|
1976
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.52M
|
-$74K
|
-203
|
-4%
|
|
|
1977
|
Harvest Investment Advisors
Tallahassee,
Florida
|
$1.52M
|
+$14.9K
|
+41
|
+0.9%
|
|
|
1978
|
Elyxium Wealth
San Mateo,
California
|
$1.52M
|
-$7.29K
|
-20
|
-0.4%
|
|
|
1979
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$1.52M
|
+$104K
|
+286
|
+7%
|
|
|
1980
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.51M
|
+$191K
|
+525
|
+13%
|
|
|
1981
|
Means Investment Company
Bangor,
Maine
|
$1.51M
|
-$36.8K
|
-101
|
-2%
|
|
|
1982
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$1.51M
|
-$125K
|
-343
|
-7%
|
|
|
1983
|
Certuity
North Palm Beach,
Florida
|
$1.51M
|
-$421K
|
-1,155
|
-20%
|
|
|
1984
|
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
|
$1.51M
|
-$1.73M
|
-4,736
|
-51%
|
|
|
1985
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$1.51M
|
+$62.3K
|
+171
|
+4%
|
|
|
1986
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$1.5M
|
-$10.9K
|
-30
|
-0.7%
|
|
|
1987
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$1.5M
|
-$52.5K
|
-144
|
-3%
|
|
|
1988
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$1.49M
|
+$5.1K
|
+14
|
+0.3%
|
|
|
1989
|
Addison Advisors
Middlebury,
Vermont
|
$1.49M
|
+$62.7K
|
+172
|
+4%
|
|
|
1990
|
Orca Investment Management
Roseburg,
Oregon
|
$1.49M
|
-$56.1K
|
-154
|
-3%
|
|
|
1991
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.49M
|
-$62.7K
|
-172
|
-4%
|
|
|
1992
|
|
$1.49M
|
-$320K
|
-879
|
-16%
|
|
|
1993
|
Trust Company of the South
Greensboro,
North Carolina
|
$1.49M
|
+$9.11K
|
+25
|
+0.6%
|
|
|
1994
|
Chemistry Wealth Management
New York
|
$1.49M
|
–
|
–
|
–
|
|
|
1995
|
Kerusso Capital Management
Winston Salem,
North Carolina
|
$1.48M
|
-$117K
|
-320
|
-7%
|
|
|
1996
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.48M
|
–
|
–
|
–
|
|
|
1997
|
Sovran Advisors
San Diego,
California
|
$1.48M
|
+$52.5K
|
+144
|
+3%
|
|
|
1998
|
|
$1.48M
|
-$775K
|
-2,128
|
-32%
|
|
|
1999
|
CrossGen Wealth
Greenville,
North Carolina
|
$1.48M
|
-$34.3K
|
-94
|
-2%
|
|
|
2000
|
Trilogy Capital
Irvine,
California
|
$1.48M
|
+$91.5K
|
+251
|
+6%
|
|
