|
1976
|
Wolverine Asset Management
Chicago,
Illinois
|
$43K
|
+$40.5K
|
+371
|
New
|
|
|
1977
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$41K
|
–
|
–
|
–
|
|
|
1978
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$38K
|
–
|
–
|
–
|
|
|
1979
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$37K
|
–
|
–
|
–
|
|
|
1980
|
WESPAC Advisors SoCal
Pasadena,
California
|
$34K
|
–
|
–
|
–
|
|
|
1981
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$30K
|
–
|
–
|
–
|
|
|
1982
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$28K
|
+$218
|
+2
|
+0.9%
|
|
|
1983
|
Capstone Investment Advisors
New York
|
$27K
|
-$4.69M
|
-42,939
|
-99%
|
|
|
1984
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$26K
|
–
|
–
|
–
|
|
|
1985
|
Portfolio Solutions
Royal Oak,
Michigan
|
$25K
|
–
|
–
|
–
|
|
|
1986
|
Fortis Advisors
Wayne,
Pennsylvania
|
$25K
|
+$23.5K
|
+215
|
New
|
|
|
1987
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
1988
|
TD Capital Management
Memphis,
Tennessee
|
$24K
|
+$21.8K
|
+200
|
New
|
|
|
1989
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
|
1990
|
CKW Financial Group
Honolulu,
Hawaii
|
$19K
|
–
|
–
|
–
|
|
|
1991
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$18K
|
–
|
–
|
–
|
|
|
1992
|
Horan Securities
Cincinnati,
United States
|
$17K
|
+$15.3K
|
+140
|
New
|
|
|
1993
|
TLP Group
Evanston,
Illinois
|
$15K
|
-$254K
|
-2,331
|
-95%
|
|
|
1994
|
Benson Investment Management Company
Roanoke,
Virginia
|
$13K
|
–
|
–
|
–
|
|
|
1995
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$10K
|
-$8.4K
|
-77
|
-47%
|
|
|
1996
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
1997
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$8K
|
+$7.75K
|
+71
|
New
|
|
|
1998
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$6K
|
-$16.5K
|
-151
|
-74%
|
|
|
1999
|
Group One Trading
Chicago,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
2000
|
Lloyds Banking Group
London,
United Kingdom
|
$5K
|
–
|
–
|
–
|
|
