|
1976
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$374K
|
-$44.6K
|
-678
|
-12%
|
|
|
1977
|
Divergent Planning
Bethesda,
Maryland
|
$374K
|
+$28.4K
|
+432
|
+9%
|
|
|
1978
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$374K
|
+$21.7K
|
+330
|
+7%
|
|
|
1979
|
Solstein Capital
Menlo Park,
California
|
$372K
|
-$853K
|
-12,954
|
-72%
|
|
|
1980
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$372K
|
-$5.13K
|
-78
|
-2%
|
|
|
1981
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$372K
|
–
|
–
|
–
|
|
|
1982
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$370K
|
-$5.92K
|
-90
|
-2%
|
|
|
1983
|
Pullen Investment Management
Bradenton,
Florida
|
$369K
|
–
|
–
|
–
|
|
|
1984
|
Main Street Group
Glen Allen,
Virginia
|
$369K
|
–
|
–
|
–
|
|
|
1985
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$369K
|
–
|
–
|
–
|
|
|
1986
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$368K
|
+$332K
|
+5,040
|
New
|
|
|
1987
|
AmeriFlex Group
Las Vegas,
Nevada
|
$368K
|
+$35.6K
|
+540
|
+12%
|
|
|
1988
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
$367K
|
+$17.4K
|
+264
|
+6%
|
|
|
1989
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$367K
|
-$173K
|
-2,622
|
-34%
|
|
|
1990
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$365K
|
–
|
–
|
–
|
|
|
1991
|
M.E. Allison & Co
San Antonio,
Texas
|
$363K
|
-$44.6K
|
-678
|
-12%
|
|
|
1992
|
Clare Market Investments
Dallas,
Texas
|
$362K
|
–
|
–
|
–
|
|
|
1993
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$361K
|
–
|
–
|
–
|
|
|
1994
|
Heritage Investment Group
Pompano Beach,
Florida
|
$361K
|
–
|
–
|
–
|
|
|
1995
|
Princeton Capital Management
Red Bank,
New Jersey
|
$361K
|
+$99.2K
|
+1,506
|
+44%
|
|
|
1996
|
Huntleigh Advisors
St. Louis,
Missouri
|
$361K
|
–
|
–
|
–
|
|
|
1997
|
Naviter Wealth
Little Rock,
Arkansas
|
$360K
|
-$8.69K
|
-132
|
-3%
|
|
|
1998
|
Bank of Stockton
Stockton,
California
|
$359K
|
–
|
–
|
–
|
|
|
1999
|
LVM Capital Management
Portage,
Michigan
|
$359K
|
–
|
–
|
–
|
|
|
2000
|
Chevy Chase Trust
Bethesda,
Maryland
|
$357K
|
-$221K
|
-3,360
|
-41%
|
|
