|
1976
|
|
$3.19M
|
-$107K
|
-459
|
-4%
|
|
|
1977
|
Forty-three Eighteen Advisors
Bentonville,
Arkansas
|
$3.19M
|
–
|
–
|
–
|
|
|
1978
|
Davis Asset Management
Sausalito,
California
|
$3.17M
|
–
|
–
|
–
|
|
|
1979
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$3.17M
|
-$67.1K
|
-288
|
-2%
|
|
|
1980
|
Painted Porch Advisors
Santa Barbara,
California
|
$3.17M
|
+$180K
|
+774
|
+7%
|
|
|
1981
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$3.17M
|
-$20K
|
-86
|
-0.7%
|
|
|
1982
|
United Bank (Georgia)
Zebulon,
Georgia
|
$3.17M
|
-$2.1K
|
-9
|
-0.1%
|
|
|
1983
|
PFW Advisors
Atlanta,
Georgia
|
$3.16M
|
-$158K
|
-680
|
-5%
|
|
|
1984
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$3.15M
|
-$3.5K
|
-15
|
-0.1%
|
|
|
1985
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$3.15M
|
+$105K
|
+449
|
+4%
|
|
|
1986
|
Hilltop National Bank
Casper,
Wyoming
|
$3.15M
|
-$110K
|
-470
|
-4%
|
|
|
1987
|
Centaurus Financial
Anaheim,
California
|
$3.15M
|
+$956K
|
+4,103
|
+50%
|
|
|
1988
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$3.14M
|
-$35K
|
-150
|
-1%
|
|
|
1989
|
Berkeley Capital Partners
Milton,
Georgia
|
$3.14M
|
-$55.5K
|
-238
|
-2%
|
|
|
1990
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$3.13M
|
-$552K
|
-2,368
|
-16%
|
|
|
1991
|
Financial Engines Advisors
Santa Clara,
California
|
$3.13M
|
+$64.1K
|
+275
|
+2%
|
|
|
1992
|
Gables Capital Management
Miami,
Florida
|
$3.12M
|
–
|
–
|
–
|
|
|
1993
|
Holistic Planning
Nacogdoches,
Texas
|
$3.12M
|
+$1.73M
|
+7,419
|
+152%
|
|
|
1994
|
Spire Wealth Management
Mclean,
Virginia
|
$3.11M
|
-$248K
|
-1,063
|
-8%
|
|
|
1995
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$3.11M
|
-$70.2K
|
-301
|
-2%
|
|
|
1996
|
Crews Bank & Trust
Wauchula,
Florida
|
$3.11M
|
-$16.5K
|
-71
|
-0.6%
|
|
|
1997
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$3.11M
|
+$181K
|
+775
|
+7%
|
|
|
1998
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$3.1M
|
+$324K
|
+1,389
|
+13%
|
|
|
1999
|
Bourne Lent Asset Management
Pawling,
New York
|
$3.1M
|
-$466K
|
-2,000
|
-14%
|
|
|
2000
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$3.1M
|
-$25.4K
|
-109
|
-0.9%
|
|
