|
1976
|
Corton Capital
Carrying Place,
Ontario, Canada
|
$1.07M
|
+$423K
|
+2,549
|
+68%
|
|
|
1977
|
Integris Wealth Management
Monterey,
California
|
$1.06M
|
+$24.7K
|
+149
|
+2%
|
|
|
1978
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.06M
|
-$75.1K
|
-453
|
-7%
|
|
|
1979
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$1.06M
|
+$1.49K
|
+9
|
+0.1%
|
|
|
1980
|
|
$1.06M
|
+$1.04M
|
+6,258
|
New
|
|
|
1981
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.06M
|
-$32.2K
|
-194
|
-3%
|
|
|
1982
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$1.06M
|
-$29.9K
|
-180
|
-3%
|
|
|
1983
|
Davis Rea
Toronto,
Ontario, Canada
|
$1.06M
|
-$216K
|
-1,305
|
-17%
|
|
|
1984
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$1.06M
|
-$105K
|
-633
|
-9%
|
|
|
1985
|
Stiles Financial Services
Edina,
Minnesota
|
$1.06M
|
+$162K
|
+979
|
+19%
|
|
|
1986
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$1.06M
|
+$99.5K
|
+600
|
+11%
|
|
|
1987
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.05M
|
+$20.1K
|
+121
|
+2%
|
|
|
1988
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$1.05M
|
–
|
–
|
–
|
|
|
1989
|
Clearstead Trust
Portland,
Maine
|
$1.05M
|
+$332
|
+2
|
+0%
|
|
|
1990
|
Congress Asset Management
Boston,
Massachusetts
|
$1.05M
|
-$87.9M
|
-529,913
|
-99%
|
|
|
1991
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$1.05M
|
+$18.2K
|
+110
|
+2%
|
|
|
1992
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.05M
|
-$16.9K
|
-102
|
-2%
|
|
|
1993
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$1.05M
|
-$2.82K
|
-17
|
-0.3%
|
|
|
1994
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.05M
|
-$41K
|
-247
|
-4%
|
|
|
1995
|
Goepper Burkhardt
Greenville,
South Carolina
|
$1.05M
|
+$64.3K
|
+388
|
+7%
|
|
|
1996
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.04M
|
-$3.98K
|
-24
|
-0.4%
|
|
|
1997
|
Doheny Asset Management
Los Angeles,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
1998
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$1.04M
|
-$92.7K
|
-559
|
-8%
|
|
|
1999
|
Magnolia Capital Management
Cold Spring,
New York
|
$1.04M
|
–
|
–
|
–
|
|
|
2000
|
MBA Advisors
Hermitage,
Pennsylvania
|
$1.04M
|
+$829
|
+5
|
+0.1%
|
|
