|
1976
|
White Pine Investment Company
Livonia,
Michigan
|
$217K
|
–
|
–
|
–
|
|
|
1977
|
Towerpoint Wealth
Sacramento,
California
|
$217K
|
-$12.2K
|
-34
|
-5%
|
|
|
1978
|
Sunbelt Securities
Houston,
Texas
|
$217K
|
+$86.5K
|
+241
|
+58%
|
|
|
1979
|
Telos Capital Management
San Diego,
California
|
$216K
|
–
|
–
|
–
|
|
|
1980
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$215K
|
–
|
–
|
–
|
|
|
1981
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$215K
|
+$35.9K
|
+100
|
+18%
|
|
|
1982
|
True Blue Financial
Stevensville,
Michigan
|
$215K
|
+$3.23K
|
+9
|
+1%
|
|
|
1983
|
Evergreen Wealth Partners
Kalispell,
Montana
|
$215K
|
-$34.1K
|
-95
|
-13%
|
|
|
1984
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$215K
|
+$234K
|
+653
|
New
|
|
|
1985
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$215K
|
-$21.5K
|
-60
|
-8%
|
|
|
1986
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$214K
|
+$6.1K
|
+17
|
+3%
|
|
|
1987
|
Tobias Financial Advisors
Plantation,
Florida
|
$214K
|
-$5.38K
|
-15
|
-2%
|
|
|
1988
|
Alerus Financial
Grand Forks,
North Dakota
|
$213K
|
–
|
–
|
–
|
|
|
1989
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$213K
|
+$233K
|
+648
|
New
|
|
|
1990
|
VisionPoint Advisory Group
Dallas,
Texas
|
$212K
|
-$15.4K
|
-43
|
-6%
|
|
|
1991
|
Readystate Asset Management
Chicago,
Illinois
|
$212K
|
+$232K
|
+646
|
New
|
|
|
1992
|
London & Capital Asset Management
London,
United Kingdom
|
$212K
|
-$56.7K
|
-158
|
-20%
|
|
|
1993
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$211K
|
–
|
–
|
–
|
|
|
1994
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$211K
|
+$230K
|
+641
|
New
|
|
|
1995
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$211K
|
+$230K
|
+641
|
New
|
|
|
1996
|
Clark Asset Management
Stratham,
New Hampshire
|
$210K
|
+$2.15K
|
+6
|
+0.9%
|
|
|
1997
|
Warwick Investment Management
Bryan,
Texas
|
$210K
|
+$230K
|
+640
|
New
|
|
|
1998
|
Oxford Asset Management
Oxford,
United Kingdom
|
$209K
|
-$934K
|
-2,602
|
-80%
|
|
|
1999
|
Malaga Cove Capital
Pv Estates,
California
|
$209K
|
-$13.6K
|
-38
|
-6%
|
|
|
2000
|
German American Bancorp
Jasper,
Indiana
|
$209K
|
-$35.9K
|
-100
|
-14%
|
|
