|
1976
|
Equity Wealth Partners
Independence,
Missouri
|
$279K
|
+$268K
|
+1,311
|
New
|
|
|
1977
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$279K
|
+$51.2K
|
+250
|
+24%
|
|
|
1978
|
Sargent Investment Group
Bethesda,
Maryland
|
$279K
|
+$48.9K
|
+239
|
+22%
|
|
|
1979
|
Stack Financial Management
Whitefish,
Montana
|
$279K
|
+$268K
|
+1,309
|
New
|
|
|
1980
|
Bricktown Capital
Detroit,
Michigan
|
$278K
|
–
|
–
|
–
|
|
|
1981
|
Valley Wealth Managers
Paramus,
New Jersey
|
$277K
|
-$15.2M
|
-74,158
|
-98%
|
|
|
1982
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$277K
|
–
|
–
|
–
|
|
|
1983
|
SYM Financial Corp
Winona Lake,
Indiana
|
$276K
|
+$9.41K
|
+46
|
+4%
|
|
|
1984
|
Sylvest Advisors
Dallas,
Texas
|
$276K
|
+$50.1K
|
+245
|
+23%
|
|
|
1985
|
Tortoise Investment Management
White Plains,
New York
|
$275K
|
+$31.5K
|
+154
|
+14%
|
|
|
1986
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$275K
|
+$109K
|
+531
|
+70%
|
|
|
1987
|
Andina Capital Management
Lehi,
Utah
|
$275K
|
+$264K
|
+1,292
|
New
|
|
|
1988
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$275K
|
+$9.21K
|
+45
|
+3%
|
|
|
1989
|
Three Arch Wealth Management
Irvine,
California
|
$274K
|
–
|
–
|
–
|
|
|
1990
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$274K
|
+$264K
|
+1,290
|
New
|
|
|
1991
|
HBW Advisory Services
Simi Valley,
California
|
$274K
|
-$555K
|
-2,710
|
-68%
|
|
|
1992
|
Ascent Group
Virginia Beach,
Virginia
|
$273K
|
–
|
–
|
–
|
|
|
1993
|
Vines Capital Management
Monroe,
Louisiana
|
$271K
|
–
|
–
|
–
|
|
|
1994
|
Vertrix Wealth Management
Troy,
Michigan
|
$271K
|
+$261K
|
+1,273
|
New
|
|
|
1995
|
Compass Financial Services
West Des Moines,
Iowa
|
$270K
|
+$614
|
+3
|
+0.2%
|
|
|
1996
|
Act Wealth Management
Plano,
Texas
|
$270K
|
-$19.6K
|
-96
|
-7%
|
|
|
1997
|
Banque Transatlantique
Paris,
France
|
$270K
|
–
|
–
|
–
|
|
|
1998
|
Brave Asset Management
Summit,
New Jersey
|
$268K
|
–
|
–
|
–
|
|
|
1999
|
Chapman Financial Group
Kailua,
Hawaii
|
$268K
|
+$20.5K
|
+100
|
+9%
|
|
|
2000
|
Rather & Kittrell
Knoxville,
Tennessee
|
$267K
|
–
|
–
|
–
|
|
