|
1976
|
Probity Advisors
Dallas,
Texas
|
$266K
|
+$10.7K
|
+79
|
+4%
|
|
|
1977
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$266K
|
+$24.2K
|
+178
|
+11%
|
|
|
1978
|
Summit Financial
Parsippany,
New Jersey
|
$266K
|
-$2.31K
|
-17
|
-0.8%
|
|
|
1979
|
MBB Public Markets
Chicago,
Illinois
|
$265K
|
-$941K
|
-6,926
|
-77%
|
|
|
1980
|
Donaldson Capital Management
Evansville,
Indiana
|
$265K
|
-$867K
|
-6,384
|
-75%
|
|
|
1981
|
Congress Asset Management
Boston,
Massachusetts
|
$265K
|
+$282K
|
+2,077
|
New
|
|
|
1982
|
Summit Asset Management
Memphis,
Tennessee
|
$264K
|
+$66.1K
|
+487
|
+31%
|
|
|
1983
|
Vigilant Capital Management
Portland,
Maine
|
$263K
|
+$7.47K
|
+55
|
+3%
|
|
|
1984
|
Field & Main Bank
Henderson,
Kentucky
|
$263K
|
+$63.8K
|
+470
|
+30%
|
|
|
1985
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$263K
|
+$70.2K
|
+517
|
+34%
|
|
|
1986
|
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
|
$262K
|
+$37.5K
|
+276
|
+16%
|
|
|
1987
|
MBA Advisors
Hermitage,
Pennsylvania
|
$262K
|
+$85.7K
|
+631
|
+44%
|
|
|
1988
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$261K
|
–
|
–
|
–
|
|
|
1989
|
Covestor
London,
United Kingdom
|
$261K
|
+$24K
|
+177
|
+9%
|
|
|
1990
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$260K
|
-$11.8K
|
-87
|
-4%
|
|
|
1991
|
Portland Global Advisors
Portland,
Maine
|
$259K
|
–
|
–
|
–
|
|
|
1992
|
Delta Accumulation LLC
Sausalito,
California
|
$259K
|
+$1.63K
|
+12
|
+0.6%
|
|
|
1993
|
First National Corp
Rockland,
Massachusetts
|
$256K
|
-$17.2K
|
-127
|
-6%
|
|
|
1994
|
Angeles Investment Advisors
Santa Monica,
California
|
$256K
|
–
|
–
|
–
|
|
|
1995
|
Impax Asset Management Group
London,
United Kingdom
|
$256K
|
–
|
–
|
–
|
|
|
1996
|
Park Circle Company
Baltimore,
Maryland
|
$256K
|
–
|
–
|
–
|
|
|
1997
|
Tompkins Financial
Ithaca,
New York
|
$255K
|
-$163K
|
-1,200
|
-38%
|
|
|
1998
|
Birinyi Associates
Westport,
Connecticut
|
$255K
|
–
|
–
|
–
|
|
|
1999
|
Mraz Amerine & Associates
Modesto,
California
|
$255K
|
–
|
–
|
–
|
|
|
2000
|
Opes Wealth Management
Menlo Park,
California
|
$255K
|
–
|
–
|
–
|
|
