|
1976
|
MKT Advisors
Escondido,
California
|
$224K
|
+$411
|
+2
|
+0.2%
|
|
|
1977
|
Triton Wealth Management
Sun City,
Arizona
|
$224K
|
+$224K
|
+1,091
|
New
|
|
|
1978
|
Clarity Financial
Houston,
Texas
|
$223K
|
+$243K
|
+1,181
|
New
|
|
|
1979
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$223K
|
+$243K
|
+1,185
|
New
|
|
|
1980
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$221K
|
+$241K
|
+1,171
|
New
|
|
|
1981
|
Riverview Trust Company
Vancouver,
Washington
|
$220K
|
–
|
–
|
–
|
|
|
1982
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$219K
|
-$27.7K
|
-135
|
-10%
|
|
|
1983
|
Prostatis Group
Hanover,
Maryland
|
$219K
|
–
|
–
|
–
|
|
|
1984
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$218K
|
-$107K
|
-520
|
-31%
|
|
|
1985
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$217K
|
-$135K
|
-658
|
-36%
|
|
|
1986
|
Woodstock Corp
Boston,
Massachusetts
|
$217K
|
–
|
–
|
–
|
|
|
1987
|
Alpha Omega Group
Reston,
Virginia
|
$217K
|
+$822
|
+4
|
+0.3%
|
|
|
1988
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$216K
|
+$23.4K
|
+114
|
+11%
|
|
|
1989
|
Daniels + Tansey
Wilmington,
Delaware
|
$215K
|
-$418K
|
-2,036
|
-64%
|
|
|
1990
|
Walker Asset Management
Verona,
Missouri
|
$215K
|
–
|
–
|
–
|
|
|
1991
|
Main Management
San Francisco,
California
|
$215K
|
+$616
|
+3
|
+0.3%
|
|
|
1992
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$213K
|
–
|
–
|
–
|
|
|
1993
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$212K
|
+$205
|
+1
|
+0.1%
|
|
|
1994
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$211K
|
-$13.5M
|
-65,720
|
-98%
|
|
|
1995
|
Addison Advisors
Middlebury,
Vermont
|
$211K
|
–
|
–
|
–
|
|
|
1996
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$211K
|
+$16K
|
+78
|
+7%
|
|
|
1997
|
O'Dell Group
Cincinnati,
Ohio
|
$210K
|
-$113K
|
-548
|
-33%
|
|
|
1998
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$210K
|
–
|
–
|
–
|
|
|
1999
|
Total Wealth Planning
Cincinnati,
Ohio
|
$209K
|
-$75.4K
|
-367
|
-25%
|
|
|
2000
|
Guardian Financial Partners
Orange,
California
|
$209K
|
–
|
–
|
–
|
|
