|
1976
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$1.19M
|
-$42.7K
|
-370
|
-4%
|
|
|
1977
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$1.19M
|
-$80.2K
|
-695
|
-7%
|
|
|
1978
|
Evernest Financial Advisors
Carmel,
Indiana
|
$1.19M
|
+$5.89K
|
+51
|
+0.5%
|
|
|
1979
|
Continuum Advisory
Eagle,
Idaho
|
$1.19M
|
+$93.2K
|
+807
|
+9%
|
|
|
1980
|
Argentarii
Cincinnati,
Ohio
|
$1.19M
|
+$225K
|
+1,946
|
+25%
|
|
|
1981
|
Formidable Asset Management
Cincinnati,
Ohio
|
$1.19M
|
-$53.5K
|
-463
|
-4%
|
|
|
1982
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.19M
|
+$29.1K
|
+252
|
+3%
|
|
|
1983
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$1.19M
|
-$693
|
-6
|
-0.1%
|
|
|
1984
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.18M
|
+$29.6K
|
+256
|
+3%
|
|
|
1985
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.18M
|
-$157K
|
-1,356
|
-12%
|
|
|
1986
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.18M
|
+$16.3K
|
+141
|
+1%
|
|
|
1987
|
Wealth Effects
Boston,
Massachusetts
|
$1.18M
|
–
|
–
|
–
|
|
|
1988
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.18M
|
+$92.1K
|
+798
|
+9%
|
|
|
1989
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.18M
|
+$64.9K
|
+562
|
+6%
|
|
|
1990
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$1.18M
|
-$21.1K
|
-183
|
-2%
|
|
|
1991
|
Farmers National Bank
Danville,
Kentucky
|
$1.17M
|
+$39.7K
|
+344
|
+4%
|
|
|
1992
|
Intellectus Partners
San Francisco,
California
|
$1.17M
|
-$45.3K
|
-392
|
-4%
|
|
|
1993
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.17M
|
-$1.04K
|
-9
|
-0.1%
|
|
|
1994
|
Patron Partners
Houston,
Texas
|
$1.16M
|
-$127K
|
-1,100
|
-10%
|
|
|
1995
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.16M
|
-$99.3K
|
-860
|
-8%
|
|
|
1996
|
Lafayette Investments
Ashton,
Maryland
|
$1.16M
|
-$5.89K
|
-51
|
-0.5%
|
|
|
1997
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$1.16M
|
+$281K
|
+2,430
|
+34%
|
|
|
1998
|
|
$1.16M
|
-$110K
|
-957
|
-9%
|
|
|
1999
|
|
$1.16M
|
-$46.2K
|
-400
|
-4%
|
|
|
2000
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$1.15M
|
–
|
–
|
–
|
|
