|
1976
|
Voleon Capital Management
Berkeley,
California
|
$401K
|
-$3.87M
|
-153,602
|
-91%
|
|
|
1977
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$401K
|
+$69.8K
|
+2,768
|
+21%
|
|
|
1978
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$400K
|
-$47K
|
-1,865
|
-10%
|
|
|
1979
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$400K
|
-$451K
|
-17,887
|
-53%
|
|
|
1980
|
Novem Group
Rochester,
New York
|
$400K
|
+$18K
|
+712
|
+5%
|
|
|
1981
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
$400K
|
+$60.5K
|
+2,400
|
+18%
|
|
|
1982
|
Blue Fin Capital
Warren,
Rhode Island
|
$399K
|
-$24.4K
|
-967
|
-6%
|
|
|
1983
|
Third View Private Wealth
Westport,
Connecticut
|
$399K
|
+$404K
|
+16,009
|
New
|
|
|
1984
|
Sciencast Management
Princeton,
New Jersey
|
$398K
|
+$403K
|
+16,000
|
New
|
|
|
1985
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$398K
|
-$12.6K
|
-500
|
-3%
|
|
|
1986
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$396K
|
+$401K
|
+15,919
|
New
|
|
|
1987
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$396K
|
+$2.45K
|
+97
|
+0.6%
|
|
|
1988
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$396K
|
-$110K
|
-4,375
|
-22%
|
|
|
1989
|
Lawood & Co
Williamsport,
Pennsylvania
|
$396K
|
+$401K
|
+15,907
|
New
|
|
|
1990
|
TI-Trust
Quincy,
Illinois
|
$396K
|
–
|
–
|
–
|
|
|
1991
|
Bath Savings Trust
Bath,
Maine
|
$396K
|
+$33.7K
|
+1,336
|
+9%
|
|
|
1992
|
Bridgewealth Advisory Group
Fresno,
California
|
$396K
|
-$1.21K
|
-48
|
-0.3%
|
|
|
1993
|
L & S Advisors
Los Angeles,
California
|
$395K
|
+$400K
|
+15,879
|
New
|
|
|
1994
|
TCI Wealth Advisors
Tucson,
Arizona
|
$395K
|
-$857
|
-34
|
-0.2%
|
|
|
1995
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$395K
|
+$29.5K
|
+1,168
|
+8%
|
|
|
1996
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$395K
|
-$25K
|
-990
|
-6%
|
|
|
1997
|
Investment Research Partners
Lemont,
Pennsylvania
|
$395K
|
+$54.8K
|
+2,174
|
+16%
|
|
|
1998
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$395K
|
+$50.4K
|
+2,000
|
+15%
|
|
|
1999
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$395K
|
-$12.5K
|
-495
|
-3%
|
|
|
2000
|
Trillium Asset Management
Boston,
Massachusetts
|
$393K
|
–
|
–
|
–
|
|
