|
1976
|
Buckhead Capital Management
Atlanta,
Georgia
|
$201K
|
+$179K
|
+1,000
|
New
|
|
|
1977
|
Tenret Company
Tampa,
Florida
|
$201K
|
+$179K
|
+1,000
|
New
|
|
|
1978
|
Prospect Financial Services
Melville,
New York
|
$201K
|
+$179K
|
+1,000
|
New
|
|
|
1979
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$201K
|
-$134K
|
-749
|
-43%
|
|
|
1980
|
Main Street Group
Glen Allen,
Virginia
|
$200K
|
+$179K
|
+997
|
New
|
|
|
1981
|
First Community Trust
Dubuque,
Iowa
|
$199K
|
+$15K
|
+84
|
+9%
|
|
|
1982
|
West Branch Capital
Amherst,
Massachusetts
|
$191K
|
-$16.8K
|
-94
|
-9%
|
|
|
1983
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$186K
|
–
|
–
|
–
|
|
|
1984
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$185K
|
–
|
–
|
–
|
|
|
1985
|
ORG Partners
Roanoke,
Indiana
|
$185K
|
+$54.8K
|
+306
|
+50%
|
|
|
1986
|
Friedenthal Financial
Marlton,
New Jersey
|
$185K
|
+$165K
|
+920
|
New
|
|
|
1987
|
Stephens Consulting
Flint,
Michigan
|
$180K
|
-$4.3K
|
-24
|
-3%
|
|
|
1988
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$176K
|
+$155K
|
+866
|
+8,660%
|
|
|
1989
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$175K
|
–
|
–
|
–
|
|
|
1990
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$172K
|
+$55.5K
|
+310
|
+56%
|
|
|
1991
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$171K
|
-$213K
|
-1,189
|
-58%
|
|
|
1992
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$168K
|
–
|
–
|
–
|
|
|
1993
|
Schroder Investment Management Group
London,
United Kingdom
|
$167K
|
-$4.79M
|
-26,753
|
-97%
|
|
|
1994
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$166K
|
+$84K
|
+469
|
+131%
|
|
|
1995
|
Financial Connections Group
Corte Madera,
California
|
$161K
|
+$145K
|
+807
|
New
|
|
|
1996
|
Trivant Custom Portfolio Group
San Diego,
California
|
$161K
|
+$143K
|
+800
|
New
|
|
|
1997
|
Macroview Investment Management
Bethesda,
Maryland
|
$157K
|
+$100K
|
+560
|
+252%
|
|
|
1998
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$151K
|
-$66.3K
|
-370
|
-33%
|
|
|
1999
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$151K
|
–
|
–
|
–
|
|
|
2000
|
BFSG LLC
Irvine,
California
|
$151K
|
+$134K
|
+750
|
New
|
|
