|
1976
|
Chatham Capital Group
Savannah,
Georgia
|
$305K
|
–
|
–
|
–
|
|
|
1977
|
Aveo Capital Partners
Englewood,
Colorado
|
$304K
|
-$11.9K
|
-19
|
-4%
|
|
|
1978
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$304K
|
–
|
–
|
–
|
|
|
1979
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$303K
|
–
|
–
|
–
|
|
|
1980
|
Matthew Hamilton Rosenberg
|
$303K
|
+$105K
|
+168
|
+59%
|
|
|
1981
|
Valmark Advisers
Akron,
Ohio
|
$301K
|
-$20K
|
-32
|
-7%
|
|
|
1982
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$300K
|
–
|
–
|
–
|
|
|
1983
|
Sentinel Trust
Houston,
Texas
|
$300K
|
+$280K
|
+449
|
New
|
|
|
1984
|
Peak Financial Advisors
Denver,
Colorado
|
$299K
|
–
|
–
|
–
|
|
|
1985
|
Fosun International
Hong Kong,
China
|
$298K
|
–
|
–
|
–
|
|
|
1986
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$298K
|
+$187K
|
+300
|
+205%
|
|
|
1987
|
Eagle Bay Advisors
New York
|
$297K
|
-$43.1K
|
-69
|
-13%
|
|
|
1988
|
Yorktown Management & Research Company
Forest,
Virginia
|
$296K
|
-$29.3K
|
-47
|
-10%
|
|
|
1989
|
Riverview Trust Company
Vancouver,
Washington
|
$296K
|
–
|
–
|
–
|
|
|
1990
|
Liberty One Investment Management
Libertyville,
Illinois
|
$296K
|
+$277K
|
+444
|
New
|
|
|
1991
|
Viridian RIA
Bothell,
Washington
|
$296K
|
+$277K
|
+444
|
New
|
|
|
1992
|
FWG Holdings
Winter Park,
Florida
|
$296K
|
+$313K
|
+501
|
New
|
|
|
1993
|
Stockman Wealth Management
Billings,
Montana
|
$294K
|
-$7.49K
|
-12
|
-3%
|
|
|
1994
|
Asahi Life Asset Management
Tokyo,
Japan
|
$294K
|
–
|
–
|
–
|
|
|
1995
|
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
|
$293K
|
–
|
–
|
–
|
|
|
1996
|
Dearborn Partners
Chicago,
Illinois
|
$293K
|
–
|
–
|
–
|
|
|
1997
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$292K
|
–
|
–
|
–
|
|
|
1998
|
Horan Securities
Cincinnati,
United States
|
$292K
|
+$273K
|
+437
|
New
|
|
|
1999
|
Veery Capital
Wilmington,
Delaware
|
$290K
|
–
|
–
|
–
|
|
|
2000
|
Alesco Advisors
Pittsford,
New York
|
$289K
|
-$31.2K
|
-50
|
-10%
|
|
