|
1976
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$227K
|
–
|
–
|
–
|
|
|
1977
|
Citizens Business Bank
Ontario,
California
|
$227K
|
-$2.57K
|
-15
|
-1%
|
|
|
1978
|
Severin Investments
St. Louis,
Missouri
|
$227K
|
-$15.6K
|
-91
|
-7%
|
|
|
1979
|
Verus Capital Partners
Scottsdale,
Arizona
|
$226K
|
+$514
|
+3
|
+0.2%
|
|
|
1980
|
Aigen Investment Management
New York
|
$226K
|
+$223K
|
+1,304
|
New
|
|
|
1981
|
RM Financial Services
Falmouth,
Maine
|
$226K
|
+$223K
|
+1,301
|
New
|
|
|
1982
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$226K
|
+$1.2K
|
+7
|
+0.5%
|
|
|
1983
|
SimplyRich
Carlsbad,
California
|
$225K
|
-$39.4K
|
-230
|
-15%
|
|
|
1984
|
Powers Advisory Group
Highland,
Illinois
|
$225K
|
+$33.1K
|
+193
|
+17%
|
|
|
1985
|
Jamison Private Wealth Management
Milton,
Georgia
|
$224K
|
-$171
|
-1
|
-0.1%
|
|
|
1986
|
Telos Capital Management
San Diego,
California
|
$224K
|
+$222K
|
+1,294
|
New
|
|
|
1987
|
Matthew Hamilton Rosenberg
|
$224K
|
+$7.88K
|
+46
|
+4%
|
|
|
1988
|
Sunpointe
St. Louis,
Missouri
|
$224K
|
+$221K
|
+1,293
|
New
|
|
|
1989
|
Versant Capital Management
Phoenix,
Arizona
|
$223K
|
-$142K
|
-831
|
-39%
|
|
|
1990
|
Birch Financial Group
Keene,
New Hampshire
|
$223K
|
+$14.4K
|
+84
|
+7%
|
|
|
1991
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$223K
|
+$343
|
+2
|
+0.2%
|
|
|
1992
|
Prosperity Bancshares
Houston,
Texas
|
$222K
|
+$219K
|
+1,281
|
New
|
|
|
1993
|
Torren Management
San Diego,
California
|
$222K
|
+$219K
|
+1,278
|
New
|
|
|
1994
|
PGIM Custom Harvest
Newark,
New Jersey
|
$221K
|
+$219K
|
+1,276
|
New
|
|
|
1995
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$221K
|
+$218K
|
+1,275
|
New
|
|
|
1996
|
MONECO Advisors
Fairfield,
Connecticut
|
$221K
|
+$19.9K
|
+116
|
+10%
|
|
|
1997
|
Intrust Bank
Wichita,
Kansas
|
$221K
|
+$218K
|
+1,274
|
New
|
|
|
1998
|
Van Diest Capital
Poly City,
Iowa
|
$221K
|
+$218K
|
+1,273
|
New
|
|
|
1999
|
Clearstead Trust
Portland,
Maine
|
$221K
|
-$142K
|
-829
|
-39%
|
|
|
2000
|
First Long Island Investors
Jericho,
New York
|
$221K
|
–
|
–
|
–
|
|
