|
1976
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.47M
|
-$22K
|
-141
|
-1%
|
|
|
1977
|
|
$1.46M
|
+$1.49M
|
+9,528
|
New
|
|
|
1978
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.46M
|
-$20.1K
|
-129
|
-1%
|
|
|
1979
|
Integral Investment Advisors
Turlock,
California
|
$1.46M
|
-$31.1K
|
-199
|
-2%
|
|
|
1980
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.46M
|
+$950K
|
+6,081
|
+178%
|
|
|
1981
|
Custom Index Systems
New York
|
$1.46M
|
+$316K
|
+2,024
|
+27%
|
|
|
1982
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.45M
|
+$391K
|
+2,505
|
+36%
|
|
|
1983
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$1.45M
|
-$79.5K
|
-509
|
-5%
|
|
|
1984
|
Essex Investment Management
Boston,
Massachusetts
|
$1.45M
|
–
|
–
|
–
|
|
|
1985
|
HCR Wealth Advisors
Los Angeles,
California
|
$1.45M
|
-$16.1K
|
-103
|
-1%
|
|
|
1986
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
$1.45M
|
+$32K
|
+205
|
+2%
|
|
|
1987
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$1.45M
|
+$156K
|
+996
|
+12%
|
|
|
1988
|
YANKCOM Partnership
Yankton,
South Dakota
|
$1.45M
|
+$23.1K
|
+148
|
+2%
|
|
|
1989
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$1.45M
|
+$150K
|
+960
|
+11%
|
|
|
1990
|
Evanson Asset Management
Carmel,
California
|
$1.44M
|
-$189K
|
-1,207
|
-11%
|
|
|
1991
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$1.44M
|
+$312
|
+2
|
+0%
|
|
|
1992
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.44M
|
–
|
–
|
–
|
|
|
1993
|
Sittner & Nelson
Eugene,
Oregon
|
$1.44M
|
-$121K
|
-773
|
-8%
|
|
|
1994
|
Finivi Inc
Westborough,
Massachusetts
|
$1.44M
|
-$781
|
-5
|
-0.1%
|
|
|
1995
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.43M
|
-$7.81K
|
-50
|
-0.5%
|
|
|
1996
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$1.43M
|
+$71.2K
|
+456
|
+5%
|
|
|
1997
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$1.43M
|
-$835K
|
-5,347
|
-36%
|
|
|
1998
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.43M
|
+$12.7K
|
+81
|
+0.9%
|
|
|
1999
|
Compass Wealth Management
Guilford,
Connecticut
|
$1.43M
|
-$39K
|
-250
|
-3%
|
|
|
2000
|
CFM Wealth Partners
Austin,
Texas
|
$1.43M
|
-$194K
|
-1,241
|
-12%
|
|
