|
1976
|
Indie Asset Partners
Carmel,
Indiana
|
$452K
|
+$3.52K
|
+11
|
+0.9%
|
|
|
1977
|
Tortoise Investment Management
White Plains,
New York
|
$452K
|
-$6.39K
|
-20
|
-2%
|
|
|
1978
|
MCF Advisors
Covington,
Kentucky
|
$452K
|
-$157K
|
-490
|
-28%
|
|
|
1979
|
Trustco Bank (New York)
Albany,
New York
|
$451K
|
-$47.9K
|
-150
|
-11%
|
|
|
1980
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$448K
|
+$43.1K
|
+135
|
+12%
|
|
|
1981
|
Next Level Private
Harrison,
New York
|
$447K
|
–
|
–
|
–
|
|
|
1982
|
Calamos Wealth Management
Naperville,
Illinois
|
$444K
|
-$173K
|
-540
|
-31%
|
|
|
1983
|
Bremer Bank National Association
St Paul,
Minnesota
|
$442K
|
+$28.4K
|
+89
|
+8%
|
|
|
1984
|
First Nebraska Trust
Lincoln,
Nebraska
|
$442K
|
-$16K
|
-50
|
-4%
|
|
|
1985
|
Canal Capital Management
Richmond,
Virginia
|
$442K
|
-$5.11K
|
-16
|
-1%
|
|
|
1986
|
Greenline Partners
New York
|
$442K
|
–
|
–
|
–
|
|
|
1987
|
Andina Capital Management
Lehi,
Utah
|
$441K
|
+$97.5K
|
+305
|
+34%
|
|
|
1988
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$440K
|
+$44.7K
|
+140
|
+13%
|
|
|
1989
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$439K
|
-$1.6K
|
-5
|
-0.4%
|
|
|
1990
|
Matthew Hamilton Rosenberg
|
$439K
|
-$56.6K
|
-177
|
-13%
|
|
|
1991
|
Regatta Capital Group
El Segundo,
California
|
$438K
|
+$7.67K
|
+24
|
+2%
|
|
|
1992
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$438K
|
-$182K
|
-569
|
-32%
|
|
|
1993
|
Five Oceans Advisors
Santa Monica,
California
|
$437K
|
–
|
–
|
–
|
|
|
1994
|
Hills Bank & Trust
North Liberty,
Iowa
|
$436K
|
+$159K
|
+499
|
+72%
|
|
|
1995
|
GSA Capital Partners
London,
United Kingdom
|
$433K
|
+$377K
|
+1,181
|
New
|
|
|
1996
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$433K
|
+$3.2K
|
+10
|
+0.9%
|
|
|
1997
|
Meredith Wealth Planning
Maryville,
Illinois
|
$432K
|
-$60.4K
|
-189
|
-14%
|
|
|
1998
|
KEB Asset Management
Springfield,
Illinois
|
$432K
|
–
|
–
|
–
|
|
|
1999
|
Davidson Trust Company
Seattle,
Washington
|
$431K
|
–
|
–
|
–
|
|
|
2000
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$431K
|
+$376K
|
+1,177
|
New
|
|
