|
1976
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$21K
|
+$21.3K
|
+124
|
New
|
|
|
1977
|
3 Factor Indexing
Sacramento,
California
|
$20.8K
|
–
|
–
|
–
|
|
|
1978
|
Millstone Evans Group
Boulder,
Colorado
|
$20.5K
|
-$62K
|
-360
|
-75%
|
|
|
1979
|
Olistico Wealth
Tulsa,
Oklahoma
|
$20.1K
|
–
|
–
|
–
|
|
|
1980
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$19.9K
|
-$255K
|
-1,479
|
-93%
|
|
|
1981
|
Manning & Napier Advisors
Fairport,
New York
|
$19.8K
|
+$19.6K
|
+114
|
New
|
|
|
1982
|
Arvest Investments
Lowell,
Arkansas
|
$19.8K
|
+$20.1K
|
+117
|
New
|
|
|
1983
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$19.4K
|
–
|
–
|
–
|
|
|
1984
|
Highline Wealth Partners
Sherman Oaks,
California
|
$19.3K
|
+$7.57K
|
+44
|
+63%
|
|
|
1985
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$19.3K
|
–
|
–
|
–
|
|
|
1986
|
Bare Financial Services
Gap,
Pennsylvania
|
$19.1K
|
+$7.57K
|
+44
|
+64%
|
|
|
1987
|
LGT Financial Advisors
Dallas,
Texas
|
$19K
|
–
|
–
|
–
|
|
|
1988
|
Marshall Investment Management
Littleton,
Colorado
|
$18.9K
|
+$19.3K
|
+112
|
New
|
|
|
1989
|
First Community Trust
Dubuque,
Iowa
|
$18.8K
|
–
|
–
|
–
|
|
|
1990
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$18.6K
|
+$172
|
+1
|
+0.9%
|
|
|
1991
|
First Pacific Financial
Vancouver,
Washington
|
$18.6K
|
-$3.1K
|
-18
|
-14%
|
|
|
1992
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$18.3K
|
+$18.6K
|
+108
|
New
|
|
|
1993
|
Raffa Wealth Management
Washington,
District of Columbia
|
$17.8K
|
+$1.21K
|
+7
|
+7%
|
|
|
1994
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$16.9K
|
-$29.3K
|
-170
|
-63%
|
|
|
1995
|
LifeSteps Financial
Claremont,
California
|
$16.9K
|
+$17.2K
|
+100
|
New
|
|
|
1996
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$16.9K
|
+$17.2K
|
+100
|
New
|
|
|
1997
|
Barrett & Company
Providence,
Rhode Island
|
$16.9K
|
–
|
–
|
–
|
|
|
1998
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$16.7K
|
–
|
–
|
–
|
|
|
1999
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$16.1K
|
–
|
–
|
–
|
|
|
2000
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$15.9K
|
–
|
–
|
–
|
|
