|
1976
|
Code Waechter
Tampa,
Florida
|
$216K
|
+$7.24K
|
+7
|
+3%
|
|
|
1977
|
One Capital Management
Westlake Village,
California
|
$216K
|
–
|
–
|
–
|
|
|
1978
|
Alchemi Wealth
Essex,
Connecticut
|
$216K
|
-$16.5K
|
-16
|
-7%
|
|
|
1979
|
Swan Capital
Pensacola,
Florida
|
$215K
|
+$3.1K
|
+3
|
+1%
|
|
|
1980
|
BlackDiamond Wealth Management
New York
|
$215K
|
+$197K
|
+190
|
New
|
|
|
1981
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$213K
|
-$22.8K
|
-22
|
-9%
|
|
|
1982
|
Bearing Point Capital
Bloomington,
Minnesota
|
$213K
|
–
|
–
|
–
|
|
|
1983
|
Solstein Capital
Menlo Park,
California
|
$213K
|
–
|
–
|
–
|
|
|
1984
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$213K
|
–
|
–
|
–
|
|
|
1985
|
Brasada Capital Management
Houston,
Texas
|
$213K
|
–
|
–
|
–
|
|
|
1986
|
CAP Partners LLC
Franklin,
Tennessee
|
$212K
|
-$3.1K
|
-3
|
-1%
|
|
|
1987
|
Cozad Asset Management
Champaign,
Illinois
|
$212K
|
–
|
–
|
–
|
|
|
1988
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$212K
|
+$228K
|
+220
|
New
|
|
|
1989
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$211K
|
+$228K
|
+220
|
New
|
|
|
1990
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$211K
|
-$188K
|
-182
|
-45%
|
|
|
1991
|
Strategic Advisory Partners
Greensboro,
North Carolina
|
$211K
|
-$6.21K
|
-6
|
-3%
|
|
|
1992
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$211K
|
+$226K
|
+219
|
New
|
|
|
1993
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$210K
|
+$225K
|
+218
|
New
|
|
|
1994
|
Gibson Capital
Wexford,
Pennsylvania
|
$210K
|
–
|
–
|
–
|
|
|
1995
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$209K
|
+$1.03K
|
+1
|
+0.5%
|
|
|
1996
|
Fielder Capital Group
Nashville,
Tennessee
|
$209K
|
-$27.9K
|
-27
|
-11%
|
|
|
1997
|
VisionPoint Advisory Group
Dallas,
Texas
|
$209K
|
+$224K
|
+217
|
New
|
|
|
1998
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$209K
|
–
|
–
|
–
|
|
|
1999
|
Endeavor Private Wealth
Topeka,
Kansas
|
$208K
|
-$6.21K
|
-6
|
-3%
|
|
|
2000
|
Washington Trust Bank
Spokane,
Washington
|
$208K
|
-$12.4K
|
-12
|
-5%
|
|
