|
1976
|
Washington Trust Bank
Spokane,
Washington
|
$317K
|
–
|
–
|
–
|
|
|
1977
|
Chemung Canal Trust
Elmira,
New York
|
$316K
|
–
|
–
|
–
|
|
|
1978
|
American Money Management
Rancho Santa Fe,
California
|
$314K
|
-$48.8K
|
-165
|
-14%
|
|
|
1979
|
Columbus Macro
New Castle,
Pennsylvania
|
$314K
|
–
|
–
|
–
|
|
|
1980
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$312K
|
+$295
|
+1
|
+0.1%
|
|
|
1981
|
Boltwood Capital Management
Walnut Creek,
California
|
$310K
|
-$4.43K
|
-15
|
-1%
|
|
|
1982
|
Penn Davis McFarland
Dallas,
Texas
|
$310K
|
+$308K
|
+1,044
|
New
|
|
|
1983
|
Ategra Capital Management
Vienna,
Virginia
|
$310K
|
–
|
–
|
–
|
|
|
1984
|
Trillium Asset Management
Boston,
Massachusetts
|
$309K
|
-$2.26M
|
-7,634
|
-88%
|
|
|
1985
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$307K
|
+$176K
|
+594
|
+135%
|
|
|
1986
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$304K
|
-$43.1K
|
-146
|
-12%
|
|
|
1987
|
Capital Advantage
Walnut Creek,
California
|
$304K
|
+$303K
|
+1,026
|
New
|
|
|
1988
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$303K
|
–
|
–
|
–
|
|
|
1989
|
Tanglewood Wealth Management
Houston,
Texas
|
$302K
|
–
|
–
|
–
|
|
|
1990
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$300K
|
+$90.4K
|
+306
|
+43%
|
|
|
1991
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$299K
|
-$13.3K
|
-45
|
-4%
|
|
|
1992
|
Nomura Asset Management
Tokyo,
Japan
|
$297K
|
–
|
–
|
–
|
|
|
1993
|
DeDora Capital
Napa,
California
|
$297K
|
+$29.5K
|
+100
|
+11%
|
|
|
1994
|
Compass Capital Management
Minneapolis,
Minnesota
|
$297K
|
+$295K
|
+1,000
|
New
|
|
|
1995
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$297K
|
+$295K
|
+1,000
|
New
|
|
|
1996
|
Acima Private Wealth
Richmond,
Virginia
|
$296K
|
–
|
–
|
–
|
|
|
1997
|
Pure Financial Advisors
San Diego,
California
|
$296K
|
–
|
–
|
–
|
|
|
1998
|
QCM Cayman
Houston,
Texas
|
$296K
|
+$294K
|
+996
|
New
|
|
|
1999
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$295K
|
-$591
|
-2
|
-0.2%
|
|
|
2000
|
Gables Capital Management
Miami,
Florida
|
$293K
|
-$73.9K
|
-250
|
-20%
|
|
