|
1976
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
–
|
-$262K
|
-1,582
|
Closed
|
|
|
1977
|
S.R. Schill & Associates
Mercer Island,
Washington
|
–
|
-$262K
|
-1,581
|
Closed
|
|
|
1978
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
–
|
-$259K
|
-1,566
|
Closed
|
|
|
1979
|
Fulcrum Capital
Seattle,
Washington
|
–
|
-$257K
|
-1,554
|
Closed
|
|
|
1980
|
World Investment Advisors
Santa Barbara,
California
|
–
|
-$257K
|
-1,551
|
Closed
|
|
|
1981
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
–
|
-$256K
|
-1,547
|
Closed
|
|
|
1982
|
DDFG Inc
Thousand Oaks,
California
|
–
|
-$256K
|
-1,544
|
Closed
|
|
|
1983
|
Bellecapital
Zurich,
Switzerland
|
–
|
-$255K
|
-1,538
|
Closed
|
|
|
1984
|
Hudson Value Partners
Palm Beach,
Florida
|
–
|
-$252K
|
-1,524
|
Closed
|
|
|
1985
|
Allstate Corporation
Northbrook,
Illinois
|
–
|
-$252K
|
-1,523
|
Closed
|
|
|
1986
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
–
|
-$252K
|
-1,522
|
Closed
|
|
|
1987
|
Mason & Associates (California)
Los Angeles,
California
|
–
|
-$251K
|
-1,516
|
Closed
|
|
|
1988
|
Sweeney & Michel
Chico,
California
|
–
|
-$201K
|
-1,515
|
Closed
|
|
|
1989
|
PBMares Wealth Management
Williamsburg,
Virginia
|
–
|
-$251K
|
-1,513
|
Closed
|
|
|
1990
|
Biltmore Family Office
Charlotte,
North Carolina
|
–
|
-$249K
|
-1,502
|
Closed
|
|
|
1991
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
–
|
-$248K
|
-1,497
|
Closed
|
|
|
1992
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$247K
|
-1,489
|
Closed
|
|
|
1993
|
Somerset Group
Wayzata,
Minnesota
|
–
|
-$243K
|
-1,470
|
Closed
|
|
|
1994
|
Madison Wealth Management
Cincinnati,
Ohio
|
–
|
-$241K
|
-1,458
|
Closed
|
|
|
1995
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
–
|
-$241K
|
-1,456
|
Closed
|
|
|
1996
|
Pure Financial Advisors
San Diego,
California
|
–
|
-$241K
|
-1,455
|
Closed
|
|
|
1997
|
Five Oceans Advisors
Santa Monica,
California
|
–
|
-$240K
|
-1,452
|
Closed
|
|
|
1998
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
–
|
-$240K
|
-1,448
|
Closed
|
|
|
1999
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
–
|
-$239K
|
-1,441
|
Closed
|
|
|
2000
|
Boston Financial Management
Boston,
Massachusetts
|
–
|
-$238K
|
-1,439
|
Closed
|
|
