|
1976
|
Prosperity Planning
Kansas City,
Missouri
|
$1.26M
|
+$6.71K
|
+24
|
+0.5%
|
|
|
1977
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.26M
|
-$131K
|
-470
|
-9%
|
|
|
1978
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$1.26M
|
+$110K
|
+393
|
+9%
|
|
|
1979
|
Edgewood Management
Greenwich,
Connecticut
|
$1.26M
|
-$1.68K
|
-6
|
-0.1%
|
|
|
1980
|
Axiom Financial Strategies
New Albany,
Indiana
|
$1.26M
|
–
|
–
|
–
|
|
|
1981
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$1.26M
|
+$92.8K
|
+332
|
+8%
|
|
|
1982
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$1.26M
|
-$504K
|
-1,805
|
-29%
|
|
|
1983
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$1.26M
|
-$14.8M
|
-52,833
|
-92%
|
|
|
1984
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.25M
|
+$1.12K
|
+4
|
+0.1%
|
|
|
1985
|
Monetary Management Group
St Louis,
Missouri
|
$1.25M
|
-$14K
|
-50
|
-1%
|
|
|
1986
|
AJ Wealth Strategies
New York
|
$1.25M
|
-$140K
|
-500
|
-10%
|
|
|
1987
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$1.25M
|
+$11.2K
|
+40
|
+0.9%
|
|
|
1988
|
North Star Asset Management
Neenah,
Wisconsin
|
$1.24M
|
+$97.8K
|
+350
|
+8%
|
|
|
1989
|
Capital Planning Advisors
Roseville,
California
|
$1.24M
|
-$1.68K
|
-6
|
-0.1%
|
|
|
1990
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.24M
|
-$20.7K
|
-74
|
-2%
|
|
|
1991
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$1.24M
|
+$218K
|
+779
|
+21%
|
|
|
1992
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.24M
|
-$324K
|
-1,159
|
-21%
|
|
|
1993
|
|
$1.24M
|
-$125K
|
-448
|
-9%
|
|
|
1994
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$1.24M
|
-$35.5K
|
-127
|
-3%
|
|
|
1995
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.24M
|
–
|
–
|
–
|
|
|
1996
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$1.24M
|
–
|
–
|
–
|
|
|
1997
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$1.24M
|
+$18.2K
|
+65
|
+1%
|
|
|
1998
|
State of Wyoming
Cheyenne,
Wyoming
|
$1.23M
|
+$706K
|
+2,528
|
+132%
|
|
|
1999
|
Elmwood Wealth Management
Berkeley,
California
|
$1.23M
|
-$6.99K
|
-25
|
-0.6%
|
|
|
2000
|
DB Wealth Management Group
San Diego,
California
|
$1.23M
|
-$4.19K
|
-15
|
-0.3%
|
|
