|
1976
|
Waycross Partners
Louisville,
Kentucky
|
$1.24M
|
-$416K
|
-600
|
-26%
|
|
|
1977
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$1.24M
|
-$196K
|
-283
|
-14%
|
|
|
1978
|
Wulff, Hansen & Co
San Rafael,
California
|
$1.24M
|
-$104K
|
-150
|
-8%
|
|
|
1979
|
Townsend Asset Management
Raleigh,
North Carolina
|
$1.24M
|
+$341K
|
+493
|
+39%
|
|
|
1980
|
Opal Wealth Advisors
Jericho,
New York
|
$1.23M
|
-$12.5K
|
-18
|
-1%
|
|
|
1981
|
Bayban
Bayport,
Minnesota
|
$1.23M
|
+$50.6K
|
+73
|
+4%
|
|
|
1982
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.23M
|
-$20.8K
|
-30
|
-2%
|
|
|
1983
|
Foster Group
West Des Moines,
Iowa
|
$1.23M
|
+$51.3K
|
+74
|
+4%
|
|
|
1984
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.23M
|
+$412K
|
+595
|
+54%
|
|
|
1985
|
Lafayette Investments
Ashton,
Maryland
|
$1.23M
|
–
|
–
|
–
|
|
|
1986
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.23M
|
-$113K
|
-163
|
-9%
|
|
|
1987
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$1.23M
|
+$172K
|
+249
|
+17%
|
|
|
1988
|
LifeSteps Financial
Claremont,
California
|
$1.23M
|
-$9.7K
|
-14
|
-0.8%
|
|
|
1989
|
Karani Asset Management
New York
|
$1.23M
|
+$1.2M
|
+1,732
|
New
|
|
|
1990
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.23M
|
+$29.1K
|
+42
|
+2%
|
|
|
1991
|
DSG Capital Advisors
Edina,
Minnesota
|
$1.23M
|
+$1.2M
|
+1,730
|
New
|
|
|
1992
|
Orser Capital Management
Southlake,
Texas
|
$1.22M
|
+$166K
|
+240
|
+16%
|
|
|
1993
|
Base Wealth Management
Lakewood Ranch,
Florida
|
$1.22M
|
-$184K
|
-266
|
-13%
|
|
|
1994
|
Silphium Asset Management
London,
United Kingdom
|
$1.22M
|
+$1.19M
|
+1,723
|
New
|
|
|
1995
|
One Degree Advisors
San Diego,
California
|
$1.22M
|
+$693
|
+1
|
+0.1%
|
|
|
1996
|
Wealth Quarterback
Toms River,
New Jersey
|
$1.22M
|
+$1.39K
|
+2
|
+0.1%
|
|
|
1997
|
Check Capital Management
Costa Mesa,
California
|
$1.22M
|
–
|
–
|
–
|
|
|
1998
|
Zinnia Wealth Advisory
Ocala,
Florida
|
$1.22M
|
-$197K
|
-285
|
-14%
|
|
|
1999
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$1.21M
|
–
|
–
|
–
|
|
|
2000
|
Vicus Capital
State College,
Pennsylvania
|
$1.21M
|
+$21.5K
|
+31
|
+2%
|
|
