|
1976
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$54K
|
–
|
–
|
–
|
|
|
1977
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$54K
|
–
|
–
|
–
|
|
|
1978
|
St. Johns Investment Management
Jacksonville,
Florida
|
$54K
|
+$55.2K
|
+150
|
New
|
|
|
1979
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$52K
|
–
|
–
|
–
|
|
|
1980
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$49K
|
–
|
–
|
–
|
|
|
1981
|
Annapolis Financial Services
Annapolis,
Maryland
|
$47K
|
–
|
–
|
–
|
|
|
1982
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$41K
|
-$87.3K
|
-237
|
-68%
|
|
|
1983
|
Pin Oak Investment Advisors
Houston,
Texas
|
$39K
|
–
|
–
|
–
|
|
|
1984
|
Riverview Trust Company
Vancouver,
Washington
|
$39K
|
–
|
–
|
–
|
|
|
1985
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$38K
|
+$39K
|
+106
|
New
|
|
|
1986
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$37K
|
+$3.68K
|
+10
|
+11%
|
|
|
1987
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$36K
|
–
|
–
|
–
|
|
|
1988
|
Alaethes Wealth
Glenbrook,
Nevada
|
$36K
|
+$18.4K
|
+50
|
+100%
|
|
|
1989
|
Janiczek Wealth Management
Denver,
Colorado
|
$36K
|
+$36.8K
|
+100
|
New
|
|
|
1990
|
Norway Savings Bank
Portland,
Maine
|
$35K
|
–
|
–
|
–
|
|
|
1991
|
West Branch Capital
Amherst,
Massachusetts
|
$35K
|
–
|
–
|
–
|
|
|
1992
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$33K
|
+$368
|
+1
|
+1%
|
|
|
1993
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$31.5K
|
–
|
–
|
–
|
|
|
1994
|
Investors Research Corp
Atlanta,
Georgia
|
$30K
|
+$2.95K
|
+8
|
+10%
|
|
|
1995
|
Halpern Financial
Ashburn,
Virginia
|
$29.4K
|
-$21.7K
|
-59
|
-42%
|
|
|
1996
|
RPG Investment Advisory
Pleasanton,
California
|
$29K
|
-$1.1K
|
-3
|
-4%
|
|
|
1997
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$25K
|
-$184K
|
-500
|
-88%
|
|
|
1998
|
Howe & Rusling
Rochester,
New York
|
$25K
|
+$16.9K
|
+46
|
+200%
|
|
|
1999
|
CKW Financial Group
Honolulu,
Hawaii
|
$24K
|
–
|
–
|
–
|
|
|
2000
|
Hoese & Co
Glencoe,
Minnesota
|
$24K
|
+$24.3K
|
+66
|
New
|
|
