|
1976
|
Axiom Financial Strategies
New Albany,
Indiana
|
$1.16M
|
+$10.4K
|
+43
|
+1%
|
|
|
1977
|
Portfolio Solutions
Royal Oak,
Michigan
|
$1.16M
|
-$7.29K
|
-30
|
-0.7%
|
|
|
1978
|
Prosperity Planning
Kansas City,
Missouri
|
$1.16M
|
+$486
|
+2
|
+0%
|
|
|
1979
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.15M
|
+$2.67K
|
+11
|
+0.2%
|
|
|
1980
|
|
$1.15M
|
–
|
–
|
–
|
|
|
1981
|
Cadence Bank
Tupelo,
Mississippi
|
$1.15M
|
-$50K
|
-206
|
-4%
|
|
|
1982
|
Goepper Burkhardt
Greenville,
South Carolina
|
$1.15M
|
–
|
–
|
–
|
|
|
1983
|
Capital Planning Advisors
Roseville,
California
|
$1.14M
|
+$439K
|
+1,806
|
+68%
|
|
|
1984
|
LVM Capital Management
Portage,
Michigan
|
$1.14M
|
–
|
–
|
–
|
|
|
1985
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.14M
|
-$6.56K
|
-27
|
-0.6%
|
|
|
1986
|
Elmwood Wealth Management
Berkeley,
California
|
$1.14M
|
+$1.08M
|
+4,452
|
New
|
|
|
1987
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$1.14M
|
-$53.9K
|
-222
|
-5%
|
|
|
1988
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$1.14M
|
–
|
–
|
–
|
|
|
1989
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.13M
|
-$5.59M
|
-23,036
|
-84%
|
|
|
1990
|
DB Wealth Management Group
San Diego,
California
|
$1.13M
|
-$17.7K
|
-73
|
-2%
|
|
|
1991
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$1.13M
|
+$15.5K
|
+64
|
+1%
|
|
|
1992
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$1.13M
|
+$197K
|
+811
|
+23%
|
|
|
1993
|
Southport Capital Management
Chattanooga,
Tennessee
|
$1.13M
|
+$205K
|
+843
|
+24%
|
|
|
1994
|
Gilder Gagnon Howe & Co
New York
|
$1.13M
|
+$235K
|
+967
|
+28%
|
|
|
1995
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.12M
|
+$387K
|
+1,593
|
+57%
|
|
|
1996
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$1.12M
|
+$1.07M
|
+4,390
|
New
|
|
|
1997
|
Latitude Advisors
Vero Beach,
Florida
|
$1.12M
|
-$1.3M
|
-5,356
|
-55%
|
|
|
1998
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$1.12M
|
+$34.7K
|
+143
|
+3%
|
|
|
1999
|
City of London Investment Management
London,
United Kingdom
|
$1.12M
|
-$155K
|
-637
|
-13%
|
|
|
2000
|
Atwood & Palmer
Kansas City,
Missouri
|
$1.11M
|
–
|
–
|
–
|
|
