|
1976
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$451K
|
-$6.1K
|
-51
|
-1%
|
|
|
1977
|
Millennium Management
New York
|
$451K
|
+$448K
|
+3,750
|
New
|
|
|
1978
|
Carbahal Olsen Financial Services Group
Davis,
California
|
$450K
|
+$19.1K
|
+160
|
+4%
|
|
|
1979
|
DKM Wealth Management
Stockton,
California
|
$448K
|
-$12K
|
-100
|
-3%
|
|
|
1980
|
McRae Capital Management
Morristown,
New Jersey
|
$448K
|
-$73.2K
|
-612
|
-14%
|
|
|
1981
|
NCM Capital Management
Ramsey,
New Jersey
|
$448K
|
-$2.99K
|
-25
|
-0.7%
|
|
|
1982
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$448K
|
–
|
–
|
–
|
|
|
1983
|
Howard Wealth Management
Madison,
Connecticut
|
$447K
|
+$28.9K
|
+242
|
+7%
|
|
|
1984
|
PAX Financial Group
San Antonio,
Texas
|
$447K
|
-$255K
|
-2,131
|
-36%
|
|
|
1985
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$446K
|
+$12K
|
+100
|
+3%
|
|
|
1986
|
Garner Asset Management Corp
Plano,
Texas
|
$445K
|
-$1.08K
|
-9
|
-0.2%
|
|
|
1987
|
True Link Financial Advisors
San Francisco,
California
|
$445K
|
+$18.2K
|
+152
|
+4%
|
|
|
1988
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$443K
|
–
|
–
|
–
|
|
|
1989
|
Orleans Capital Management
Mandeville,
Louisiana
|
$443K
|
+$441K
|
+3,687
|
New
|
|
|
1990
|
Ashford Advisors
Pittsford,
New York
|
$443K
|
-$236K
|
-1,977
|
-35%
|
|
|
1991
|
AmeriFlex Group
Las Vegas,
Nevada
|
$442K
|
+$205K
|
+1,716
|
+87%
|
|
|
1992
|
Wiser Advisor Group
Phoenix,
Arizona
|
$441K
|
+$19.5K
|
+163
|
+5%
|
|
|
1993
|
Sentinel Trust
Houston,
Texas
|
$441K
|
–
|
–
|
–
|
|
|
1994
|
Hixon Zuercher
Findlay,
Ohio
|
$439K
|
–
|
–
|
–
|
|
|
1995
|
Sentry LLC
Memphis,
Tennessee
|
$433K
|
–
|
–
|
–
|
|
|
1996
|
XTX Topco
George Town,
Cayman Islands
|
$432K
|
-$1.18M
|
-9,873
|
-73%
|
|
|
1997
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$432K
|
-$393K
|
-3,289
|
-48%
|
|
|
1998
|
Tred Avon Family Wealth
Easton,
Maryland
|
$432K
|
-$97.2K
|
-813
|
-18%
|
|
|
1999
|
KCM Investment Advisors
Greenbrae,
California
|
$430K
|
-$45K
|
-376
|
-10%
|
|
|
2000
|
CFM Wealth Partners
Austin,
Texas
|
$430K
|
–
|
–
|
–
|
|
