|
1976
|
Monument Capital Management
Alexandria,
Virginia
|
$245K
|
-$121K
|
-607
|
-32%
|
|
|
1977
|
Financial Council
Towson,
Maryland
|
$245K
|
–
|
–
|
–
|
|
|
1978
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$245K
|
+$8.6K
|
+43
|
+3%
|
|
|
1979
|
Ceeto Capital Group
Coral Gables,
Florida
|
$244K
|
–
|
–
|
–
|
|
|
1980
|
LSV Asset Management
Chicago,
Illinois
|
$244K
|
–
|
–
|
–
|
|
|
1981
|
Strategic Blueprint
Atlanta,
Georgia
|
$243K
|
+$12.6K
|
+63
|
+5%
|
|
|
1982
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$242K
|
+$258K
|
+1,292
|
New
|
|
|
1983
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$242K
|
+$9.79K
|
+49
|
+4%
|
|
|
1984
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$242K
|
+$51.6K
|
+258
|
+25%
|
|
|
1985
|
Wealth Group
Raleigh,
North Carolina
|
$242K
|
+$38.4K
|
+192
|
+18%
|
|
|
1986
|
Strata Wealth Advisors
Dallas,
Texas
|
$241K
|
-$5.4K
|
-27
|
-2%
|
|
|
1987
|
Heritage Wealth Management (California)
San Diego,
California
|
$240K
|
-$20.2K
|
-101
|
-7%
|
|
|
1988
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$240K
|
–
|
–
|
–
|
|
|
1989
|
Jacobs & Co
San Francisco,
California
|
$240K
|
+$800
|
+4
|
+0.3%
|
|
|
1990
|
TL Private Wealth
Southlake,
Texas
|
$240K
|
–
|
–
|
–
|
|
|
1991
|
Peak Asset Management
Louisville,
Colorado
|
$239K
|
–
|
–
|
–
|
|
|
1992
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$239K
|
-$44.6K
|
-223
|
-15%
|
|
|
1993
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$239K
|
-$1.2K
|
-6
|
-0.5%
|
|
|
1994
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$238K
|
-$12.8K
|
-64
|
-5%
|
|
|
1995
|
Core Wealth Partners
Santa Rosa,
California
|
$238K
|
-$2.8K
|
-14
|
-1%
|
|
|
1996
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$238K
|
+$1.4K
|
+7
|
+0.6%
|
|
|
1997
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$238K
|
-$9.59K
|
-48
|
-4%
|
|
|
1998
|
Apriem Advisors
Irvine,
California
|
$238K
|
+$200
|
+1
|
+0.1%
|
|
|
1999
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$237K
|
–
|
–
|
–
|
|
|
2000
|
Covestor
London,
United Kingdom
|
$237K
|
-$12K
|
-60
|
-5%
|
|
