|
1976
|
Calton & Associates
Tampa,
Florida
|
$507K
|
+$448K
|
+1,296
|
New
|
|
|
1977
|
|
$506K
|
+$102K
|
+296
|
+30%
|
|
|
1978
|
Castleark Management
Chicago,
Illinois
|
$505K
|
–
|
–
|
–
|
|
|
1979
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$505K
|
+$24.5K
|
+71
|
+6%
|
|
|
1980
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$501K
|
+$6.56K
|
+19
|
+2%
|
|
|
1981
|
Caxton Associates (New York)
New York
|
$501K
|
+$442K
|
+1,280
|
New
|
|
|
1982
|
Wolverine Trading
Chicago,
Illinois
|
$500K
|
+$441K
|
+1,278
|
New
|
|
|
1983
|
Monte Financial Group
Guilford,
Connecticut
|
$499K
|
–
|
–
|
–
|
|
|
1984
|
OneFund LLC
Saint Petersburg,
Florida
|
$498K
|
-$20K
|
-58
|
-4%
|
|
|
1985
|
Buck Wealth Strategies
Denver,
Colorado
|
$498K
|
-$246K
|
-713
|
-36%
|
|
|
1986
|
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
$498K
|
-$17.3K
|
-50
|
-4%
|
|
|
1987
|
Chesley Taft & Associates
Chicago,
Illinois
|
$497K
|
-$5.18K
|
-15
|
-1%
|
|
|
1988
|
Alpha Family Trust
Los Angeles,
California
|
$497K
|
–
|
–
|
–
|
|
|
1989
|
Davidson Investment Advisors
Great Falls,
Montana
|
$497K
|
–
|
–
|
–
|
|
|
1990
|
Next Level Private
Harrison,
New York
|
$497K
|
–
|
–
|
–
|
|
|
1991
|
MCF Advisors
Covington,
Kentucky
|
$494K
|
+$16.2K
|
+47
|
+4%
|
|
|
1992
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$494K
|
+$61.1K
|
+177
|
+16%
|
|
|
1993
|
Regatta Capital Group
El Segundo,
California
|
$492K
|
+$2.07K
|
+6
|
+0.5%
|
|
|
1994
|
Jupiter Wealth Management
Glendale,
Colorado
|
$492K
|
-$83.6K
|
-242
|
-16%
|
|
|
1995
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$491K
|
+$30K
|
+87
|
+7%
|
|
|
1996
|
Maven Securities
St Helier,
Jersey
|
$490K
|
-$48K
|
-139
|
-10%
|
|
|
1997
|
Strategic Wealth Partners
Independence,
Ohio
|
$490K
|
+$15.2K
|
+44
|
+4%
|
|
|
1998
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$489K
|
–
|
–
|
–
|
|
|
1999
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$489K
|
-$4.49K
|
-13
|
-1%
|
|
|
2000
|
Millington Financial Advisors
Naperville,
Illinois
|
$488K
|
-$5.18K
|
-15
|
-1%
|
|
