|
1976
|
Mengis Capital Management
Portland,
Oregon
|
$3.1M
|
+$2.58K
|
+4
|
+0.1%
|
|
|
1977
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$3.09M
|
-$61.8K
|
-96
|
-2%
|
|
|
1978
|
Signature Resources Capital Management
Newport Beach,
California
|
$3.09M
|
–
|
–
|
–
|
|
|
1979
|
Lincoln Capital
Lincoln,
Nebraska
|
$3.09M
|
+$69.6K
|
+108
|
+2%
|
|
|
1980
|
Central Bank & Trust
Lexington,
Kentucky
|
$3.07M
|
-$496K
|
-770
|
-14%
|
|
|
1981
|
Meyer Handelman Company
Rye Brook,
New York
|
$3.07M
|
-$51.5K
|
-80
|
-2%
|
|
|
1982
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$3.07M
|
–
|
–
|
–
|
|
|
1983
|
Upper Left Wealth Management
Tampa,
Florida
|
$3.07M
|
-$19.3K
|
-30
|
-0.7%
|
|
|
1984
|
|
$3.05M
|
–
|
–
|
–
|
|
|
1985
|
Sachetta
Lynnfield,
Massachusetts
|
$3.04M
|
-$41.2K
|
-64
|
-1%
|
|
|
1986
|
Alteri Wealth
Westlake Village,
California
|
$3.04M
|
+$28.3K
|
+44
|
+1%
|
|
|
1987
|
Rossby Financial
Melbourne,
Florida
|
$3.03M
|
+$536K
|
+832
|
+23%
|
|
|
1988
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$3.03M
|
+$540K
|
+839
|
+23%
|
|
|
1989
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$3.03M
|
+$21.9K
|
+34
|
+0.8%
|
|
|
1990
|
Regimen Wealth
Atlanta,
Georgia
|
$3.03M
|
-$26.4K
|
-41
|
-0.9%
|
|
|
1991
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$3.03M
|
-$24.5K
|
-38
|
-0.8%
|
|
|
1992
|
Old North State Trust
Greensboro,
North Carolina
|
$3.02M
|
-$644
|
-1
|
-0%
|
|
|
1993
|
Manchester Capital Management
Manchester,
Vermont
|
$3.02M
|
-$99.8K
|
-155
|
-3%
|
|
|
1994
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$3.02M
|
-$20K
|
-31
|
-0.7%
|
|
|
1995
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$3.01M
|
+$217K
|
+337
|
+8%
|
|
|
1996
|
GHP Investment Advisors
Denver,
Colorado
|
$3M
|
+$1.93K
|
+3
|
+0.1%
|
|
|
1997
|
Flavin Financial Services
Melbourne,
Florida
|
$3M
|
+$72.1K
|
+112
|
+3%
|
|
|
1998
|
Rik Saylor Financial
Fairfield,
Ohio
|
$3M
|
–
|
–
|
–
|
|
|
1999
|
VisionPoint Advisory Group
Dallas,
Texas
|
$2.99M
|
-$911K
|
-1,414
|
-24%
|
|
|
2000
|
Clark Asset Management
Stratham,
New Hampshire
|
$2.99M
|
-$1.93K
|
-3
|
-0.1%
|
|
