|
1976
|
Trinity Legacy Partners
Houston,
Texas
|
$283K
|
–
|
–
|
–
|
|
|
1977
|
Curi Wealth Management
Raleigh,
North Carolina
|
$283K
|
+$15.4K
|
+63
|
+6%
|
|
|
1978
|
Capitol Family Office
Beaverton,
Oregon
|
$282K
|
–
|
–
|
–
|
|
|
1979
|
Regent Investment Management
Louisville,
Kentucky
|
$282K
|
–
|
–
|
–
|
|
|
1980
|
O'Rourke & Company
Boston,
Massachusetts
|
$282K
|
+$735
|
+3
|
+0.3%
|
|
|
1981
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$282K
|
+$81.1K
|
+331
|
+40%
|
|
|
1982
|
Waverly Advisors
Birmingham,
Alabama
|
$281K
|
+$12.5K
|
+51
|
+5%
|
|
|
1983
|
|
$280K
|
-$85.8K
|
-350
|
-23%
|
|
|
1984
|
Gemmer Asset Management
Walnut Creek,
California
|
$280K
|
-$11.3K
|
-46
|
-4%
|
|
|
1985
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$280K
|
–
|
–
|
–
|
|
|
1986
|
London Company of Virginia
Richmond,
Virginia
|
$280K
|
–
|
–
|
–
|
|
|
1987
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$280K
|
+$8.09K
|
+33
|
+3%
|
|
|
1988
|
Klingenstein Fields & Co
New York
|
$279K
|
-$11.3K
|
-46
|
-4%
|
|
|
1989
|
Kore Private Wealth
New York
|
$278K
|
-$6.13K
|
-25
|
-2%
|
|
|
1990
|
Stone Run Capital
New York
|
$277K
|
-$36.8K
|
-150
|
-12%
|
|
|
1991
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$276K
|
-$13.5K
|
-55
|
-5%
|
|
|
1992
|
Ignite Planners
San Clemente,
California
|
$276K
|
+$41.7K
|
+170
|
+18%
|
|
|
1993
|
Bremer Bank National Association
St Paul,
Minnesota
|
$274K
|
-$20.8K
|
-85
|
-7%
|
|
|
1994
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$274K
|
-$12.3K
|
-50
|
-4%
|
|
|
1995
|
First Interstate Bank
Billings,
Montana
|
$274K
|
-$11.3K
|
-46
|
-4%
|
|
|
1996
|
LifeSteps Financial
Claremont,
California
|
$274K
|
–
|
–
|
–
|
|
|
1997
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$273K
|
-$12.3K
|
-50
|
-4%
|
|
|
1998
|
Proficio Capital Partners
Newton,
Massachusetts
|
$273K
|
+$735
|
+3
|
+0.3%
|
|
|
1999
|
Apella Capital
West Hartford,
Connecticut
|
$272K
|
+$274K
|
+1,117
|
New
|
|
|
2000
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$271K
|
-$1.96K
|
-8
|
-0.7%
|
|
