
|
+120
|
+2%
|
|
|
1979
|
Bridgeworth
Birmingham,
Alabama
|
$363K
|
-$4.51K
|
-64
|
-1%
|
|
|
1980
|
Trivium Point Advisory
Westport,
Connecticut
|
$362K
|
-$2.68K
|
-38
|
-0.7%
|
|
|
1981
|
Moran Wealth Management
Naples,
Florida
|
$362K
|
-$64.5K
|
-914
|
-15%
|
|
|
1982
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$362K
|
–
|
–
|
–
|
|
|
1983
|
Bray Capital Advisors
Naples,
Florida
|
$362K
|
+$2.33K
|
+33
|
+0.6%
|
|
|
1984
|
Innovis Asset Management
Chicago,
Illinois
|
$361K
|
+$2.61K
|
+37
|
+0.7%
|
|
|
1985
|
Lavaca Capital
Houston,
Texas
|
$361K
|
-$21.2K
|
-300
|
-6%
|
|
|
1986
|
|
$361K
|
+$12.8K
|
+181
|
+4%
|
|
|
1987
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$360K
|
-$13.4K
|
-190
|
-4%
|
|
|
1988
|
Washington Capital Management
Seattle,
Washington
|
$360K
|
–
|
–
|
–
|
|
|
1989
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$360K
|
+$120K
|
+1,700
|
+49%
|
|
|
1990
|
Avion Wealth
The Woodlands,
Texas
|
$358K
|
-$7.05K
|
-100
|
-2%
|
|
|
1991
|
Leuthold Group
Minneapolis,
Minnesota
|
$358K
|
-$20.8K
|
-295
|
-5%
|
|
|
1992
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$357K
|
-$2.4K
|
-34
|
-0.7%
|
|
|
1993
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$357K
|
-$2.82K
|
-40
|
-0.8%
|
|
|
1994
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$356K
|
-$67.1K
|
-951
|
-16%
|
|
|
1995
|
RBA Wealth Management
Newport Beach,
California
|
$355K
|
-$30.4K
|
-431
|
-8%
|
|
|
1996
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$355K
|
-$48K
|
-680
|
-12%
|
|
|
1997
|
First Bancorp
Damariscotta,
Maine
|
$352K
|
-$14.1K
|
-200
|
-4%
|
|
|
1998
|
SRB Corp
Boston,
Massachusetts
|
$352K
|
-$51.8K
|
-734
|
-13%
|
|
|
1999
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$352K
|
+$2.61K
|
+37
|
+0.7%
|
|
|
2000
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$352K
|
–
|
–
|
–
|
|
