|
1976
|
Cardiff Park Advisors
Carlsbad,
California
|
$941K
|
+$885K
|
+5,419
|
New
|
|
|
1977
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$938K
|
+$882K
|
+5,399
|
New
|
|
|
1978
|
SimplyRich
Carlsbad,
California
|
$936K
|
–
|
–
|
–
|
|
|
1979
|
Columbia Trust
Portland,
Oregon
|
$934K
|
–
|
–
|
–
|
|
|
1980
|
|
$932K
|
-$67.8K
|
-415
|
-7%
|
|
|
1981
|
Summit Securities Group
New York
|
$931K
|
-$716K
|
-4,383
|
-45%
|
|
|
1982
|
Virtue Capital Management
Brentwood,
Tennessee
|
$923K
|
-$104K
|
-636
|
-11%
|
|
|
1983
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$922K
|
-$49K
|
-300
|
-5%
|
|
|
1984
|
Lion Street Advisors
Austin,
Texas
|
$921K
|
+$1.14K
|
+7
|
+0.1%
|
|
|
1985
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$916K
|
+$861K
|
+5,274
|
New
|
|
|
1986
|
Curated Wealth Partners
El Segundo,
California
|
$914K
|
+$4.08K
|
+25
|
+0.5%
|
|
|
1987
|
9258 Wealth Management
Blue Ash,
Ohio
|
$914K
|
+$24.8K
|
+152
|
+3%
|
|
|
1988
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$911K
|
–
|
–
|
–
|
|
|
1989
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$910K
|
–
|
–
|
–
|
|
|
1990
|
Infusive Asset Management
New York
|
$909K
|
-$20.9K
|
-128
|
-2%
|
|
|
1991
|
Dodge & Cox
San Francisco,
California
|
$908K
|
-$24.5K
|
-150
|
-3%
|
|
|
1992
|
Montis Financial
Waltham,
Massachusetts
|
$907K
|
-$9.31K
|
-57
|
-1%
|
|
|
1993
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$903K
|
-$107K
|
-656
|
-11%
|
|
|
1994
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$903K
|
–
|
–
|
–
|
|
|
1995
|
Legacy Bridge
West Des Moines,
Iowa
|
$903K
|
+$4.9K
|
+30
|
+0.6%
|
|
|
1996
|
Wedgewood Investors
Erie,
Pennsylvania
|
$902K
|
–
|
–
|
–
|
|
|
1997
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$902K
|
+$17.2K
|
+105
|
+2%
|
|
|
1998
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$897K
|
-$2.61K
|
-16
|
-0.3%
|
|
|
1999
|
Cooper Financial Group
Irvine,
California
|
$896K
|
-$362K
|
-2,214
|
-30%
|
|
|
2000
|
Goepper Burkhardt
Greenville,
South Carolina
|
$895K
|
+$4.25K
|
+26
|
+0.5%
|
|
