|
1976
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$307K
|
+$336K
|
+2,004
|
New
|
|
|
1977
|
Angeles Investment Advisors
Santa Monica,
California
|
$306K
|
-$116K
|
-693
|
-26%
|
|
|
1978
|
Impax Asset Management Group
London,
United Kingdom
|
$306K
|
-$1.68K
|
-10
|
-0.5%
|
|
|
1979
|
Birinyi Associates
Westport,
Connecticut
|
$306K
|
–
|
–
|
–
|
|
|
1980
|
|
$306K
|
–
|
–
|
–
|
|
|
1981
|
Mraz Amerine & Associates
Modesto,
California
|
$306K
|
–
|
–
|
–
|
|
|
1982
|
Opes Wealth Management
Menlo Park,
California
|
$306K
|
–
|
–
|
–
|
|
|
1983
|
Park Circle Company
Baltimore,
Maryland
|
$306K
|
–
|
–
|
–
|
|
|
1984
|
Vigilant Capital Management
Portland,
Maine
|
$306K
|
–
|
–
|
–
|
|
|
1985
|
Permanens Capital
New York
|
$306K
|
+$67.1K
|
+400
|
+25%
|
|
|
1986
|
Syquant Capital SAS
Paris,
France
|
$306K
|
+$83.9K
|
+500
|
+33%
|
|
|
1987
|
|
$306K
|
+$335K
|
+2,000
|
New
|
|
|
1988
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$306K
|
–
|
–
|
–
|
|
|
1989
|
Columbia Trust
Portland,
Oregon
|
$305K
|
-$813K
|
-4,847
|
-69%
|
|
|
1990
|
Palumbo Wealth Management
Great Neck,
New York
|
$304K
|
-$61.1K
|
-364
|
-15%
|
|
|
1991
|
HBW Advisory Services
Simi Valley,
California
|
$304K
|
+$333K
|
+1,988
|
New
|
|
|
1992
|
Lockerman Financial Group
Newport Beach,
California
|
$303K
|
–
|
–
|
–
|
|
|
1993
|
Bollard Group
Boston,
Massachusetts
|
$301K
|
+$1.34K
|
+8
|
+0.4%
|
|
|
1994
|
Frisch Financial Group
Melville,
New York
|
$301K
|
+$26.5K
|
+158
|
+9%
|
|
|
1995
|
Westover Capital Advisors
Wilmington,
Delaware
|
$301K
|
+$330K
|
+1,968
|
New
|
|
|
1996
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$300K
|
+$335
|
+2
|
+0.1%
|
|
|
1997
|
Advisor Resource Council
Dallas,
Texas
|
$298K
|
-$990K
|
-5,904
|
-75%
|
|
|
1998
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$298K
|
–
|
–
|
–
|
|
|
1999
|
WC Walker & Associates
Fullerton,
California
|
$298K
|
–
|
–
|
–
|
|
|
2000
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$298K
|
+$14.8K
|
+88
|
+5%
|
|
