|
1976
|
Circle Wealth Management
Summit,
New Jersey
|
$223K
|
–
|
–
|
–
|
|
|
1977
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$223K
|
–
|
–
|
–
|
|
|
1978
|
Carrera Capital Advisors
Troy,
Michigan
|
$223K
|
+$214K
|
+191
|
New
|
|
|
1979
|
American National Bank of Texas
Richardson,
Texas
|
$222K
|
+$212K
|
+190
|
New
|
|
|
1980
|
Facet Wealth Inc
Baltimore,
Maryland
|
$222K
|
+$212K
|
+190
|
New
|
|
|
1981
|
Family Management
New York
|
$222K
|
+$212K
|
+190
|
New
|
|
|
1982
|
Summit Asset Management
Memphis,
Tennessee
|
$222K
|
+$212K
|
+190
|
New
|
|
|
1983
|
TFB Advisors
Overland Park,
Kansas
|
$222K
|
-$57K
|
-51
|
-22%
|
|
|
1984
|
Coastwise Capital Group
La Jolla,
California
|
$221K
|
+$211K
|
+189
|
New
|
|
|
1985
|
Farmers Trust Company
Youngstown,
Ohio
|
$220K
|
-$27.9K
|
-25
|
-12%
|
|
|
1986
|
Portside Wealth Group
Provo,
Utah
|
$220K
|
+$211K
|
+189
|
New
|
|
|
1987
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$219K
|
+$33.5K
|
+30
|
+19%
|
|
|
1988
|
Seed Wealth Management
Evanston,
Illinois
|
$218K
|
-$268K
|
-240
|
-56%
|
|
|
1989
|
Paradigm Asset Management
New York
|
$218K
|
–
|
–
|
–
|
|
|
1990
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$218K
|
+$209K
|
+187
|
New
|
|
|
1991
|
Landaas & Company
Milwaukee,
Wisconsin
|
$217K
|
+$208K
|
+186
|
New
|
|
|
1992
|
Ruane, Cunniff & Goldfarb
New York
|
$217K
|
+$208K
|
+186
|
New
|
|
|
1993
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$217K
|
+$208K
|
+186
|
New
|
|
|
1994
|
PMG Family Office
Plano,
Texas
|
$216K
|
+$207K
|
+185
|
New
|
|
|
1995
|
Quantum Financial Advisors
El Segundo,
California
|
$215K
|
+$206K
|
+184
|
New
|
|
|
1996
|
Nelson Capital Management
Menlo Park,
California
|
$215K
|
+$206K
|
+184
|
New
|
|
|
1997
|
Parthenon LLC
Louisville,
Kentucky
|
$215K
|
+$206K
|
+184
|
New
|
|
|
1998
|
Security Financial Services
Fort Wayne,
Indiana
|
$215K
|
+$206K
|
+184
|
New
|
|
|
1999
|
LifeWealth Investments
Winter Garden,
Florida
|
$214K
|
+$206K
|
+184
|
New
|
|
|
2000
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$214K
|
+$205K
|
+183
|
New
|
|
