|
1976
|
Taylor Financial Group
Roanoke,
Virginia
|
$430K
|
–
|
–
|
–
|
|
|
1977
|
Rexford Capital
Bellaire,
Texas
|
$430K
|
+$1.94K
|
+19
|
+0.4%
|
|
|
1978
|
WrapManager Inc
Mill Valley,
California
|
$429K
|
-$714
|
-7
|
-0.2%
|
|
|
1979
|
Sovereign Financial Group
Stamford,
Connecticut
|
$426K
|
-$23.3K
|
-229
|
-5%
|
|
|
1980
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$426K
|
-$12.3K
|
-121
|
-3%
|
|
|
1981
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$426K
|
-$36.6K
|
-359
|
-8%
|
|
|
1982
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$425K
|
-$27.5K
|
-270
|
-6%
|
|
|
1983
|
Root Financial Partners
Encinitas,
California
|
$425K
|
-$23.1K
|
-227
|
-5%
|
|
|
1984
|
Beck Mack & Oliver
New York
|
$424K
|
-$11.9K
|
-117
|
-3%
|
|
|
1985
|
Manchester Financial
Westlake Village,
California
|
$423K
|
-$5.2K
|
-51
|
-1%
|
|
|
1986
|
180 Wealth Advisors
Federal Way,
Washington
|
$423K
|
+$6.12K
|
+60
|
+1%
|
|
|
1987
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$423K
|
+$19.4K
|
+190
|
+5%
|
|
|
1988
|
Client 1st Advisory Group
Dunedin,
Florida
|
$423K
|
+$29.4K
|
+288
|
+7%
|
|
|
1989
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$422K
|
-$26.1K
|
-256
|
-6%
|
|
|
1990
|
McDonald Partners
Cleveland,
Ohio
|
$422K
|
-$6.73K
|
-66
|
-1%
|
|
|
1991
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$421K
|
-$2.45K
|
-24
|
-0.5%
|
|
|
1992
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$421K
|
-$19.1K
|
-187
|
-4%
|
|
|
1993
|
Jupiter Wealth Management
Glendale,
Colorado
|
$421K
|
-$208K
|
-2,045
|
-32%
|
|
|
1994
|
Orca Investment Management
Roseburg,
Oregon
|
$421K
|
-$6.73K
|
-66
|
-1%
|
|
|
1995
|
|
$420K
|
-$422K
|
-4,144
|
-49%
|
|
|
1996
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$419K
|
+$120K
|
+1,173
|
+37%
|
|
|
1997
|
Zacks Investment Management
Chicago,
Illinois
|
$419K
|
+$23K
|
+226
|
+5%
|
|
|
1998
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$418K
|
–
|
–
|
–
|
|
|
1999
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$418K
|
-$88.7K
|
-870
|
-17%
|
|
|
2000
|
One Wealth Advisors
San Francisco,
California
|
$418K
|
+$19.5K
|
+191
|
+5%
|
|
