|
1976
|
Trivant Custom Portfolio Group
San Diego,
California
|
$3.07M
|
-$39.7K
|
-132
|
-1%
|
|
|
1977
|
WT Wealth Management
Scottsdale,
Arizona
|
$3.07M
|
+$90.8K
|
+302
|
+3%
|
|
|
1978
|
SRN Advisors
Huntingdon Valley,
Pennsylvania
|
$3.07M
|
+$636K
|
+2,115
|
+28%
|
|
|
1979
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$3.07M
|
+$169K
|
+563
|
+6%
|
|
|
1980
|
Umpqua Bank
Lake Oswego,
Oregon
|
$3.06M
|
+$88.7K
|
+295
|
+3%
|
|
|
1981
|
Journey Strategic Wealth
Summit,
New Jersey
|
$3.06M
|
+$409K
|
+1,361
|
+16%
|
|
|
1982
|
Mattson Financial Services
Kentwood,
Michigan
|
$3.06M
|
+$726K
|
+2,415
|
+28%
|
|
|
1983
|
Sanders Morris Harris
Houston,
Texas
|
$3.05M
|
+$11.1K
|
+37
|
+0.4%
|
|
|
1984
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$3.05M
|
-$127K
|
-422
|
-4%
|
|
|
1985
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$3.03M
|
+$155K
|
+517
|
+6%
|
|
|
1986
|
Fort Point Capital Partners
San Francisco,
California
|
$3.03M
|
+$124K
|
+411
|
+4%
|
|
|
1987
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$3.02M
|
+$23.8K
|
+79
|
+0.8%
|
|
|
1988
|
SS&H Financial Advisors
Troy,
Michigan
|
$3.02M
|
+$43.9K
|
+146
|
+2%
|
|
|
1989
|
Victrix Investment Advisors
Stuart,
Florida
|
$3.01M
|
+$2.86M
|
+9,511
|
New
|
|
|
1990
|
Inspire Trust Company
Reno,
Nevada
|
$3M
|
–
|
–
|
–
|
|
|
1991
|
TCFG Wealth Management
Laguna Niguel,
California
|
$3M
|
-$6.92K
|
-23
|
-0.2%
|
|
|
1992
|
Lord, Abbett & Co
Jersey City,
New Jersey
|
$3M
|
+$751K
|
+2,496
|
+36%
|
|
|
1993
|
PDS Planning
Dublin,
Ohio
|
$2.99M
|
+$82.4K
|
+274
|
+3%
|
|
|
1994
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$2.99M
|
+$64K
|
+213
|
+2%
|
|
|
1995
|
Ellsworth Advisors
Hudson,
Ohio
|
$2.99M
|
+$140K
|
+464
|
+5%
|
|
|
1996
|
Northcape Capital
Sydney,
Australia
|
$2.98M
|
-$1.04M
|
-3,458
|
-27%
|
|
|
1997
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$2.98M
|
+$65.3K
|
+217
|
+2%
|
|
|
1998
|
Next Century Growth Investors
Plymouth,
Minnesota
|
$2.98M
|
+$902
|
+3
|
+0%
|
|
|
1999
|
1776 Wealth
Atlanta,
Georgia
|
$2.98M
|
+$301
|
+1
|
+0%
|
|
|
2000
|
Applied Capital LLC
Hollywood,
Florida
|
$2.97M
|
-$28.6K
|
-95
|
-1%
|
|
