|
1976
|
Stance Capital
Boston,
Massachusetts
|
$1.41M
|
+$87.8K
|
+157
|
+7%
|
|
|
1977
|
Tectonic Advisors
Frisco,
Texas
|
$1.41M
|
+$56.5K
|
+101
|
+4%
|
|
|
1978
|
Legal Advantage Investments
Los Altos Hills,
California
|
$1.41M
|
-$1.12K
|
-2
|
-0.1%
|
|
|
1979
|
Seven Mile Advisory
Ewing,
New Jersey
|
$1.41M
|
-$628K
|
-1,123
|
-31%
|
|
|
1980
|
Crux Wealth Advisors
Long Beach,
California
|
$1.41M
|
-$39.1K
|
-70
|
-3%
|
|
|
1981
|
Asset One Wealth Management
Bellevue,
Washington
|
$1.4M
|
+$1.41M
|
+2,527
|
New
|
|
|
1982
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.4M
|
-$13.4K
|
-24
|
-1%
|
|
|
1983
|
Spirit of America Management Corp
Syosset,
New York
|
$1.4M
|
–
|
–
|
–
|
|
|
1984
|
Bingham Private Wealth
San Francisco,
California
|
$1.4M
|
+$1.37M
|
+2,449
|
New
|
|
|
1985
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.4M
|
-$49.8K
|
-89
|
-4%
|
|
|
1986
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.39M
|
+$240K
|
+429
|
+21%
|
|
|
1987
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$1.39M
|
+$957K
|
+1,712
|
+235%
|
|
|
1988
|
Richardson Financial Services
Medway,
Massachusetts
|
$1.39M
|
+$19.6K
|
+35
|
+1%
|
|
|
1989
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.39M
|
-$62.1K
|
-111
|
-4%
|
|
|
1990
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$1.39M
|
–
|
–
|
–
|
|
|
1991
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$1.39M
|
+$120K
|
+215
|
+10%
|
|
|
1992
|
Quadcap Wealth Management
Frisco,
Texas
|
$1.39M
|
-$47K
|
-84
|
-3%
|
|
|
1993
|
Oak Family Advisors
Chicago,
Illinois
|
$1.39M
|
-$5.59K
|
-10
|
-0.4%
|
|
|
1994
|
Doliver Advisors
Houston,
Texas
|
$1.38M
|
-$47.5K
|
-85
|
-3%
|
|
|
1995
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.38M
|
+$17.9K
|
+32
|
+1%
|
|
|
1996
|
Riverpark Capital Management
New York
|
$1.38M
|
-$76.6K
|
-137
|
-5%
|
|
|
1997
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.38M
|
+$5.59K
|
+10
|
+0.4%
|
|
|
1998
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$1.37M
|
-$5.59K
|
-10
|
-0.4%
|
|
|
1999
|
OneFund LLC
Saint Petersburg,
Florida
|
$1.37M
|
+$64.3K
|
+115
|
+5%
|
|
|
2000
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.37M
|
-$118K
|
-211
|
-8%
|
|
