|
1976
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$475K
|
–
|
–
|
–
|
|
|
1977
|
SG3 Management
Dorado,
Puerto Rico
|
$475K
|
+$335K
|
+900
|
+225%
|
|
|
1978
|
Camelot Portfolios
Maumee,
Ohio
|
$472K
|
-$26.8K
|
-72
|
-5%
|
|
|
1979
|
Northwest Bancshares
Warren,
Pennsylvania
|
$472K
|
–
|
–
|
–
|
|
|
1980
|
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
|
$470K
|
-$383K
|
-1,031
|
-45%
|
|
|
1981
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$467K
|
-$26.4K
|
-71
|
-5%
|
|
|
1982
|
HBW Advisory Services
Simi Valley,
California
|
$466K
|
-$12.3K
|
-33
|
-3%
|
|
|
1983
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$466K
|
+$475K
|
+1,277
|
New
|
|
|
1984
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$465K
|
+$8.18K
|
+22
|
+2%
|
|
|
1985
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$463K
|
-$47.2K
|
-127
|
-9%
|
|
|
1986
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$462K
|
–
|
–
|
–
|
|
|
1987
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$461K
|
+$470K
|
+1,264
|
New
|
|
|
1988
|
Fullerton Fund Management
Singapore
|
$460K
|
-$187K
|
-504
|
-29%
|
|
|
1989
|
Insight Advisors
Newtown,
Pennsylvania
|
$459K
|
-$359K
|
-966
|
-44%
|
|
|
1990
|
Aristides Capital
Louisville,
Kentucky
|
$456K
|
–
|
–
|
–
|
|
|
1991
|
Lake Street Private Wealth
Chicago,
Illinois
|
$456K
|
–
|
–
|
–
|
|
|
1992
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$454K
|
–
|
–
|
–
|
|
|
1993
|
Crumly & Associates
Springfield,
Illinois
|
$454K
|
+$744
|
+2
|
+0.2%
|
|
|
1994
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$453K
|
+$20.4K
|
+55
|
+5%
|
|
|
1995
|
Jones Financial Companies
Des Peres,
Missouri
|
$452K
|
-$91.5K
|
-246
|
-17%
|
|
|
1996
|
Southport Capital Management
Chattanooga,
Tennessee
|
$452K
|
+$45.4K
|
+122
|
+11%
|
|
|
1997
|
Park National Corp
Newark,
Ohio
|
$450K
|
-$31.6K
|
-85
|
-6%
|
|
|
1998
|
Summit Asset Management
Memphis,
Tennessee
|
$450K
|
+$10K
|
+27
|
+2%
|
|
|
1999
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$449K
|
-$1.49K
|
-4
|
-0.3%
|
|
|
2000
|
Aries Wealth Management
Portland,
Maine
|
$448K
|
–
|
–
|
–
|
|
