|
1976
|
Portfolio Design Labs
Encino,
California
|
$252K
|
–
|
–
|
–
|
|
|
1977
|
Affinity Wealth Management
Wilmington,
Delaware
|
$250K
|
-$2.19K
|
-2
|
-0.8%
|
|
|
1978
|
Private Management Group
Irvine,
California
|
$248K
|
–
|
–
|
–
|
|
|
1979
|
Apella Capital
West Hartford,
Connecticut
|
$247K
|
-$3.28K
|
-3
|
-1%
|
|
|
1980
|
Plancorp LLC
Saint Louis,
Missouri
|
$247K
|
-$39.4K
|
-36
|
-13%
|
|
|
1981
|
Financial Council
Towson,
Maryland
|
$247K
|
–
|
–
|
–
|
|
|
1982
|
Traveka Wealth
Los Altos,
California
|
$247K
|
+$21.9K
|
+20
|
+9%
|
|
|
1983
|
Wayfinding Financial
Lynnwood,
Washington
|
$247K
|
-$13.1K
|
-12
|
-5%
|
|
|
1984
|
Monument Capital Management
Alexandria,
Virginia
|
$246K
|
-$242K
|
-221
|
-49%
|
|
|
1985
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$246K
|
–
|
–
|
–
|
|
|
1986
|
|
$246K
|
–
|
–
|
–
|
|
|
1987
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$246K
|
+$10.9K
|
+10
|
+5%
|
|
|
1988
|
Park Capital Management
Madison,
Wisconsin
|
$244K
|
-$30.6K
|
-28
|
-11%
|
|
|
1989
|
Bruce G. Allen Investments
Denver,
Colorado
|
$244K
|
-$24.1K
|
-22
|
-9%
|
|
|
1990
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$244K
|
–
|
–
|
–
|
|
|
1991
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$244K
|
+$19.7K
|
+18
|
+9%
|
|
|
1992
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$244K
|
+$249K
|
+228
|
New
|
|
|
1993
|
CNB Bank
Clearfield,
Pennsylvania
|
$243K
|
-$3.28K
|
-3
|
-1%
|
|
|
1994
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$243K
|
–
|
–
|
–
|
|
|
1995
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$243K
|
+$248K
|
+227
|
New
|
|
|
1996
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$243K
|
+$248K
|
+227
|
New
|
|
|
1997
|
Gould Asset Management
Claremont,
California
|
$242K
|
+$4.37K
|
+4
|
+2%
|
|
|
1998
|
PCB Capital
East Brunswick,
New Jersey
|
$242K
|
+$247K
|
+226
|
New
|
|
|
1999
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$241K
|
-$6.56K
|
-6
|
-3%
|
|
|
2000
|
Enclave Advisors
Austin,
Texas
|
$241K
|
-$2.19K
|
-2
|
-0.9%
|
|
