|
1976
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$80K
|
–
|
–
|
–
|
|
|
1977
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$79K
|
–
|
–
|
–
|
|
|
1978
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$78K
|
-$13.5K
|
-104
|
-15%
|
|
|
1979
|
Moser Wealth Advisors
Bellevue,
Washington
|
$77K
|
+$78.1K
|
+601
|
New
|
|
|
1980
|
Harvest Fund Management
Beijing,
China
|
$76K
|
-$72.3K
|
-556
|
-49%
|
|
|
1981
|
Salomon & Ludwin
Richmond,
Virginia
|
$76K
|
–
|
–
|
–
|
|
|
1982
|
CX Institutional
Auburn,
Indiana
|
$76K
|
+$13.8K
|
+106
|
+22%
|
|
|
1983
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
$74K
|
+$74.7K
|
+575
|
New
|
|
|
1984
|
RMR Wealth Builders
Montclair,
New Jersey
|
$74K
|
+$74.7K
|
+575
|
New
|
|
|
1985
|
Keebeck Wealth Management
Chicago,
Illinois
|
$74K
|
+$75.6K
|
+582
|
New
|
|
|
1986
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$73K
|
–
|
–
|
–
|
|
|
1987
|
Wealthcare Capital Management
Richmond,
Virginia
|
$73K
|
+$8.97K
|
+69
|
+14%
|
|
|
1988
|
Riverview Trust Company
Vancouver,
Washington
|
$72K
|
-$13.6K
|
-105
|
-16%
|
|
|
1989
|
Aspire Private Capital
Cornelius,
North Carolina
|
$72K
|
–
|
–
|
–
|
|
|
1990
|
S.A. Mason
Holland,
Michigan
|
$69K
|
+$70.1K
|
+539
|
New
|
|
|
1991
|
MilWealth Group
Milwaukee,
Wisconsin
|
$68.2K
|
–
|
–
|
–
|
|
|
1992
|
NWK Group
San Francisco,
California
|
$67K
|
+$68K
|
+523
|
New
|
|
|
1993
|
Anfield Capital Management
Irvine,
California
|
$65K
|
+$56.5K
|
+435
|
New
|
|
|
1994
|
Pacific Center for Financial Services
San Ramon,
California
|
$64K
|
-$10.1K
|
-78
|
-14%
|
|
|
1995
|
Bray Capital Advisors
Naples,
Florida
|
$63K
|
–
|
–
|
–
|
|
|
1996
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$63K
|
+$63.3K
|
+487
|
New
|
|
|
1997
|
Kelly Financial Services
Braintree,
Massachusetts
|
$62.8K
|
-$44.1K
|
-339
|
-41%
|
|
|
1998
|
|
$60K
|
+$61K
|
+469
|
New
|
|
|
1999
|
Old North State Trust
Greensboro,
North Carolina
|
$57K
|
-$15.7K
|
-121
|
-22%
|
|
|
2000
|
New Capital Management
Houston,
Texas
|
$56K
|
–
|
–
|
–
|
|
