|
1976
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.04M
|
+$304K
|
+643
|
+43%
|
|
|
1977
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.04M
|
-$170K
|
-359
|
-14%
|
|
|
1978
|
Rise Advisors
Rochester,
New York
|
$1.04M
|
+$3.31K
|
+7
|
+0.3%
|
|
|
1979
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$1.04M
|
–
|
–
|
–
|
|
|
1980
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$1.04M
|
-$14.7K
|
-31
|
-1%
|
|
|
1981
|
Core Wealth Partners
Santa Rosa,
California
|
$1.04M
|
-$83.8K
|
-177
|
-8%
|
|
|
1982
|
Trivant Custom Portfolio Group
San Diego,
California
|
$1.03M
|
+$35.5K
|
+75
|
+4%
|
|
|
1983
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
$1.03M
|
-$163K
|
-345
|
-14%
|
|
|
1984
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$1.03M
|
–
|
–
|
–
|
|
|
1985
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$1.03M
|
-$16.1K
|
-34
|
-2%
|
|
|
1986
|
S.A. Mason
Holland,
Michigan
|
$1.03M
|
+$118K
|
+250
|
+13%
|
|
|
1987
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$1.03M
|
+$458K
|
+968
|
+85%
|
|
|
1988
|
Sittner & Nelson
Eugene,
Oregon
|
$1.03M
|
–
|
–
|
–
|
|
|
1989
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.03M
|
+$19.4K
|
+41
|
+2%
|
|
|
1990
|
Scott & Selber Inc
Houston,
Texas
|
$1.02M
|
-$47.3K
|
-100
|
-5%
|
|
|
1991
|
RB Capital Management
Reno,
Nevada
|
$1.02M
|
+$95.6K
|
+202
|
+11%
|
|
|
1992
|
Angeles Wealth Management
Santa Monica,
California
|
$1.02M
|
+$237K
|
+500
|
+31%
|
|
|
1993
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$1.02M
|
+$493K
|
+1,041
|
+99%
|
|
|
1994
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$1.02M
|
+$10.4K
|
+22
|
+1%
|
|
|
1995
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1.02M
|
+$42.6K
|
+90
|
+4%
|
|
|
1996
|
Saiph Capital
Wyckoff,
New Jersey
|
$1.02M
|
+$87.5K
|
+185
|
+10%
|
|
|
1997
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$1.02M
|
+$17.5K
|
+37
|
+2%
|
|
|
1998
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
1999
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.02M
|
-$26.5K
|
-56
|
-3%
|
|
|
2000
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.02M
|
+$87.1K
|
+184
|
+10%
|
|
