|
1976
|
Bath Savings Trust
Bath,
Maine
|
$1.13M
|
-$35.5K
|
-361
|
-3%
|
|
|
1977
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.13M
|
+$150K
|
+1,524
|
+15%
|
|
|
1978
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$1.12M
|
-$31.6K
|
-322
|
-3%
|
|
|
1979
|
Kemper Corp Master Retirement Trust
Chicago,
Illinois
|
$1.12M
|
-$1.58M
|
-16,050
|
-58%
|
|
|
1980
|
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
|
$1.12M
|
+$6.68K
|
+68
|
+0.6%
|
|
|
1981
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.12M
|
+$54.1K
|
+551
|
+5%
|
|
|
1982
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.11M
|
-$22.7K
|
-231
|
-2%
|
|
|
1983
|
Lucas Capital Management
Red Bank,
New Jersey
|
$1.11M
|
+$9.82K
|
+100
|
+0.9%
|
|
|
1984
|
True North Advisors
Dallas,
Texas
|
$1.11M
|
-$2.54M
|
-25,825
|
-69%
|
|
|
1985
|
Breiter Capital Management
Bradenton,
Florida
|
$1.11M
|
+$20.1K
|
+205
|
+2%
|
|
|
1986
|
|
$1.11M
|
+$179K
|
+1,825
|
+20%
|
|
|
1987
|
Keystone Financial Planning
Cleveland,
Ohio
|
$1.1M
|
+$83.9K
|
+854
|
+8%
|
|
|
1988
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.1M
|
+$300K
|
+3,052
|
+39%
|
|
|
1989
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$1.1M
|
-$4.91K
|
-50
|
-0.4%
|
|
|
1990
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$1.1M
|
-$2.95K
|
-30
|
-0.3%
|
|
|
1991
|
Liberty One Investment Management
Libertyville,
Illinois
|
$1.09M
|
+$76.1K
|
+775
|
+7%
|
|
|
1992
|
VanEck Associates
New York
|
$1.09M
|
-$3.5M
|
-35,628
|
-76%
|
|
|
1993
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$1.09M
|
-$316K
|
-3,216
|
-21%
|
|
|
1994
|
Ford Financial Group
Fresno,
California
|
$1.08M
|
-$476K
|
-4,843
|
-30%
|
|
|
1995
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$1.08M
|
–
|
–
|
–
|
|
|
1996
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$1.08M
|
+$589
|
+6
|
+0.1%
|
|
|
1997
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$1.08M
|
+$143K
|
+1,460
|
+15%
|
|
|
1998
|
Ranch Capital Advisors
Sarasota,
Florida
|
$1.08M
|
-$5.3K
|
-54
|
-0.5%
|
|
|
1999
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.08M
|
+$75.3K
|
+767
|
+7%
|
|
|
2000
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$1.07M
|
+$13.7K
|
+139
|
+1%
|
|
