|
1976
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$315K
|
-$402K
|
-1,637
|
-56%
|
|
|
1977
|
O'Rourke & Company
Boston,
Massachusetts
|
$315K
|
+$28K
|
+114
|
+10%
|
|
|
1978
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$315K
|
+$71.9K
|
+293
|
New
|
|
|
1979
|
Foster Group
West Des Moines,
Iowa
|
$314K
|
+$16.9K
|
+69
|
+6%
|
|
|
1980
|
Fortress Wealth Management
Culver City,
California
|
$314K
|
–
|
–
|
–
|
|
|
1981
|
Crewe Advisors
Salt Lake City,
Utah
|
$313K
|
-$11K
|
-45
|
-3%
|
|
|
1982
|
Sargent Investment Group
Bethesda,
Maryland
|
$313K
|
+$3.68K
|
+15
|
+1%
|
|
|
1983
|
Tiemann Investment Advisors
Menlo Park,
California
|
$313K
|
+$2.46K
|
+10
|
+0.8%
|
|
|
1984
|
SMART Wealth
Omaha,
Nebraska
|
$312K
|
-$10.1K
|
-41
|
-3%
|
|
|
1985
|
WealthBridge Capital Management
Westerville,
Ohio
|
$312K
|
+$4.42K
|
+18
|
+1%
|
|
|
1986
|
Lowell Blake & Associates
Boston,
Massachusetts
|
$311K
|
-$30.4K
|
-124
|
-9%
|
|
|
1987
|
Hollow Brook Wealth Management
Katonah,
New York
|
$310K
|
–
|
–
|
–
|
|
|
1988
|
Aljian Capital Management
Carson City,
Nevada
|
$309K
|
–
|
–
|
–
|
|
|
1989
|
High Pines Wealth Management
Duxbury,
Massachusetts
|
$308K
|
+$2.7K
|
+11
|
+0.9%
|
|
|
1990
|
Soltis Investment Advisors
St. George,
Utah
|
$307K
|
+$69.7K
|
+284
|
+29%
|
|
|
1991
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$305K
|
-$9.82K
|
-40
|
-3%
|
|
|
1992
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$305K
|
+$9.82K
|
+40
|
+3%
|
|
|
1993
|
Fox Run Management
Greenwich,
Connecticut
|
$304K
|
-$40.3K
|
-164
|
-12%
|
|
|
1994
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$303K
|
-$5.16K
|
-21
|
-2%
|
|
|
1995
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$303K
|
-$12.5K
|
-51
|
-4%
|
|
|
1996
|
Horan Securities
Cincinnati,
United States
|
$303K
|
+$295K
|
+1,200
|
+2,264%
|
|
|
1997
|
CNB Bank
Clearfield,
Pennsylvania
|
$302K
|
-$13.3K
|
-54
|
-4%
|
|
|
1998
|
West Branch Capital
Amherst,
Massachusetts
|
$302K
|
+$245
|
+1
|
+0.1%
|
|
|
1999
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$302K
|
+$32.2K
|
+131
|
+12%
|
|
|
2000
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$301K
|
+$44.4K
|
+181
|
+17%
|
|
