|
1976
|
AMI Investment Management
Kendallville,
Indiana
|
$275K
|
–
|
–
|
–
|
|
|
1977
|
TriaGen Wealth Management
Calabasas,
California
|
$274K
|
-$5.39K
|
-29
|
-2%
|
|
|
1978
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$273K
|
+$4.09K
|
+22
|
+2%
|
|
|
1979
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$273K
|
+$259K
|
+1,397
|
New
|
|
|
1980
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$273K
|
+$259K
|
+1,396
|
New
|
|
|
1981
|
Fiduciary Planning
Englewood,
Florida
|
$273K
|
–
|
–
|
–
|
|
|
1982
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$273K
|
–
|
–
|
–
|
|
|
1983
|
Angeles Wealth Management
Santa Monica,
California
|
$272K
|
+$186
|
+1
|
+0.1%
|
|
|
1984
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$271K
|
-$31.6K
|
-170
|
-11%
|
|
|
1985
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$271K
|
+$12.4K
|
+67
|
+5%
|
|
|
1986
|
PEAK6 Investments
Chicago,
Illinois
|
$271K
|
-$140K
|
-756
|
-35%
|
|
|
1987
|
SSI Investment Management
Los Angeles,
California
|
$270K
|
-$36K
|
-194
|
-12%
|
|
|
1988
|
XTX Topco
George Town,
Cayman Islands
|
$270K
|
+$256K
|
+1,381
|
New
|
|
|
1989
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$270K
|
–
|
–
|
–
|
|
|
1990
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$269K
|
-$32.5K
|
-175
|
-11%
|
|
|
1991
|
Atwood & Palmer
Kansas City,
Missouri
|
$269K
|
+$1.3K
|
+7
|
+0.5%
|
|
|
1992
|
Carr Financial Group
Worcester,
Massachusetts
|
$269K
|
-$4.83K
|
-26
|
-2%
|
|
|
1993
|
Arlington Partners
Birmingham,
Alabama
|
$269K
|
+$88.4K
|
+476
|
+53%
|
|
|
1994
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$268K
|
–
|
–
|
–
|
|
|
1995
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$268K
|
-$9.66K
|
-52
|
-4%
|
|
|
1996
|
Orion Capital Management
Coronado,
California
|
$267K
|
+$1.11K
|
+6
|
+0.4%
|
|
|
1997
|
D. Scott Neal
Lexington,
Kentucky
|
$267K
|
–
|
–
|
–
|
|
|
1998
|
Vectors Research Management
New York
|
$266K
|
+$6.87K
|
+37
|
+3%
|
|
|
1999
|
PFG Private Wealth Management
Lutz,
Florida
|
$266K
|
-$14.5K
|
-78
|
-5%
|
|
|
2000
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$266K
|
-$312K
|
-1,678
|
-55%
|
|
