|
1976
|
Callan Capital
La Jolla,
California
|
$438K
|
-$60.9K
|
-372
|
-12%
|
|
|
1977
|
Davidson Investment Advisors
Great Falls,
Montana
|
$438K
|
-$40.9K
|
-250
|
-8%
|
|
|
1978
|
Ariadne Wealth Management
Santa Barbara,
California
|
$437K
|
+$32.9K
|
+201
|
+9%
|
|
|
1979
|
Presidio Capital Management
San Diego,
California
|
$436K
|
+$327
|
+2
|
+0.1%
|
|
|
1980
|
Capital International Investors
Los Angeles,
California
|
$436K
|
+$1.47K
|
+9
|
+0.3%
|
|
|
1981
|
Whipplewood Advisors
Littleton,
Colorado
|
$435K
|
+$464K
|
+2,832
|
New
|
|
|
1982
|
Opes Wealth Management
Menlo Park,
California
|
$435K
|
+$4.91K
|
+30
|
+1%
|
|
|
1983
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$434K
|
+$463K
|
+2,828
|
New
|
|
|
1984
|
|
$432K
|
-$99.7K
|
-609
|
-18%
|
|
|
1985
|
Trivium Point Advisory
Westport,
Connecticut
|
$432K
|
+$136K
|
+833
|
+42%
|
|
|
1986
|
LifePlan Financial
Mankato,
Minnesota
|
$432K
|
+$58.6K
|
+358
|
+15%
|
|
|
1987
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$431K
|
-$2.46K
|
-15
|
-0.5%
|
|
|
1988
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$431K
|
–
|
–
|
–
|
|
|
1989
|
Seven Mile Advisory
Ewing,
New Jersey
|
$430K
|
+$55.5K
|
+339
|
+14%
|
|
|
1990
|
360 Financial
Wayzata,
Minnesota
|
$430K
|
–
|
–
|
–
|
|
|
1991
|
Childress Capital Advisors
Houston,
Texas
|
$430K
|
+$27.3K
|
+167
|
+6%
|
|
|
1992
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$428K
|
+$17.5K
|
+107
|
+4%
|
|
|
1993
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$427K
|
+$5.73K
|
+35
|
+1%
|
|
|
1994
|
Everhart Financial Group
Dublin,
Ohio
|
$427K
|
-$199K
|
-1,216
|
-30%
|
|
|
1995
|
Quantum Financial Advisors
El Segundo,
California
|
$426K
|
-$11.5K
|
-70
|
-2%
|
|
|
1996
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$426K
|
-$3.44K
|
-21
|
-0.8%
|
|
|
1997
|
Simplicity Wealth
Summit,
New Jersey
|
$426K
|
-$924K
|
-5,645
|
-67%
|
|
|
1998
|
D'Orazio & Associates
Falls Church,
Virginia
|
$425K
|
-$19K
|
-116
|
-4%
|
|
|
1999
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$425K
|
+$1.64K
|
+10
|
+0.4%
|
|
|
2000
|
MBA Advisors
Hermitage,
Pennsylvania
|
$424K
|
+$21.8K
|
+133
|
+5%
|
|
