|
1976
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$368K
|
+$41.6K
|
+480
|
+12%
|
|
|
1977
|
New Republic Capital
Charlotte,
North Carolina
|
$368K
|
+$24.3K
|
+280
|
+7%
|
|
|
1978
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$367K
|
+$19.1K
|
+220
|
+5%
|
|
|
1979
|
Inspire Investing
Meridian,
Idaho
|
$366K
|
-$598K
|
-6,900
|
-61%
|
|
|
1980
|
American Trust
Lexington,
Kentucky
|
$366K
|
-$64.1K
|
-740
|
-14%
|
|
|
1981
|
Catalyst Private Wealth
San Mateo,
California
|
$365K
|
-$290K
|
-3,340
|
-43%
|
|
|
1982
|
Kure Advisory
Plymouth,
Minnesota
|
$365K
|
+$381K
|
+4,400
|
New
|
|
|
1983
|
Hofer & Associates
Thousand Oaks,
California
|
$364K
|
-$6.93K
|
-80
|
-2%
|
|
|
1984
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$364K
|
-$16.5K
|
-190
|
-4%
|
|
|
1985
|
Fulcrum Capital
Seattle,
Washington
|
$363K
|
-$16.5K
|
-190
|
-4%
|
|
|
1986
|
Telos Capital Management
San Diego,
California
|
$362K
|
+$6.07K
|
+70
|
+2%
|
|
|
1987
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$361K
|
-$867
|
-10
|
-0.2%
|
|
|
1988
|
Opal Wealth Advisors
Jericho,
New York
|
$361K
|
+$8.67K
|
+100
|
+2%
|
|
|
1989
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$358K
|
-$3.47K
|
-40
|
-0.9%
|
|
|
1990
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$357K
|
+$137K
|
+1,580
|
+58%
|
|
|
1991
|
Carmel Capital Partners
San Diego,
California
|
$357K
|
+$162K
|
+1,870
|
+77%
|
|
|
1992
|
Washington Trust Bank
Spokane,
Washington
|
$356K
|
+$57.2K
|
+660
|
+18%
|
|
|
1993
|
First National Bank of Omaha
Omaha,
Nebraska
|
$355K
|
-$27.7K
|
-320
|
-7%
|
|
|
1994
|
Bangor Savings Bank
Bangor,
Maine
|
$355K
|
+$29.5K
|
+340
|
+9%
|
|
|
1995
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$354K
|
-$343K
|
-3,960
|
-48%
|
|
|
1996
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$354K
|
+$45.1K
|
+520
|
+14%
|
|
|
1997
|
NinePointTwo Capital
Los Angeles,
California
|
$353K
|
–
|
–
|
–
|
|
|
1998
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$352K
|
–
|
–
|
–
|
|
|
1999
|
Eagle Bay Advisors
New York
|
$351K
|
+$70.2K
|
+810
|
+24%
|
|
|
2000
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$351K
|
-$21.7K
|
-250
|
-6%
|
|
