|
1976
|
Osterweis Capital Management
San Francisco,
California
|
$105K
|
-$8.11K
|
-36
|
-7%
|
|
|
1977
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$104K
|
-$178K
|
-790
|
-63%
|
|
|
1978
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$99.4K
|
–
|
–
|
–
|
|
|
1979
|
Vestor Capital
Chicago,
Illinois
|
$99K
|
-$55K
|
-244
|
-35%
|
|
|
1980
|
Estabrook Capital Management
New York
|
$98.3K
|
-$2.03K
|
-9
|
-2%
|
|
|
1981
|
|
$95.9K
|
+$225
|
+1
|
+0.2%
|
|
|
1982
|
|
$95.4K
|
-$2.06M
|
-9,155
|
-95%
|
|
|
1983
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$95K
|
–
|
–
|
–
|
|
|
1984
|
Physician Wealth Advisors
Midvale,
Utah
|
$94.3K
|
+$1.35K
|
+6
|
+1%
|
|
|
1985
|
Westside Investment Management
Santa Monica,
California
|
$94.1K
|
+$28.8K
|
+128
|
+43%
|
|
|
1986
|
Adalta Capital Management
New York
|
$93.9K
|
–
|
–
|
–
|
|
|
1987
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$93.5K
|
+$225
|
+1
|
+0.2%
|
|
|
1988
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$93.4K
|
–
|
–
|
–
|
|
|
1989
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$93.4K
|
+$6.76K
|
+30
|
+8%
|
|
|
1990
|
Sittner & Nelson
Eugene,
Oregon
|
$92.8K
|
–
|
–
|
–
|
|
|
1991
|
CNB Bank
Clearfield,
Pennsylvania
|
$92.5K
|
–
|
–
|
–
|
|
|
1992
|
Investors Research Corp
Atlanta,
Georgia
|
$88.3K
|
–
|
–
|
–
|
|
|
1993
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
$88.3K
|
–
|
–
|
–
|
|
|
1994
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$85K
|
–
|
–
|
–
|
|
|
1995
|
Key Financial Inc
West Chester,
Pennsylvania
|
$83.6K
|
-$15.8K
|
-70
|
-16%
|
|
|
1996
|
Covestor
London,
United Kingdom
|
$83K
|
-$25.4K
|
-113
|
-23%
|
|
|
1997
|
Centerpoint Advisors
Needham,
Massachusetts
|
$82K
|
–
|
–
|
–
|
|
|
1998
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$80.4K
|
+$53.8K
|
+239
|
+191%
|
|
|
1999
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$80.4K
|
+$225
|
+1
|
+0.3%
|
|
|
2000
|
Valued Wealth Advisors
Holladay,
Utah
|
$79.4K
|
-$676
|
-3
|
-0.8%
|
|
