|
1976
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$515K
|
–
|
–
|
–
|
|
|
1977
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$515K
|
–
|
–
|
–
|
|
|
1978
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$515K
|
+$86.6K
|
+284
|
+17%
|
|
|
1979
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$514K
|
+$63.8K
|
+209
|
+12%
|
|
|
1980
|
Private Capital Advisors
Darien,
Connecticut
|
$514K
|
+$312K
|
+1,023
|
+105%
|
|
|
1981
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$513K
|
+$408K
|
+1,337
|
+204%
|
|
|
1982
|
Thomas Story & Son
Culver,
Indiana
|
$510K
|
–
|
–
|
–
|
|
|
1983
|
Fulcrum Capital
Seattle,
Washington
|
$509K
|
-$18.3K
|
-60
|
-3%
|
|
|
1984
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$506K
|
+$13.4K
|
+44
|
+2%
|
|
|
1985
|
Vantage Investment Partners
Kansas City,
Missouri
|
$504K
|
–
|
–
|
–
|
|
|
1986
|
Altavista Wealth Management
Asheville,
North Carolina
|
$502K
|
–
|
–
|
–
|
|
|
1987
|
Cordasco Financial Network
Naples,
Florida
|
$502K
|
–
|
–
|
–
|
|
|
1988
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$499K
|
–
|
–
|
–
|
|
|
1989
|
HYA Advisors
Springfield,
Missouri
|
$499K
|
+$305
|
+1
|
+0.1%
|
|
|
1990
|
Wealthsimple US
Brooklyn,
New York
|
$498K
|
+$1.83K
|
+6
|
+0.3%
|
|
|
1991
|
ERn Financial LLC
Middleton,
Wisconsin
|
$498K
|
+$59.8K
|
+196
|
+11%
|
|
|
1992
|
Harvest Fund Management
Beijing,
China
|
$497K
|
+$610K
|
+2,000
|
New
|
|
|
1993
|
|
$493K
|
-$53.4K
|
-175
|
-8%
|
|
|
1994
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$493K
|
+$108K
|
+354
|
+23%
|
|
|
1995
|
&Partners
Nashville,
Tennessee
|
$493K
|
+$149K
|
+490
|
+34%
|
|
|
1996
|
Brandes Investment Partners
La Jolla,
California
|
$493K
|
+$584K
|
+1,913
|
New
|
|
|
1997
|
London & Capital Asset Management
London,
United Kingdom
|
$492K
|
–
|
–
|
–
|
|
|
1998
|
PSI Advisors
Tampa,
Florida
|
$490K
|
+$175K
|
+575
|
+43%
|
|
|
1999
|
Caption Management
Oklahoma City,
Oklahoma
|
$490K
|
+$580K
|
+1,900
|
New
|
|
|
2000
|
Clean Yield Group
Norwich,
Vermont
|
$488K
|
+$45.8K
|
+150
|
+9%
|
|
