|
1976
|
|
$395K
|
–
|
–
|
–
|
|
|
1977
|
Mint Tower Capital Management
Amsterdam,
Netherlands
|
$395K
|
+$82.6K
|
+1,842
|
+26%
|
|
|
1978
|
Abbot Financial Management
Andover,
Massachusetts
|
$394K
|
-$29.2K
|
-650
|
-7%
|
|
|
1979
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$394K
|
–
|
–
|
–
|
|
|
1980
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$394K
|
+$59.3K
|
+1,322
|
+18%
|
|
|
1981
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$393K
|
–
|
–
|
–
|
|
|
1982
|
Meridian Management
Little Rock,
Arkansas
|
$393K
|
–
|
–
|
–
|
|
|
1983
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$392K
|
-$2.69K
|
-60
|
-0.7%
|
|
|
1984
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$392K
|
–
|
–
|
–
|
|
|
1985
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$391K
|
-$71.4K
|
-1,592
|
-15%
|
|
|
1986
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$390K
|
–
|
–
|
–
|
|
|
1987
|
BOK Financial Private Wealth
Denver,
Colorado
|
$390K
|
+$109K
|
+2,422
|
+38%
|
|
|
1988
|
Verus Financial Partners
Richmond,
Virginia
|
$388K
|
-$110K
|
-2,448
|
-22%
|
|
|
1989
|
Front Barnett Associates
Chicago,
Illinois
|
$388K
|
-$61.2K
|
-1,364
|
-14%
|
|
|
1990
|
Bank of Stockton
Stockton,
California
|
$388K
|
-$8.25K
|
-184
|
-2%
|
|
|
1991
|
Fidelity International
Hamilton,
Bermuda
|
$388K
|
+$359
|
+8
|
+0.1%
|
|
|
1992
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$388K
|
+$5.38K
|
+120
|
+1%
|
|
|
1993
|
Charles Schwab Trust
Henderson,
Nevada
|
$387K
|
-$700K
|
-15,606
|
-64%
|
|
|
1994
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$387K
|
-$47.8K
|
-1,066
|
-11%
|
|
|
1995
|
Lenox Wealth Advisors
New York
|
$387K
|
+$18.2K
|
+405
|
+5%
|
|
|
1996
|
Fort Point Capital Partners
San Francisco,
California
|
$386K
|
-$1.21K
|
-27
|
-0.3%
|
|
|
1997
|
Menard Financial Group
Houston,
Texas
|
$385K
|
+$386K
|
+8,615
|
New
|
|
|
1998
|
Zhang Financial
Portage,
Michigan
|
$384K
|
+$7.49K
|
+167
|
+2%
|
|
|
1999
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$382K
|
+$25.1K
|
+559
|
+7%
|
|
|
2000
|
Genesee Capital Advisors
Auburn,
New York
|
$381K
|
+$36.1K
|
+806
|
+10%
|
|
