|
1976
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$503K
|
+$6.09K
|
+83
|
+1%
|
|
|
1977
|
CFM Wealth Partners
Austin,
Texas
|
$501K
|
–
|
–
|
–
|
|
|
1978
|
Strategic Equity Management
Tucson,
Arizona
|
$499K
|
–
|
–
|
–
|
|
|
1979
|
Freedom Investment Management
Hartford,
Connecticut
|
$499K
|
+$45.5K
|
+620
|
+11%
|
|
|
1980
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$499K
|
-$1.36M
|
-18,588
|
-74%
|
|
|
1981
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$496K
|
-$12.1K
|
-165
|
-2%
|
|
|
1982
|
Mission Financial Group
Las Vegas,
Nevada
|
$495K
|
+$471K
|
+6,424
|
New
|
|
|
1983
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$494K
|
-$10.1K
|
-137
|
-2%
|
|
|
1984
|
Everhart Financial Group
Dublin,
Ohio
|
$494K
|
-$149K
|
-2,033
|
-24%
|
|
|
1985
|
Advisor OS
Chicago,
Illinois
|
$494K
|
-$79K
|
-1,076
|
-14%
|
|
|
1986
|
Auxano Advisors
Bellevue,
Washington
|
$491K
|
+$1.1K
|
+15
|
+0.2%
|
|
|
1987
|
Successful Portfolios
Clearwater,
Florida
|
$490K
|
-$10.1K
|
-137
|
-2%
|
|
|
1988
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$490K
|
+$45.8K
|
+624
|
+11%
|
|
|
1989
|
Meridian Financial Partners
Warrenton,
Virginia
|
$489K
|
–
|
–
|
–
|
|
|
1990
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$488K
|
–
|
–
|
–
|
|
|
1991
|
Next Level Wealth Planning
Meridian,
Idaho
|
$488K
|
-$24.1K
|
-329
|
-5%
|
|
|
1992
|
Peregrine Asset Advisers
Portland,
Oregon
|
$487K
|
-$11.4K
|
-156
|
-2%
|
|
|
1993
|
BankPlus Trust Department
Jackson,
Mississippi
|
$486K
|
–
|
–
|
–
|
|
|
1994
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$486K
|
–
|
–
|
–
|
|
|
1995
|
Fermata Advisors
Sonoma,
California
|
$486K
|
+$7.56K
|
+103
|
+2%
|
|
|
1996
|
Marrick Wealth
Irvine,
California
|
$486K
|
+$59.6K
|
+812
|
+15%
|
|
|
1997
|
Requisite Capital Management
Dallas,
Texas
|
$484K
|
-$554K
|
-7,550
|
-55%
|
|
|
1998
|
Ashford Advisors
Pittsford,
New York
|
$482K
|
–
|
–
|
–
|
|
|
1999
|
Mystic Asset Management
Warwick,
Rhode Island
|
$482K
|
-$7.34K
|
-100
|
-2%
|
|
|
2000
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$481K
|
-$24.4K
|
-332
|
-5%
|
|
