|
1976
|
Aveo Capital Partners
Englewood,
Colorado
|
$578K
|
+$73.7K
|
+1,184
|
+14%
|
|
|
1977
|
|
$578K
|
–
|
–
|
–
|
|
|
1978
|
Summitry LLC
Foster City,
California
|
$578K
|
-$4.67K
|
-75
|
-0.8%
|
|
|
1979
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$577K
|
-$319K
|
-5,127
|
-35%
|
|
|
1980
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$576K
|
+$31K
|
+498
|
+5%
|
|
|
1981
|
Retirement Guys Formula
Maumee,
Ohio
|
$576K
|
+$27.2K
|
+438
|
+5%
|
|
|
1982
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$575K
|
-$622
|
-10
|
-0.1%
|
|
|
1983
|
Red Door Wealth Management
Memphis,
Tennessee
|
$574K
|
+$38.2K
|
+614
|
+7%
|
|
|
1984
|
Woodward Diversified Capital
Bakersfield,
California
|
$572K
|
-$14.6K
|
-234
|
-2%
|
|
|
1985
|
|
$569K
|
+$73K
|
+1,174
|
+14%
|
|
|
1986
|
Angeles Investment Advisors
Santa Monica,
California
|
$569K
|
-$37.6K
|
-605
|
-6%
|
|
|
1987
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$568K
|
+$2.92K
|
+47
|
+0.5%
|
|
|
1988
|
One Day In July LLC
Burlington,
Vermont
|
$567K
|
-$205K
|
-3,300
|
-26%
|
|
|
1989
|
Prudent Man Advisors
Naperville,
Illinois
|
$567K
|
-$10.1K
|
-163
|
-2%
|
|
|
1990
|
Ferguson Shapiro
Decatur,
Georgia
|
$564K
|
+$29.4K
|
+473
|
+5%
|
|
|
1991
|
Alera Investment Advisors
Deerfield,
Illinois
|
$564K
|
+$21.5K
|
+346
|
+4%
|
|
|
1992
|
9258 Wealth Management
Blue Ash,
Ohio
|
$563K
|
-$50.1K
|
-805
|
-8%
|
|
|
1993
|
Front Barnett Associates
Chicago,
Illinois
|
$563K
|
–
|
–
|
–
|
|
|
1994
|
Stockman Wealth Management
Billings,
Montana
|
$563K
|
-$6.28K
|
-101
|
-1%
|
|
|
1995
|
Financial Management Professionals
Austin,
Texas
|
$562K
|
+$32.5K
|
+522
|
+6%
|
|
|
1996
|
Colonial River Investments
Midlothian,
Virginia
|
$561K
|
-$64.4K
|
-1,035
|
-10%
|
|
|
1997
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$561K
|
-$1.55K
|
-25
|
-0.3%
|
|
|
1998
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$559K
|
-$25.2K
|
-405
|
-4%
|
|
|
1999
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$558K
|
-$1.18K
|
-19
|
-0.2%
|
|
|
2000
|
Indie Asset Partners
Carmel,
Indiana
|
$558K
|
+$3.11K
|
+50
|
+0.5%
|
|
