|
1976
|
Physician Wealth Advisors
Midvale,
Utah
|
$251K
|
-$14K
|
-112
|
-6%
|
|
|
1977
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$250K
|
+$12.1K
|
+97
|
+5%
|
|
|
1978
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$250K
|
-$10.6K
|
-85
|
-4%
|
|
|
1979
|
Meridian Financial
Holliston,
Massachusetts
|
$250K
|
–
|
–
|
–
|
|
|
1980
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$250K
|
+$18.3K
|
+146
|
+8%
|
|
|
1981
|
CrossGen Wealth
Greenville,
North Carolina
|
$249K
|
-$4K
|
-32
|
-2%
|
|
|
1982
|
J.W. Burns & Co
Dewitt,
New York
|
$249K
|
-$89.5K
|
-716
|
-27%
|
|
|
1983
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$248K
|
–
|
–
|
–
|
|
|
1984
|
Everstar Asset Management
Mooresville,
North Carolina
|
$248K
|
+$236K
|
+1,891
|
New
|
|
|
1985
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$247K
|
+$3.75K
|
+30
|
+2%
|
|
|
1986
|
Silvant Capital Management
Atlanta,
Georgia
|
$247K
|
–
|
–
|
–
|
|
|
1987
|
Allianz Asset Management
Munich,
Germany
|
$246K
|
-$1.79M
|
-14,354
|
-88%
|
|
|
1988
|
Planned Solutions
Folsom,
California
|
$246K
|
–
|
–
|
–
|
|
|
1989
|
Leelyn Smith
Geneva,
Illinois
|
$246K
|
+$5.25K
|
+42
|
+2%
|
|
|
1990
|
Infinity Wealth Counsel
Loveland,
Ohio
|
$246K
|
–
|
–
|
–
|
|
|
1991
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$246K
|
+$10.1K
|
+81
|
+5%
|
|
|
1992
|
Financial Engines Advisors
Santa Clara,
California
|
$245K
|
+$234K
|
+1,872
|
New
|
|
|
1993
|
Prosperity Financial Group
San Ramon,
California
|
$244K
|
+$233K
|
+1,863
|
New
|
|
|
1994
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$243K
|
+$125
|
+1
|
+0.1%
|
|
|
1995
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$243K
|
+$232K
|
+1,857
|
New
|
|
|
1996
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$243K
|
+$232K
|
+1,853
|
New
|
|
|
1997
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$242K
|
-$16.4K
|
-131
|
-7%
|
|
|
1998
|
a16z Perennial Management
Menlo Park,
California
|
$242K
|
–
|
–
|
–
|
|
|
1999
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$241K
|
+$1K
|
+8
|
+0.4%
|
|
|
2000
|
Blue Capital Inc
Omaha,
Nebraska
|
$241K
|
+$230K
|
+1,840
|
New
|
|
