|
1976
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$305K
|
-$4.24K
|
-8
|
-1%
|
|
|
1977
|
Pavion Blue Capital
Newport Beach,
California
|
$303K
|
–
|
–
|
–
|
|
|
1978
|
Congress Park Capital
Saratoga Springs,
New York
|
$303K
|
+$45K
|
+85
|
+18%
|
|
|
1979
|
Diker Management
New York
|
$303K
|
–
|
–
|
–
|
|
|
1980
|
Clifford Group
Wayland,
Massachusetts
|
$302K
|
+$291K
|
+549
|
New
|
|
|
1981
|
Formidable Asset Management
Cincinnati,
Ohio
|
$302K
|
–
|
–
|
–
|
|
|
1982
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$302K
|
-$28.6K
|
-54
|
-9%
|
|
|
1983
|
Private Portfolio Partners
Paramus,
New Jersey
|
$301K
|
–
|
–
|
–
|
|
|
1984
|
Lesa Sroufe & Co
Seattle,
Washington
|
$301K
|
–
|
–
|
–
|
|
|
1985
|
Sonora Investment Management Group
Tucson,
Arizona
|
$301K
|
+$24.9K
|
+47
|
+9%
|
|
|
1986
|
Portland Global Advisors
Portland,
Maine
|
$300K
|
–
|
–
|
–
|
|
|
1987
|
GFG Capital
Miami,
Florida
|
$300K
|
+$288K
|
+544
|
New
|
|
|
1988
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$298K
|
+$33.9K
|
+64
|
+13%
|
|
|
1989
|
Penserra Capital Management
Orinda,
California
|
$298K
|
+$53K
|
+100
|
+23%
|
|
|
1990
|
M. Kulyk & Associates
Decatur,
Georgia
|
$298K
|
–
|
–
|
–
|
|
|
1991
|
Physician Wealth Advisors
Midvale,
Utah
|
$297K
|
-$1.59K
|
-3
|
-0.6%
|
|
|
1992
|
Lowell Blake & Associates
Boston,
Massachusetts
|
$296K
|
–
|
–
|
–
|
|
|
1993
|
LWM Advisory Services
Plantation,
Florida
|
$295K
|
-$420K
|
-793
|
-61%
|
|
|
1994
|
American National Bank & Trust
Wichita Falls,
Texas
|
$294K
|
+$108K
|
+204
|
+62%
|
|
|
1995
|
Weatherly Asset Management
Del Mar,
California
|
$294K
|
–
|
–
|
–
|
|
|
1996
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$293K
|
-$5.83K
|
-11
|
-2%
|
|
|
1997
|
SimplyRich
Carlsbad,
California
|
$292K
|
-$92.2K
|
-174
|
-25%
|
|
|
1998
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$292K
|
-$5.3K
|
-10
|
-2%
|
|
|
1999
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$291K
|
+$10.6K
|
+20
|
+4%
|
|
|
2000
|
Bristlecone Advisors
Bellevue,
Washington
|
$291K
|
+$11.1K
|
+21
|
+4%
|
|
