|
1976
|
Beta Wealth Group
San Diego,
California
|
$531K
|
+$25.6K
|
+202
|
+5%
|
|
|
1977
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$530K
|
-$264K
|
-2,082
|
-34%
|
|
|
1978
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$530K
|
–
|
–
|
–
|
|
|
1979
|
Womack Financial
Dallas,
Texas
|
$528K
|
–
|
–
|
–
|
|
|
1980
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$527K
|
-$54.4K
|
-429
|
-10%
|
|
|
1981
|
Copley Financial Group
San Diego,
California
|
$527K
|
-$21.2K
|
-167
|
-4%
|
|
|
1982
|
Wambolt & Associates
Littleton,
Colorado
|
$527K
|
-$29.9K
|
-236
|
-6%
|
|
|
1983
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$526K
|
-$28K
|
-221
|
-5%
|
|
|
1984
|
AXS Investments
Port Chester,
New York
|
$524K
|
+$20.4K
|
+161
|
+4%
|
|
|
1985
|
Jackson Wealth Management
Lake Mary,
Florida
|
$522K
|
+$499K
|
+3,939
|
New
|
|
|
1986
|
Counterweight Ventures
Wilmington,
North Carolina
|
$521K
|
–
|
–
|
–
|
|
|
1987
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$520K
|
-$60K
|
-473
|
-11%
|
|
|
1988
|
Enclave Advisors
Austin,
Texas
|
$518K
|
+$1.65K
|
+13
|
+0.3%
|
|
|
1989
|
LSV Asset Management
Chicago,
Illinois
|
$517K
|
-$228K
|
-1,800
|
-32%
|
|
|
1990
|
Cardiff Park Advisors
Carlsbad,
California
|
$516K
|
–
|
–
|
–
|
|
|
1991
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$516K
|
+$23.2K
|
+183
|
+5%
|
|
|
1992
|
US Financial Advisors
Braintree,
Massachusetts
|
$516K
|
-$1.77K
|
-14
|
-0.4%
|
|
|
1993
|
American National Bank & Trust
Wichita Falls,
Texas
|
$515K
|
-$14.5K
|
-114
|
-3%
|
|
|
1994
|
Golden State Wealth Management
Santa Ana,
California
|
$515K
|
-$2.15K
|
-17
|
-0.4%
|
|
|
1995
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$515K
|
+$127
|
+1
|
+0%
|
|
|
1996
|
Prosperity Wealth Management
San Ramon,
California
|
$513K
|
-$1.27K
|
-10
|
-0.3%
|
|
|
1997
|
Saxon Interests
Houston,
Texas
|
$513K
|
+$79.4K
|
+626
|
+19%
|
|
|
1998
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$513K
|
–
|
–
|
–
|
|
|
1999
|
Fairscale Capital
Nashua,
New Hampshire
|
$512K
|
–
|
–
|
–
|
|
|
2000
|
Element Wealth
Ridgeland,
Mississippi
|
$511K
|
+$4.31K
|
+34
|
+0.9%
|
|
