|
1976
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$422K
|
+$5.82K
|
+51
|
+1%
|
|
|
1977
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$420K
|
+$14.5K
|
+127
|
+4%
|
|
|
1978
|
Boston Partners
Boston,
Massachusetts
|
$419K
|
-$88.7K
|
-778
|
-18%
|
|
|
1979
|
Westside Investment Management
Santa Monica,
California
|
$419K
|
-$3.42K
|
-30
|
-0.8%
|
|
|
1980
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$418K
|
–
|
–
|
–
|
|
|
1981
|
American National Bank & Trust
Wichita Falls,
Texas
|
$418K
|
-$142K
|
-1,243
|
-26%
|
|
|
1982
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$418K
|
-$4.79K
|
-42
|
-1%
|
|
|
1983
|
Alpha Family Trust
Los Angeles,
California
|
$417K
|
–
|
–
|
–
|
|
|
1984
|
MKT Advisors
Escondido,
California
|
$414K
|
-$17.7K
|
-155
|
-4%
|
|
|
1985
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$414K
|
+$390K
|
+3,418
|
New
|
|
|
1986
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$413K
|
+$143K
|
+1,256
|
+58%
|
|
|
1987
|
Heritage Investment Group
Pompano Beach,
Florida
|
$413K
|
–
|
–
|
–
|
|
|
1988
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$412K
|
+$114
|
+1
|
+0%
|
|
|
1989
|
AllSquare Wealth Management
Albany,
New York
|
$412K
|
–
|
–
|
–
|
|
|
1990
|
DF Dent & Co
Baltimore,
Maryland
|
$412K
|
–
|
–
|
–
|
|
|
1991
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$412K
|
-$194K
|
-1,703
|
-33%
|
|
|
1992
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$412K
|
-$97.1K
|
-851
|
-20%
|
|
|
1993
|
Leelyn Smith
Geneva,
Illinois
|
$411K
|
+$228
|
+2
|
+0.1%
|
|
|
1994
|
Quantum Financial Advisors
El Segundo,
California
|
$407K
|
+$137K
|
+1,200
|
+55%
|
|
|
1995
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$407K
|
+$70K
|
+614
|
+22%
|
|
|
1996
|
Peregrine Asset Advisers
Portland,
Oregon
|
$407K
|
–
|
–
|
–
|
|
|
1997
|
Quantbot Technologies
New York
|
$405K
|
+$381K
|
+3,344
|
New
|
|
|
1998
|
World Equity Group
Schaumburg,
Illinois
|
$405K
|
-$924K
|
-8,103
|
-71%
|
|
|
1999
|
Schulhoff & Co
Cincinnati,
Ohio
|
$404K
|
–
|
–
|
–
|
|
|
2000
|
Mattern Capital Management
Lakewood,
Colorado
|
$404K
|
-$63.5K
|
-557
|
-14%
|
|
