|
1976
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.05M
|
+$11.1K
|
+23
|
+1%
|
|
|
1977
|
Colonial River Investments
Midlothian,
Virginia
|
$1.05M
|
-$91.7K
|
-190
|
-8%
|
|
|
1978
|
Park National Corp
Newark,
Ohio
|
$1.05M
|
-$24.1K
|
-50
|
-2%
|
|
|
1979
|
Saturna Capital
Bellingham,
Washington
|
$1.05M
|
+$207K
|
+429
|
+24%
|
|
|
1980
|
Safeguard Investment Advisory Group
Corona,
California
|
$1.05M
|
+$9.65K
|
+20
|
+0.9%
|
|
|
1981
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$1.04M
|
+$53.1K
|
+110
|
+5%
|
|
|
1982
|
Quantum Private Wealth
Tampa,
Florida
|
$1.04M
|
-$23.2K
|
-48
|
-2%
|
|
|
1983
|
One Wealth Advisors
San Francisco,
California
|
$1.04M
|
+$188K
|
+390
|
+22%
|
|
|
1984
|
Forte Capital
Rochester,
New York
|
$1.03M
|
+$13K
|
+27
|
+1%
|
|
|
1985
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$1.03M
|
-$6.76K
|
-14
|
-0.6%
|
|
|
1986
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.03M
|
-$28.5K
|
-59
|
-3%
|
|
|
1987
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.03M
|
+$76.2K
|
+158
|
+8%
|
|
|
1988
|
Versor Investments
New York
|
$1.03M
|
+$1.05M
|
+2,180
|
New
|
|
|
1989
|
EPIQ Partners
Minneapolis,
Minnesota
|
$1.03M
|
–
|
–
|
–
|
|
|
1990
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.03M
|
-$10.1K
|
-21
|
-1%
|
|
|
1991
|
Fiduciary Planning
Englewood,
Florida
|
$1.03M
|
+$2.41K
|
+5
|
+0.2%
|
|
|
1992
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.02M
|
–
|
–
|
–
|
|
|
1993
|
Dynamic Technology Lab
Singapore
|
$1.02M
|
-$782K
|
-1,620
|
-43%
|
|
|
1994
|
Briggs Advisory Group
Lincoln,
Rhode Island
|
$1.02M
|
+$2.41K
|
+5
|
+0.2%
|
|
|
1995
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$1.02M
|
+$8.2K
|
+17
|
+0.8%
|
|
|
1996
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$1.02M
|
+$7.72K
|
+16
|
+0.7%
|
|
|
1997
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.02M
|
-$4.83K
|
-10
|
-0.5%
|
|
|
1998
|
Financial Insights
Tacoma,
Washington
|
$1.02M
|
+$198K
|
+410
|
+24%
|
|
|
1999
|
Harris Associates
Chicago,
Illinois
|
$1.02M
|
-$219K
|
-453
|
-17%
|
|
|
2000
|
Hoey Investments
Coatesville,
Pennsylvania
|
$1.02M
|
-$176K
|
-364
|
-14%
|
|
