|
1976
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$1.41M
|
+$7.57K
|
+52
|
+0.5%
|
|
|
1977
|
South Plains Financial
Lubbock,
Texas
|
$1.4M
|
-$29.8K
|
-205
|
-2%
|
|
|
1978
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$1.4M
|
+$16.3K
|
+112
|
+1%
|
|
|
1979
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.4M
|
+$41.6K
|
+286
|
+3%
|
|
|
1980
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$1.4M
|
+$437K
|
+3,000
|
+46%
|
|
|
1981
|
Palumbo Wealth Management
Great Neck,
New York
|
$1.39M
|
+$4.22K
|
+29
|
+0.3%
|
|
|
1982
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.39M
|
-$290K
|
-1,995
|
-17%
|
|
|
1983
|
SimplyRich
Carlsbad,
California
|
$1.39M
|
+$713K
|
+4,899
|
+72%
|
|
|
1984
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$1.39M
|
+$999K
|
+6,861
|
+263%
|
|
|
1985
|
Fluent Financial
Dallas,
Texas
|
$1.39M
|
+$1.38M
|
+9,457
|
New
|
|
|
1986
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.38M
|
-$45.1K
|
-310
|
-3%
|
|
|
1987
|
Compass Wealth Management
Guilford,
Connecticut
|
$1.38M
|
+$1.37M
|
+9,439
|
New
|
|
|
1988
|
Arista Wealth Management
Las Vegas,
Nevada
|
$1.38M
|
-$157K
|
-1,078
|
-10%
|
|
|
1989
|
West Family Investments
Carlsbad,
California
|
$1.38M
|
-$106K
|
-729
|
-7%
|
|
|
1990
|
Evanson Financial
Mclean,
Virginia
|
$1.38M
|
+$1.37M
|
+9,396
|
New
|
|
|
1991
|
Axecap Investments
Mason,
Ohio
|
$1.38M
|
–
|
–
|
–
|
|
|
1992
|
Marshall Wace
London,
United Kingdom
|
$1.38M
|
+$1.37M
|
+9,385
|
New
|
|
|
1993
|
Centurion Wealth Management
Mclean,
Virginia
|
$1.38M
|
-$109K
|
-749
|
-7%
|
|
|
1994
|
Union Savings Bank
Litchfield,
Connecticut
|
$1.38M
|
-$142K
|
-978
|
-9%
|
|
|
1995
|
VanWeelden Wealth Management
West Chester Township,
Ohio
|
$1.37M
|
-$87K
|
-598
|
-6%
|
|
|
1996
|
Greatmark Investment Partners
Columbus,
Georgia
|
$1.37M
|
–
|
–
|
–
|
|
|
1997
|
CRA Financial Services
Northfield,
New Jersey
|
$1.37M
|
+$10.2K
|
+70
|
+0.8%
|
|
|
1998
|
Banque de Luxembourg
Luxembourg
|
$1.37M
|
-$13.4K
|
-92
|
-1%
|
|
|
1999
|
Townsend Asset Management
Raleigh,
North Carolina
|
$1.37M
|
+$22.9K
|
+157
|
+2%
|
|
|
2000
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.37M
|
+$97.5K
|
+670
|
+8%
|
|
