|
1976
|
Creative Financial Designs
Kokomo,
Indiana
|
$300K
|
-$8.22K
|
-22
|
-3%
|
|
|
1977
|
RBA Wealth Management
Newport Beach,
California
|
$300K
|
+$8.97K
|
+24
|
+3%
|
|
|
1978
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$300K
|
+$297K
|
+795
|
New
|
|
|
1979
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$298K
|
–
|
–
|
–
|
|
|
1980
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$295K
|
-$5.98K
|
-16
|
-2%
|
|
|
1981
|
SkyOak Wealth
Southfield,
Michigan
|
$294K
|
+$33.3K
|
+89
|
+13%
|
|
|
1982
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$293K
|
+$290K
|
+775
|
New
|
|
|
1983
|
Foundry Partners
Minneapolis,
Minnesota
|
$291K
|
-$12.7K
|
-34
|
-4%
|
|
|
1984
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$291K
|
+$13.5K
|
+36
|
+5%
|
|
|
1985
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$291K
|
+$40.7K
|
+109
|
+16%
|
|
|
1986
|
AQR Arbitrage
Greenwich,
Connecticut
|
$291K
|
+$290K
|
+777
|
New
|
|
|
1987
|
AssetMark Inc
Concord,
California
|
$289K
|
+$374
|
+1
|
+0.1%
|
|
|
1988
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$289K
|
+$4.48K
|
+12
|
+2%
|
|
|
1989
|
United Asset Strategies
Garden City,
New York
|
$289K
|
+$14.9K
|
+40
|
+6%
|
|
|
1990
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$287K
|
+$14.2K
|
+38
|
+5%
|
|
|
1991
|
IPG Investment Advisors
San Diego,
California
|
$287K
|
+$10.5K
|
+28
|
+4%
|
|
|
1992
|
First Bankers Trust
Louisville,
Kentucky
|
$286K
|
+$7.1K
|
+19
|
+3%
|
|
|
1993
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$286K
|
+$21.7K
|
+58
|
+8%
|
|
|
1994
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$285K
|
+$291K
|
+778
|
New
|
|
|
1995
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$284K
|
+$56K
|
+150
|
+25%
|
|
|
1996
|
Fortis Capital Management
Bellevue,
Washington
|
$284K
|
+$281K
|
+753
|
New
|
|
|
1997
|
Crabel Capital Management
Los Angeles,
California
|
$283K
|
-$27.3K
|
-73
|
-9%
|
|
|
1998
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$283K
|
–
|
–
|
–
|
|
|
1999
|
Financial Engines Advisors
Santa Clara,
California
|
$283K
|
+$65.8K
|
+176
|
+31%
|
|
|
2000
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$283K
|
+$280K
|
+750
|
New
|
|
