|
1976
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$94.8K
|
+$21K
|
+185
|
+27%
|
|
|
1977
|
Aster Capital Management
Dubai,
United Arab Emirates
|
$93.2K
|
-$1.91M
|
-16,842
|
-95%
|
|
|
1978
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$92.9K
|
+$97.7K
|
+862
|
New
|
|
|
1979
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$91.7K
|
+$96.4K
|
+851
|
New
|
|
|
1980
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$89.7K
|
–
|
–
|
–
|
|
|
1981
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$89K
|
-$35.2K
|
-311
|
-27%
|
|
|
1982
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$86.2K
|
–
|
–
|
–
|
|
|
1983
|
GKV Capital Management
Walnut Creek,
California
|
$86.2K
|
+$90.6K
|
+800
|
New
|
|
|
1984
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$84.7K
|
+$5.32K
|
+47
|
+6%
|
|
|
1985
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$84.3K
|
-$147K
|
-1,298
|
-62%
|
|
|
1986
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$83.4K
|
+$680
|
+6
|
+0.8%
|
|
|
1987
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$82.7K
|
+$75.7K
|
+668
|
New
|
|
|
1988
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$82.2K
|
–
|
–
|
–
|
|
|
1989
|
Westside Investment Management
Santa Monica,
California
|
$81.9K
|
+$10.1K
|
+89
|
+13%
|
|
|
1990
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$79.3K
|
–
|
–
|
–
|
|
|
1991
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$77.7K
|
–
|
–
|
–
|
|
|
1992
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$77.7K
|
–
|
–
|
–
|
|
|
1993
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$77.3K
|
–
|
–
|
–
|
|
|
1994
|
LGT Financial Advisors
Dallas,
Texas
|
$76.9K
|
+$680
|
+6
|
+0.8%
|
|
|
1995
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$73.5K
|
-$21.5K
|
-190
|
-22%
|
|
|
1996
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$72.7K
|
–
|
–
|
–
|
|
|
1997
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$71.9K
|
–
|
–
|
–
|
|
|
1998
|
Canopy Partners
Cincinnati,
Ohio
|
$71.1K
|
+$4.3K
|
+38
|
+6%
|
|
|
1999
|
Abound Wealth Management
Franklin,
Tennessee
|
$70.5K
|
-$7.93K
|
-70
|
-10%
|
|
|
2000
|
Perkins Coie Trust Company
Seattle,
Washington
|
$69.9K
|
–
|
–
|
–
|
|
