|
1976
|
Jessup Wealth Management
Dayton,
Ohio
|
$25.7万
|
–
|
–
|
–
|
|
|
1977
|
TMB Capital Partners
Little Rock,
Arkansas
|
$25.7万
|
+$252
|
+2
|
+0.1%
|
|
|
1978
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$25.6万
|
–
|
–
|
–
|
|
|
1979
|
Legacy Private Trust
Neenah,
Wisconsin
|
$25.6万
|
–
|
–
|
–
|
|
|
1980
|
Rockbridge Investment Management
Syracuse,
New York
|
$25.6万
|
+$631
|
+5
|
+0.2%
|
|
|
1981
|
Colonial River Investments
Midlothian,
Virginia
|
$25.6万
|
+$1,135
|
+9
|
+0.4%
|
|
|
1982
|
Enclave Advisors
Austin,
Texas
|
$25.6万
|
+$505
|
+4
|
+0.2%
|
|
|
1983
|
William John Sempolinski
Easton,
Massachusetts
|
$25.6万
|
–
|
–
|
–
|
|
|
1984
|
First Financial Bankshares
Abilene,
Texas
|
$25.5万
|
-$5.01万
|
-397
|
-16%
|
|
|
1985
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$25.5万
|
–
|
–
|
–
|
|
|
1986
|
Taylor Financial Group
Roanoke,
Virginia
|
$25.4万
|
–
|
–
|
–
|
|
|
1987
|
Sentinel Trust
Houston,
Texas
|
$25.4万
|
–
|
–
|
–
|
|
|
1988
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$25.4万
|
+$1.5万
|
+119
|
+6%
|
|
|
1989
|
Graver Capital Management
Columbus,
Ohio
|
$25.3万
|
–
|
–
|
–
|
|
|
1990
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$25.3万
|
+$4,541
|
+36
|
+2%
|
|
|
1991
|
Physician Wealth Advisors
Midvale,
Utah
|
$25.3万
|
+$1.02万
|
+81
|
+4%
|
|
|
1992
|
Van Diest Capital
Poly City,
Iowa
|
$25.2万
|
-$7.67万
|
-608
|
-23%
|
|
|
1993
|
Partners Wealth Management
Carmel By The Sea,
California
|
$25.2万
|
-$1.29万
|
-102
|
-5%
|
|
|
1994
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$25.2万
|
-$1.31万
|
-104
|
-5%
|
|
|
1995
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$25.1万
|
+$25万
|
+1,985
|
新規
|
|
|
1996
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$25.1万
|
+$1,640
|
+13
|
+0.7%
|
|
|
1997
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$25.1万
|
-$2.52万
|
-200
|
-9%
|
|
|
1998
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$25.1万
|
+$1.03万
|
+82
|
+4%
|
|
|
1999
|
WealthTrust Asset Management
Destin,
Florida
|
$25.1万
|
+$1,009
|
+8
|
+0.4%
|
|
|
2000
|
Affinity Capital Advisors
Berkeley,
California
|
$25.1万
|
+$25.1万
|
+1,991
|
新規
|
|
