|
1976
|
Patron Partners
Houston,
Texas
|
$487K
|
-$34.8K
|
-326
|
-7%
|
|
|
1977
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$487K
|
+$476K
|
+4,468
|
New
|
|
|
1978
|
Eudaimonia Partners
Winchester,
Tennessee
|
$485K
|
-$7.46K
|
-70
|
-2%
|
|
|
1979
|
Jump Financial
Chicago,
Illinois
|
$485K
|
-$464K
|
-4,350
|
-49%
|
|
|
1980
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$483K
|
-$162K
|
-1,520
|
-26%
|
|
|
1981
|
Kelleher Financial Advisors
New York
|
$481K
|
+$117K
|
+1,100
|
+33%
|
|
|
1982
|
LSV Asset Management
Chicago,
Illinois
|
$480K
|
-$42.6K
|
-400
|
-8%
|
|
|
1983
|
Horan Securities
Cincinnati,
United States
|
$479K
|
+$4.9K
|
+46
|
+1%
|
|
|
1984
|
Centric Wealth Management
Chicago,
Illinois
|
$479K
|
+$99.6K
|
+934
|
+26%
|
|
|
1985
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$477K
|
+$320
|
+3
|
+0.1%
|
|
|
1986
|
Claro Advisors
Boston,
Massachusetts
|
$476K
|
-$118K
|
-1,110
|
-20%
|
|
|
1987
|
Capasso Planning Partners
Charleston,
South Carolina
|
$476K
|
+$44.3K
|
+416
|
+11%
|
|
|
1988
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$476K
|
-$530K
|
-4,975
|
-53%
|
|
|
1989
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$476K
|
+$746
|
+7
|
+0.2%
|
|
|
1990
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$475K
|
-$1.6K
|
-15
|
-0.3%
|
|
|
1991
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$474K
|
-$5.33K
|
-50
|
-1%
|
|
|
1992
|
FLC Capital Advisors
Palm Desert,
California
|
$473K
|
–
|
–
|
–
|
|
|
1993
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$473K
|
+$462K
|
+4,337
|
New
|
|
|
1994
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$472K
|
-$959
|
-9
|
-0.2%
|
|
|
1995
|
D'Orazio & Associates
Falls Church,
Virginia
|
$471K
|
+$219K
|
+2,055
|
+91%
|
|
|
1996
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$471K
|
-$7.25K
|
-68
|
-2%
|
|
|
1997
|
|
$470K
|
+$21.3K
|
+200
|
+5%
|
|
|
1998
|
|
$470K
|
-$138K
|
-1,293
|
-23%
|
|
|
1999
|
Grey Street Capital
Chicago,
Illinois
|
$469K
|
–
|
–
|
–
|
|
|
2000
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$467K
|
–
|
–
|
–
|
|
