|
1976
|
|
$221K
|
–
|
–
|
–
|
|
|
1977
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$220K
|
+$15.5K
|
+15
|
+7%
|
|
|
1978
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$220K
|
-$7.24K
|
-7
|
-3%
|
|
|
1979
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$220K
|
+$3.1K
|
+3
|
+1%
|
|
|
1980
|
Private Management Group
Irvine,
California
|
$219K
|
-$4.14K
|
-4
|
-2%
|
|
|
1981
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$219K
|
–
|
–
|
–
|
|
|
1982
|
Element Wealth
Ridgeland,
Mississippi
|
$218K
|
-$18.6K
|
-18
|
-7%
|
|
|
1983
|
Gould Asset Management
Claremont,
California
|
$217K
|
–
|
–
|
–
|
|
|
1984
|
Cura Wealth Advisors
Chicago,
Illinois
|
$217K
|
+$234K
|
+226
|
New
|
|
|
1985
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$216K
|
-$1.03K
|
-1
|
-0.4%
|
|
|
1986
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$216K
|
+$4.14K
|
+4
|
+2%
|
|
|
1987
|
Code Waechter
Tampa,
Florida
|
$216K
|
+$7.24K
|
+7
|
+3%
|
|
|
1988
|
One Capital Management
Westlake Village,
California
|
$216K
|
–
|
–
|
–
|
|
|
1989
|
Alchemi Wealth
Essex,
Connecticut
|
$216K
|
-$16.5K
|
-16
|
-7%
|
|
|
1990
|
Swan Capital
Pensacola,
Florida
|
$215K
|
+$3.1K
|
+3
|
+1%
|
|
|
1991
|
BlackDiamond Wealth Management
New York
|
$215K
|
+$197K
|
+190
|
New
|
|
|
1992
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$213K
|
-$22.8K
|
-22
|
-9%
|
|
|
1993
|
Bearing Point Capital
Bloomington,
Minnesota
|
$213K
|
–
|
–
|
–
|
|
|
1994
|
Solstein Capital
Menlo Park,
California
|
$213K
|
–
|
–
|
–
|
|
|
1995
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$213K
|
–
|
–
|
–
|
|
|
1996
|
Brasada Capital Management
Houston,
Texas
|
$213K
|
–
|
–
|
–
|
|
|
1997
|
CAP Partners LLC
Franklin,
Tennessee
|
$212K
|
-$3.1K
|
-3
|
-1%
|
|
|
1998
|
Cozad Asset Management
Champaign,
Illinois
|
$212K
|
–
|
–
|
–
|
|
|
1999
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$212K
|
+$228K
|
+220
|
New
|
|
|
2000
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$211K
|
+$228K
|
+220
|
New
|
|
