|
1976
|
Verition Fund Management
Greenwich,
Connecticut
|
$1.36M
|
-$5.89M
|
-11,528
|
-82%
|
|
|
1977
|
Fairtree Asset Management
Bellville, Cape Town,
South Africa
|
$1.36M
|
-$21.5K
|
-42
|
-2%
|
|
|
1978
|
Beacon Financial Group
Dallas,
Texas
|
$1.36M
|
-$135K
|
-265
|
-9%
|
|
|
1979
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.36M
|
-$59.8K
|
-117
|
-4%
|
|
|
1980
|
Gitterman Wealth Management
Edison,
New Jersey
|
$1.35M
|
+$2.56K
|
+5
|
+0.2%
|
|
|
1981
|
Greykasell Wealth Strategies
Danville,
California
|
$1.35M
|
–
|
–
|
–
|
|
|
1982
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$1.35M
|
-$95.1K
|
-186
|
-7%
|
|
|
1983
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$1.35M
|
+$50.1K
|
+98
|
+4%
|
|
|
1984
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$1.35M
|
+$115K
|
+224
|
+10%
|
|
|
1985
|
Intellectus Partners
San Francisco,
California
|
$1.34M
|
+$154K
|
+301
|
+13%
|
|
|
1986
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.34M
|
+$179K
|
+351
|
+16%
|
|
|
1987
|
Childress Capital Advisors
Houston,
Texas
|
$1.34M
|
-$109K
|
-214
|
-8%
|
|
|
1988
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.34M
|
-$49.1K
|
-96
|
-4%
|
|
|
1989
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$1.33M
|
-$298K
|
-583
|
-19%
|
|
|
1990
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$1.33M
|
+$113K
|
+221
|
+10%
|
|
|
1991
|
Altman Advisors
Chicago,
Illinois
|
$1.33M
|
+$65.9K
|
+129
|
+4%
|
|
|
1992
|
CFO4Life Group
Coppell,
Texas
|
$1.33M
|
+$2.56K
|
+5
|
+0.2%
|
|
|
1993
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$1.32M
|
+$37.8K
|
+74
|
+3%
|
|
|
1994
|
Wilson & Boucher Capital Management
Moraga,
California
|
$1.32M
|
-$79.2K
|
-155
|
-6%
|
|
|
1995
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$1.32M
|
-$546K
|
-1,068
|
-30%
|
|
|
1996
|
Moseley Investment Management
Bradenton,
Florida
|
$1.32M
|
-$4.6K
|
-9
|
-0.4%
|
|
|
1997
|
Angeles Wealth Management
Santa Monica,
California
|
$1.32M
|
-$63.9K
|
-125
|
-5%
|
|
|
1998
|
Sompo Asset Management
Tokyo,
Japan
|
$1.32M
|
+$20.4K
|
+40
|
+2%
|
|
|
1999
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.32M
|
+$193K
|
+377
|
+18%
|
|
|
2000
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.32M
|
-$3.77M
|
-7,378
|
-75%
|
|
