|
1976
|
Creative Financial Designs
Kokomo,
Indiana
|
$269K
|
+$51K
|
+227
|
+24%
|
|
|
1977
|
MA Private Wealth
San Carlos,
California
|
$268K
|
+$13K
|
+58
|
+5%
|
|
|
1978
|
Retirement Systems of Alabama
Montgomery,
Alabama
|
$268K
|
+$33.7K
|
+150
|
+15%
|
|
|
1979
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$267K
|
–
|
–
|
–
|
|
|
1980
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$267K
|
+$1.12K
|
+5
|
+0.4%
|
|
|
1981
|
Provident Investment Management
Novi,
Michigan
|
$266K
|
-$111K
|
-494
|
-30%
|
|
|
1982
|
Richard P. Slaughter Associates
Austin,
Texas
|
$265K
|
-$311K
|
-1,382
|
-54%
|
|
|
1983
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$265K
|
-$50.1K
|
-223
|
-16%
|
|
|
1984
|
Riverview Trust Company
Vancouver,
Washington
|
$265K
|
–
|
–
|
–
|
|
|
1985
|
Zacks Investment Management
Chicago,
Illinois
|
$264K
|
-$42.7K
|
-190
|
-14%
|
|
|
1986
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$264K
|
-$16.9K
|
-75
|
-6%
|
|
|
1987
|
Prostatis Group
Hanover,
Maryland
|
$264K
|
–
|
–
|
–
|
|
|
1988
|
Elevated Capital Advisors
Sandy,
Utah
|
$263K
|
+$260K
|
+1,155
|
New
|
|
|
1989
|
Woodstock Corp
Boston,
Massachusetts
|
$262K
|
-$114K
|
-505
|
-31%
|
|
|
1990
|
M. Kulyk & Associates
Decatur,
Georgia
|
$262K
|
+$259K
|
+1,150
|
New
|
|
|
1991
|
Investment Management of Virginia
Richmond,
Virginia
|
$261K
|
-$423K
|
-1,880
|
-62%
|
|
|
1992
|
Alpha Omega Group
Reston,
Virginia
|
$261K
|
+$257K
|
+1,145
|
New
|
|
|
1993
|
Destination Wealth Management
Walnut Creek,
California
|
$259K
|
-$690K
|
-3,067
|
-73%
|
|
|
1994
|
Walker Asset Management
Verona,
Missouri
|
$259K
|
–
|
–
|
–
|
|
|
1995
|
Main Management
San Francisco,
California
|
$258K
|
+$450
|
+2
|
+0.2%
|
|
|
1996
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$257K
|
-$24.7K
|
-110
|
-9%
|
|
|
1997
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$256K
|
+$900
|
+4
|
+0.4%
|
|
|
1998
|
SWM Advisors
St. Petersburg,
Florida
|
$256K
|
+$8.77K
|
+39
|
+4%
|
|
|
1999
|
Addison Advisors
Middlebury,
Vermont
|
$255K
|
–
|
–
|
–
|
|
|
2000
|
LWM Advisory Services
Plantation,
Florida
|
$255K
|
+$31K
|
+138
|
+14%
|
|
