|
1976
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$15K
|
-$4.71K
|
-50
|
-25%
|
|
|
1977
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
1978
|
Hartford Financial Management
Hartford,
Connecticut
|
$15K
|
–
|
–
|
–
|
|
|
1979
|
New Capital Management
Houston,
Texas
|
$15K
|
–
|
–
|
–
|
|
|
1980
|
Watermark Asset Management
San Ramon,
California
|
$15K
|
+$94
|
+1
|
+0.6%
|
|
|
1981
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$15K
|
+$14.1K
|
+150
|
New
|
|
|
1982
|
Fusion Family Wealth
Woodbury,
New York
|
$14K
|
+$13.8K
|
+146
|
New
|
|
|
1983
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$9K
|
–
|
–
|
–
|
|
|
1984
|
Edge Wealth Management
New York
|
$9K
|
+$9.43K
|
+100
|
New
|
|
|
1985
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
1986
|
Winch Advisory Services
Appleton,
Wisconsin
|
$8K
|
+$2.73K
|
+29
|
+54%
|
|
|
1987
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$8K
|
+$7.54K
|
+80
|
New
|
|
|
1988
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$7K
|
+$6.5K
|
+69
|
New
|
|
|
1989
|
Accuvest Global Advisors
Provo,
Utah
|
$6K
|
-$94
|
-1
|
-2%
|
|
|
1990
|
Ranger Investment Management
Dallas,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
1991
|
Horan Securities
Cincinnati,
United States
|
$5K
|
–
|
–
|
–
|
|
|
1992
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$5K
|
–
|
–
|
–
|
|
|
1993
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$5K
|
+$4.71K
|
+50
|
New
|
|
|
1994
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
1995
|
St. Johns Investment Management
Jacksonville,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
1996
|
Raffa Wealth Management
Washington,
District of Columbia
|
$3.58K
|
–
|
–
|
–
|
|
|
1997
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
1998
|
Formidable Asset Management
Cincinnati,
Ohio
|
$1K
|
-$347K
|
-3,687
|
-100%
|
|
|
1999
|
Point72 Hong Kong
Hong Kong
|
$1K
|
-$159K
|
-1,687
|
-100%
|
|
|
2000
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
