|
1976
|
Krilogy Financial
St. Louis,
Missouri
|
$466K
|
+$31.3K
|
+258
|
+7%
|
|
|
1977
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$465K
|
-$121
|
-1
|
-0%
|
|
|
1978
|
DC Investments Management
Mclean,
Virginia
|
$464K
|
–
|
–
|
–
|
|
|
1979
|
Corundum Group
Colorado Springs,
Colorado
|
$463K
|
-$243
|
-2
|
-0.1%
|
|
|
1980
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$463K
|
+$24.5K
|
+202
|
+5%
|
|
|
1981
|
British Steel Pension Fund
London,
United Kingdom
|
$462K
|
-$333K
|
-2,738
|
-41%
|
|
|
1982
|
Compass Capital Management
Minneapolis,
Minnesota
|
$462K
|
-$9.72K
|
-80
|
-2%
|
|
|
1983
|
TrueWealth LLC
Atlanta,
Georgia
|
$462K
|
-$2.31K
|
-19
|
-0.5%
|
|
|
1984
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$462K
|
–
|
–
|
–
|
|
|
1985
|
Riverview Trust Company
Vancouver,
Washington
|
$458K
|
–
|
–
|
–
|
|
|
1986
|
Oak Ridge Investments
Chicago,
Illinois
|
$458K
|
+$177K
|
+1,456
|
+61%
|
|
|
1987
|
Engineers Gate Manager
New York
|
$456K
|
-$6.15M
|
-50,651
|
-93%
|
|
|
1988
|
Financial Engines Advisors
Santa Clara,
California
|
$456K
|
-$78.6K
|
-647
|
-14%
|
|
|
1989
|
Trillium Asset Management
Boston,
Massachusetts
|
$456K
|
+$243K
|
+2,002
|
+109%
|
|
|
1990
|
DFPG Investments
Sandy,
Utah
|
$455K
|
-$18.8K
|
-155
|
-4%
|
|
|
1991
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$455K
|
-$10.1K
|
-83
|
-2%
|
|
|
1992
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$455K
|
–
|
–
|
–
|
|
|
1993
|
Sage Rhino Capital
Menlo Park,
California
|
$455K
|
+$9.47K
|
+78
|
+2%
|
|
|
1994
|
Westwood Management Corporation
Chicago,
Illinois
|
$451K
|
–
|
–
|
–
|
|
|
1995
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$450K
|
+$15.1K
|
+124
|
+3%
|
|
|
1996
|
Successful Portfolios
Clearwater,
Florida
|
$449K
|
+$7.04K
|
+58
|
+2%
|
|
|
1997
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$447K
|
-$9.11K
|
-75
|
-2%
|
|
|
1998
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$447K
|
+$35.9K
|
+296
|
+9%
|
|
|
1999
|
Caxton Associates (New York)
New York
|
$447K
|
+$457K
|
+3,765
|
New
|
|
|
2000
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$445K
|
+$972
|
+8
|
+0.2%
|
|
