|
1976
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$384K
|
-$248K
|
-863
|
-40%
|
|
|
1977
|
True North Advisors
Dallas,
Texas
|
$384K
|
+$41.1K
|
+143
|
+12%
|
|
|
1978
|
Stockman Wealth Management
Billings,
Montana
|
$381K
|
+$3.73K
|
+13
|
+1%
|
|
|
1979
|
Mainstream Capital Management
Los Angeles,
California
|
$380K
|
-$1.15K
|
-4
|
-0.3%
|
|
|
1980
|
One Wealth Advisors
San Francisco,
California
|
$380K
|
+$8.62K
|
+30
|
+2%
|
|
|
1981
|
Fidelity International
Hamilton,
Bermuda
|
$380K
|
+$50.9K
|
+177
|
+16%
|
|
|
1982
|
Reyes Financial Architecture
San Diego,
California
|
$380K
|
+$368K
|
+1,280
|
New
|
|
|
1983
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$379K
|
-$52.3K
|
-182
|
-12%
|
|
|
1984
|
4J Wealth Management
Alexandria,
Virginia
|
$379K
|
–
|
–
|
–
|
|
|
1985
|
Tortoise Investment Management
White Plains,
New York
|
$379K
|
+$4.31K
|
+15
|
+1%
|
|
|
1986
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$379K
|
+$862
|
+3
|
+0.2%
|
|
|
1987
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$378K
|
+$575
|
+2
|
+0.2%
|
|
|
1988
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$378K
|
–
|
–
|
–
|
|
|
1989
|
Private Portfolio Partners
Paramus,
New Jersey
|
$378K
|
-$56.9K
|
-198
|
-13%
|
|
|
1990
|
Oxford Financial Group
Carmel,
Indiana
|
$378K
|
-$37.9K
|
-132
|
-9%
|
|
|
1991
|
Taika Capital
Sunny Isles Beach,
Florida
|
$377K
|
+$365K
|
+1,270
|
New
|
|
|
1992
|
Ruggaard & Associates
Hudson,
Ohio
|
$377K
|
-$194K
|
-675
|
-35%
|
|
|
1993
|
ETF Portfolio Partners
Leawood,
Kansas
|
$377K
|
–
|
–
|
–
|
|
|
1994
|
Centerpoint Advisory Group
Overland Park,
Kansas
|
$375K
|
+$363K
|
+1,264
|
New
|
|
|
1995
|
Mendel Capital Management
Little Rock,
Arkansas
|
$375K
|
+$20.4K
|
+71
|
+6%
|
|
|
1996
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$374K
|
+$55.7K
|
+194
|
+18%
|
|
|
1997
|
Manchester Financial
Westlake Village,
California
|
$373K
|
–
|
–
|
–
|
|
|
1998
|
Sterneck Capital Management
Kansas City,
Missouri
|
$373K
|
+$86.8K
|
+302
|
+32%
|
|
|
1999
|
Silverlake Wealth Management
Williston,
Vermont
|
$373K
|
-$159K
|
-553
|
-31%
|
|
|
2000
|
Redmond Asset Management
Henrico,
Virginia
|
$372K
|
+$360K
|
+1,252
|
New
|
|
