|
1976
|
Code Waechter
Tampa,
Florida
|
$295K
|
-$10.6K
|
-84
|
-3%
|
|
|
1977
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$294K
|
-$44.8K
|
-355
|
-13%
|
|
|
1978
|
Compass Capital Corp
Braintree,
Massachusetts
|
$293K
|
+$308K
|
+2,438
|
New
|
|
|
1979
|
Tranquility Partners
Brentwood,
Tennessee
|
$293K
|
+$631
|
+5
|
+0.2%
|
|
|
1980
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$293K
|
+$17K
|
+135
|
+6%
|
|
|
1981
|
SimplyRich
Carlsbad,
California
|
$292K
|
–
|
–
|
–
|
|
|
1982
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$292K
|
-$12.4K
|
-98
|
-4%
|
|
|
1983
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$291K
|
+$757
|
+6
|
+0.2%
|
|
|
1984
|
Financial Engines Advisors
Santa Clara,
California
|
$291K
|
-$60.9K
|
-483
|
-17%
|
|
|
1985
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$291K
|
+$3.28K
|
+26
|
+1%
|
|
|
1986
|
SNS Financial Group
Minneapolis,
Minnesota
|
$291K
|
+$1.51K
|
+12
|
+0.5%
|
|
|
1987
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$290K
|
+$378
|
+3
|
+0.1%
|
|
|
1988
|
Serenus Wealth Advisors
Santa Monica,
California
|
$289K
|
+$303K
|
+2,405
|
New
|
|
|
1989
|
AdvisorShares Investments
Bethesda,
Maryland
|
$289K
|
+$303K
|
+2,400
|
New
|
|
|
1990
|
iSAM Funds (UK)
London,
United Kingdom
|
$289K
|
-$86.9K
|
-689
|
-22%
|
|
|
1991
|
Integral Investment Advisors
Turlock,
California
|
$288K
|
–
|
–
|
–
|
|
|
1992
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$288K
|
–
|
–
|
–
|
|
|
1993
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$288K
|
-$4.42K
|
-35
|
-1%
|
|
|
1994
|
M. Kraus & Co
Shelburne,
Vermont
|
$288K
|
-$15.8K
|
-125
|
-5%
|
|
|
1995
|
Alaska Permanent Fund
Juneau,
Alaska
|
$288K
|
–
|
–
|
–
|
|
|
1996
|
Lodestar Private Asset Management
Alamo,
California
|
$288K
|
–
|
–
|
–
|
|
|
1997
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$287K
|
+$301K
|
+2,387
|
New
|
|
|
1998
|
Sovran Advisors
San Diego,
California
|
$287K
|
+$305K
|
+2,419
|
New
|
|
|
1999
|
Eagle Bay Advisors
New York
|
$287K
|
-$20.6K
|
-163
|
-6%
|
|
|
2000
|
Summit Asset Management
Memphis,
Tennessee
|
$286K
|
+$252
|
+2
|
+0.1%
|
|
