|
1976
|
Orion Capital Management
Coronado,
California
|
$471K
|
+$33.9K
|
+55
|
+8%
|
|
|
1977
|
Belfer Management
New York
|
$469K
|
+$17.2K
|
+28
|
+4%
|
|
|
1978
|
Mason & Associates (California)
Los Angeles,
California
|
$469K
|
–
|
–
|
–
|
|
|
1979
|
Manske Wealth Management
Houston,
Texas
|
$469K
|
+$35.7K
|
+58
|
+8%
|
|
|
1980
|
Dodge & Cox
San Francisco,
California
|
$468K
|
–
|
–
|
–
|
|
|
1981
|
Equitable Trust
Nashville,
Tennessee
|
$466K
|
-$312K
|
-506
|
-40%
|
|
|
1982
|
CFM Wealth Partners
Austin,
Texas
|
$466K
|
–
|
–
|
–
|
|
|
1983
|
JB Capital
Wethersfield,
Connecticut
|
$466K
|
+$19.7K
|
+32
|
+4%
|
|
|
1984
|
Montecito Bank & Trust
Santa Barbara,
California
|
$465K
|
+$21.6K
|
+35
|
+5%
|
|
|
1985
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$465K
|
+$203K
|
+330
|
+75%
|
|
|
1986
|
Community Trust & Investment
Versailles,
Kentucky
|
$465K
|
–
|
–
|
–
|
|
|
1987
|
New Republic Capital
Charlotte,
North Carolina
|
$464K
|
-$219K
|
-356
|
-32%
|
|
|
1988
|
Affinity Investment Advisors
Newport Beach,
California
|
$464K
|
-$18.5K
|
-30
|
-4%
|
|
|
1989
|
Moody National Bank Trust Division
Galveston,
Texas
|
$464K
|
+$71.5K
|
+116
|
+18%
|
|
|
1990
|
Marotta Asset Management
Charlottesville,
Virginia
|
$463K
|
–
|
–
|
–
|
|
|
1991
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$463K
|
-$16K
|
-26
|
-3%
|
|
|
1992
|
Grove Bank & Trust
Miami,
Florida
|
$463K
|
-$2.46K
|
-4
|
-0.5%
|
|
|
1993
|
RBA Wealth Management
Newport Beach,
California
|
$463K
|
-$29.6K
|
-48
|
-6%
|
|
|
1994
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$462K
|
+$471K
|
+765
|
New
|
|
|
1995
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$462K
|
+$15.4K
|
+25
|
+3%
|
|
|
1996
|
Destiny Wealth Partners
Tavares,
Florida
|
$461K
|
+$616
|
+1
|
+0.1%
|
|
|
1997
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$461K
|
-$9.86K
|
-16
|
-2%
|
|
|
1998
|
Disciplined Investors
Waco,
Texas
|
$461K
|
+$616
|
+1
|
+0.1%
|
|
|
1999
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$461K
|
+$469K
|
+762
|
New
|
|
|
2000
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$461K
|
+$469K
|
+762
|
New
|
|
