|
1976
|
WestHill Financial Advisors
San Rafael,
California
|
$460K
|
–
|
–
|
–
|
|
|
1977
|
Moseley Investment Management
Bradenton,
Florida
|
$459K
|
–
|
–
|
–
|
|
|
1978
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$458K
|
+$70K
|
+208
|
+20%
|
|
|
1979
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$454K
|
-$5.39K
|
-16
|
-1%
|
|
|
1980
|
Sutton Wealth Advisors
Tampa,
Florida
|
$451K
|
–
|
–
|
–
|
|
|
1981
|
InTrack Investment Management
South Burlington,
Vermont
|
$451K
|
-$10.1K
|
-30
|
-2%
|
|
|
1982
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$450K
|
-$4.04K
|
-12
|
-1%
|
|
|
1983
|
McLean Asset Management
Tysons,
Virginia
|
$450K
|
–
|
–
|
–
|
|
|
1984
|
JGP Wealth Management
Bend,
Oregon
|
$449K
|
-$19.2K
|
-57
|
-4%
|
|
|
1985
|
Wealth Alliance
Mellville,
New York
|
$449K
|
-$17.5K
|
-52
|
-4%
|
|
|
1986
|
Overbrook Management Corp
New York
|
$447K
|
-$75.4K
|
-224
|
-16%
|
|
|
1987
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$447K
|
+$26.3K
|
+78
|
+7%
|
|
|
1988
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$447K
|
-$11.1K
|
-33
|
-3%
|
|
|
1989
|
Seven Mile Advisory
Ewing,
New Jersey
|
$447K
|
+$407K
|
+1,210
|
New
|
|
|
1990
|
Hudson Value Partners
Palm Beach,
Florida
|
$447K
|
+$148K
|
+440
|
+57%
|
|
|
1991
|
Iconiq Capital
San Francisco,
California
|
$445K
|
+$673
|
+2
|
+0.2%
|
|
|
1992
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$443K
|
-$11.4K
|
-34
|
-3%
|
|
|
1993
|
Versant Capital Management
Phoenix,
Arizona
|
$443K
|
-$179K
|
-533
|
-31%
|
|
|
1994
|
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$443K
|
+$25.2K
|
+75
|
+7%
|
|
|
1995
|
GEM Asset Management
Plymouth,
Michigan
|
$441K
|
+$18.9K
|
+56
|
+5%
|
|
|
1996
|
WPWealth
Fort Worth,
Texas
|
$441K
|
+$402K
|
+1,193
|
New
|
|
|
1997
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$440K
|
-$35.7K
|
-106
|
-8%
|
|
|
1998
|
Horizons Wealth Management
Asheville,
North Carolina
|
$440K
|
-$2.02K
|
-6
|
-0.5%
|
|
|
1999
|
Gibson Capital
Wexford,
Pennsylvania
|
$439K
|
-$48.5K
|
-144
|
-11%
|
|
|
2000
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$439K
|
+$1.01K
|
+3
|
+0.3%
|
|
