|
1976
|
William John Sempolinski
Easton,
Massachusetts
|
$256K
|
–
|
–
|
–
|
|
|
1977
|
First Financial Bankshares
Abilene,
Texas
|
$255K
|
-$50.1K
|
-397
|
-16%
|
|
|
1978
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$255K
|
–
|
–
|
–
|
|
|
1979
|
Taylor Financial Group
Roanoke,
Virginia
|
$254K
|
–
|
–
|
–
|
|
|
1980
|
Sentinel Trust
Houston,
Texas
|
$254K
|
–
|
–
|
–
|
|
|
1981
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$254K
|
+$15K
|
+119
|
+6%
|
|
|
1982
|
Graver Capital Management
Columbus,
Ohio
|
$253K
|
–
|
–
|
–
|
|
|
1983
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$253K
|
+$4.54K
|
+36
|
+2%
|
|
|
1984
|
Physician Wealth Advisors
Midvale,
Utah
|
$253K
|
+$10.2K
|
+81
|
+4%
|
|
|
1985
|
Van Diest Capital
Poly City,
Iowa
|
$252K
|
-$76.7K
|
-608
|
-23%
|
|
|
1986
|
Partners Wealth Management
Carmel By The Sea,
California
|
$252K
|
-$12.9K
|
-102
|
-5%
|
|
|
1987
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$252K
|
-$13.1K
|
-104
|
-5%
|
|
|
1988
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$251K
|
+$250K
|
+1,985
|
New
|
|
|
1989
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$251K
|
+$1.64K
|
+13
|
+0.7%
|
|
|
1990
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$251K
|
-$25.2K
|
-200
|
-9%
|
|
|
1991
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$251K
|
+$10.3K
|
+82
|
+4%
|
|
|
1992
|
WealthTrust Asset Management
Destin,
Florida
|
$251K
|
+$1.01K
|
+8
|
+0.4%
|
|
|
1993
|
Affinity Capital Advisors
Berkeley,
California
|
$251K
|
+$251K
|
+1,991
|
New
|
|
|
1994
|
Atlantic Family Wealth
Coral Gables,
Florida
|
$251K
|
–
|
–
|
–
|
|
|
1995
|
Financial Engines Advisors
Santa Clara,
California
|
$250K
|
+$13.4K
|
+106
|
+6%
|
|
|
1996
|
Sivia Capital Partners
Mill Valley,
California
|
$250K
|
+$250K
|
+1,978
|
New
|
|
|
1997
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$250K
|
-$13.4K
|
-106
|
-5%
|
|
|
1998
|
TrustBank
Olney,
Illinois
|
$250K
|
–
|
–
|
–
|
|
|
1999
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$249K
|
+$631
|
+5
|
+0.3%
|
|
|
2000
|
Ferguson Shapiro
Decatur,
Georgia
|
$249K
|
+$2.02K
|
+16
|
+0.8%
|
|
