|
1976
|
Matthew Hamilton Rosenberg
|
$295K
|
+$12.6K
|
+294
|
+5%
|
|
|
1977
|
Meridian Financial
Holliston,
Massachusetts
|
$295K
|
+$42.9K
|
+1,000
|
+17%
|
|
|
1978
|
Richard W. Paul & Associates
Novi,
Michigan
|
$295K
|
-$51.1K
|
-1,193
|
-15%
|
|
|
1979
|
Fairview Capital Investment Management
Greenbrae,
California
|
$295K
|
+$8.31K
|
+194
|
+3%
|
|
|
1980
|
Nemes Rush Group
Novi,
Michigan
|
$294K
|
-$56.4K
|
-1,316
|
-16%
|
|
|
1981
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$293K
|
–
|
–
|
–
|
|
|
1982
|
|
$293K
|
+$101K
|
+2,360
|
+54%
|
|
|
1983
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$293K
|
–
|
–
|
–
|
|
|
1984
|
Modern Wealth Management
Lenexa,
Kansas
|
$293K
|
+$286K
|
+6,678
|
New
|
|
|
1985
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$292K
|
–
|
–
|
–
|
|
|
1986
|
Autumn Glory Partners
Dallas,
Texas
|
$291K
|
-$3.52K
|
-82
|
-1%
|
|
|
1987
|
Pure Financial Advisors
San Diego,
California
|
$290K
|
+$284K
|
+6,625
|
New
|
|
|
1988
|
Sabal Trust
St. Petersburg,
Florida
|
$290K
|
+$284K
|
+6,623
|
New
|
|
|
1989
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$290K
|
+$2.92K
|
+68
|
+1%
|
|
|
1990
|
BIP Wealth
Atlanta,
Georgia
|
$289K
|
+$4.59K
|
+107
|
+2%
|
|
|
1991
|
Waterway Wealth Management
The Woodlands,
Texas
|
$289K
|
+$283K
|
+6,593
|
New
|
|
|
1992
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$289K
|
-$5.19K
|
-121
|
-2%
|
|
|
1993
|
Source Financial Advisors
New York
|
$288K
|
-$2.79K
|
-65
|
-1%
|
|
|
1994
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$288K
|
+$24.2K
|
+565
|
+9%
|
|
|
1995
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$287K
|
+$280K
|
+6,536
|
New
|
|
|
1996
|
Hillman Capital Management
Bethesda,
Maryland
|
$286K
|
–
|
–
|
–
|
|
|
1997
|
Pacific Center for Financial Services
San Ramon,
California
|
$286K
|
-$17.8K
|
-415
|
-6%
|
|
|
1998
|
Journey Advisory Group
Covington,
Kentucky
|
$286K
|
+$6.9K
|
+161
|
+3%
|
|
|
1999
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$286K
|
-$4.54K
|
-106
|
-2%
|
|
|
2000
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$285K
|
+$6.21K
|
+145
|
+2%
|
|
