|
1976
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$1.89M
|
-$150K
|
-157
|
-7%
|
|
|
1977
|
Centurion Wealth Management
Mclean,
Virginia
|
$1.89M
|
+$28.8K
|
+30
|
+1%
|
|
|
1978
|
First American Trust
Santa Ana,
California
|
$1.89M
|
-$142K
|
-148
|
-7%
|
|
|
1979
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$1.89M
|
+$7.67K
|
+8
|
+0.4%
|
|
|
1980
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.89M
|
-$4.79K
|
-5
|
-0.2%
|
|
|
1981
|
Wulff, Hansen & Co
San Rafael,
California
|
$1.88M
|
-$1.49M
|
-1,558
|
-43%
|
|
|
1982
|
Aspiriant LLC
Los Angeles,
California
|
$1.88M
|
-$173K
|
-180
|
-8%
|
|
|
1983
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.88M
|
+$527K
|
+550
|
+37%
|
|
|
1984
|
Custom Index Systems
New York
|
$1.88M
|
+$425K
|
+443
|
+28%
|
|
|
1985
|
Disciplined Investors
Waco,
Texas
|
$1.88M
|
+$25.9K
|
+27
|
+1%
|
|
|
1986
|
Financial & Tax Architects
St Louis,
Missouri
|
$1.87M
|
+$356K
|
+371
|
+22%
|
|
|
1987
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$1.87M
|
+$53.7K
|
+56
|
+3%
|
|
|
1988
|
Quintet Private Bank (Europe)
Luxembourg
|
$1.87M
|
–
|
–
|
–
|
|
|
1989
|
Cascade Financial Partners
San Diego,
California
|
$1.87M
|
+$1.92K
|
+2
|
+0.1%
|
|
|
1990
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
$1.86M
|
-$959
|
-1
|
-0%
|
|
|
1991
|
MBL Wealth
Charlotte,
North Carolina
|
$1.86M
|
+$450K
|
+469
|
+30%
|
|
|
1992
|
Legacy Edge Advisors
Syosset,
New York
|
$1.86M
|
+$106K
|
+111
|
+6%
|
|
|
1993
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.86M
|
+$19.2K
|
+20
|
+1%
|
|
|
1994
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$1.86M
|
+$33.5K
|
+35
|
+2%
|
|
|
1995
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$1.86M
|
+$4.79K
|
+5
|
+0.3%
|
|
|
1996
|
Claro Advisors
Boston,
Massachusetts
|
$1.85M
|
+$39.3K
|
+41
|
+2%
|
|
|
1997
|
Kennedy Investment Group
West Depford,
New Jersey
|
$1.85M
|
+$146K
|
+152
|
+8%
|
|
|
1998
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.85M
|
-$29.7K
|
-31
|
-2%
|
|
|
1999
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.85M
|
+$841K
|
+877
|
+77%
|
|
|
2000
|
IFG Advisory
Atlanta,
Georgia
|
$1.84M
|
-$91.1K
|
-95
|
-5%
|
|
