|
1976
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$251K
|
+$10.3K
|
+82
|
+4%
|
|
|
1977
|
WealthTrust Asset Management
Destin,
Florida
|
$251K
|
+$1.01K
|
+8
|
+0.4%
|
|
|
1978
|
Affinity Capital Advisors
Berkeley,
California
|
$251K
|
+$251K
|
+1,991
|
New
|
|
|
1979
|
Atlantic Family Wealth
Coral Gables,
Florida
|
$251K
|
–
|
–
|
–
|
|
|
1980
|
Financial Engines Advisors
Santa Clara,
California
|
$250K
|
+$13.4K
|
+106
|
+6%
|
|
|
1981
|
Sivia Capital Partners
Mill Valley,
California
|
$250K
|
+$250K
|
+1,978
|
New
|
|
|
1982
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$250K
|
-$13.4K
|
-106
|
-5%
|
|
|
1983
|
TrustBank
Olney,
Illinois
|
$250K
|
–
|
–
|
–
|
|
|
1984
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$249K
|
+$631
|
+5
|
+0.3%
|
|
|
1985
|
Ferguson Shapiro
Decatur,
Georgia
|
$249K
|
+$2.02K
|
+16
|
+0.8%
|
|
|
1986
|
Liberty Capital Management
Birmingham,
Michigan
|
$249K
|
+$248K
|
+1,964
|
New
|
|
|
1987
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$248K
|
-$4.42K
|
-35
|
-2%
|
|
|
1988
|
World Equity Group
Schaumburg,
Illinois
|
$247K
|
-$3.53K
|
-28
|
-1%
|
|
|
1989
|
|
$246K
|
+$101K
|
+804
|
+70%
|
|
|
1990
|
tru Independence
Portland,
Oregon
|
$246K
|
+$2.14K
|
+17
|
+0.9%
|
|
|
1991
|
Alphadyne Asset Management
New York
|
$246K
|
-$201K
|
-1,594
|
-45%
|
|
|
1992
|
Planned Solutions
Folsom,
California
|
$245K
|
+$7.57K
|
+60
|
+3%
|
|
|
1993
|
Eagle Strategies
New York
|
$245K
|
+$883
|
+7
|
+0.4%
|
|
|
1994
|
Elevation Wealth Partners
Santa Rosa,
California
|
$245K
|
+$21.7K
|
+172
|
+10%
|
|
|
1995
|
Semus Wealth Partners
Boca Raton,
Florida
|
$245K
|
+$2.02K
|
+16
|
+0.8%
|
|
|
1996
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$244K
|
-$43.3K
|
-343
|
-15%
|
|
|
1997
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$243K
|
-$3.91K
|
-31
|
-2%
|
|
|
1998
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$243K
|
+$883
|
+7
|
+0.4%
|
|
|
1999
|
Leelyn Smith
Geneva,
Illinois
|
$243K
|
+$5.55K
|
+44
|
+2%
|
|
|
2000
|
SYM Financial Corp
Winona Lake,
Indiana
|
$243K
|
+$242K
|
+1,919
|
New
|
|
