|
1976
|
Stembrook Asset Management
Red Bank,
New Jersey
|
$318K
|
–
|
–
|
–
|
|
|
1977
|
Purus Wealth Management
Newport Beach,
California
|
$318K
|
+$227
|
+1
|
+0.1%
|
|
|
1978
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$318K
|
-$17.7K
|
-78
|
-5%
|
|
|
1979
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$318K
|
+$327K
|
+1,440
|
New
|
|
|
1980
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$317K
|
-$12.9K
|
-57
|
-4%
|
|
|
1981
|
Orleans Capital Management
Mandeville,
Louisiana
|
$317K
|
–
|
–
|
–
|
|
|
1982
|
Maxele Advisors
Webster Groves,
Missouri
|
$316K
|
+$326K
|
+1,434
|
New
|
|
|
1983
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$316K
|
-$1.36K
|
-6
|
-0.4%
|
|
|
1984
|
CFO4Life Group
Coppell,
Texas
|
$316K
|
-$31.3K
|
-138
|
-9%
|
|
|
1985
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$316K
|
-$454
|
-2
|
-0.1%
|
|
|
1986
|
Parcion Private Wealth
Bellevue,
Washington
|
$315K
|
-$49.5K
|
-218
|
-13%
|
|
|
1987
|
IFC Advisors
Los Angeles,
California
|
$314K
|
+$14.3K
|
+63
|
+5%
|
|
|
1988
|
Clearstead Trust
Portland,
Maine
|
$314K
|
–
|
–
|
–
|
|
|
1989
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$314K
|
+$1.14K
|
+5
|
+0.4%
|
|
|
1990
|
Wilkins Miller Wealth Management
Mobile,
Alabama
|
$314K
|
+$681
|
+3
|
+0.2%
|
|
|
1991
|
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
$313K
|
-$7.95K
|
-35
|
-2%
|
|
|
1992
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$311K
|
–
|
–
|
–
|
|
|
1993
|
Garrison Point Advisors
Walnut Creek,
California
|
$311K
|
–
|
–
|
–
|
|
|
1994
|
Helen Stephens Group
Fort Worth,
Texas
|
$311K
|
-$227
|
-1
|
-0.1%
|
|
|
1995
|
Wallace Advisory Group
Lafayette,
California
|
$310K
|
-$72.4K
|
-319
|
-18%
|
|
|
1996
|
Trilogy Capital
Irvine,
California
|
$310K
|
-$63.6K
|
-280
|
-17%
|
|
|
1997
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$310K
|
+$36.8K
|
+162
|
+13%
|
|
|
1998
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$310K
|
–
|
–
|
–
|
|
|
1999
|
Partners Wealth Management
Carmel By The Sea,
California
|
$309K
|
–
|
–
|
–
|
|
|
2000
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$308K
|
–
|
–
|
–
|
|
