|
1976
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$235K
|
-$13.4K
|
-75
|
-5%
|
|
|
1977
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$235K
|
+$251K
|
+1,408
|
New
|
|
|
1978
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$235K
|
+$535
|
+3
|
+0.2%
|
|
|
1979
|
BluePath Capital Management
Atlanta,
Georgia
|
$234K
|
-$1.43K
|
-8
|
-0.6%
|
|
|
1980
|
Dynamic Financial Group
Cedar Falls,
Iowa
|
$234K
|
+$250K
|
+1,401
|
New
|
|
|
1981
|
Physicians Financial Services
Raleigh,
North Carolina
|
$233K
|
+$5K
|
+28
|
+2%
|
|
|
1982
|
Wallace Advisory Group
Lafayette,
California
|
$233K
|
+$220K
|
+1,235
|
New
|
|
|
1983
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$232K
|
-$15K
|
-84
|
-6%
|
|
|
1984
|
Creative Financial Designs
Kokomo,
Indiana
|
$232K
|
-$28.7K
|
-161
|
-10%
|
|
|
1985
|
CAP Partners LLC
Franklin,
Tennessee
|
$232K
|
–
|
–
|
–
|
|
|
1986
|
Cahill Financial Advisors
Edina,
Minnesota
|
$232K
|
-$8.92K
|
-50
|
-3%
|
|
|
1987
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$231K
|
+$229K
|
+1,281
|
New
|
|
|
1988
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$231K
|
-$1.07K
|
-6
|
-0.4%
|
|
|
1989
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$231K
|
-$91.5K
|
-513
|
-27%
|
|
|
1990
|
Biltmore Family Office
Charlotte,
North Carolina
|
$230K
|
+$29.4K
|
+165
|
+14%
|
|
|
1991
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$230K
|
+$36.6K
|
+205
|
+17%
|
|
|
1992
|
Bison Wealth
Atlanta,
Georgia
|
$230K
|
-$216K
|
-1,209
|
-47%
|
|
|
1993
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
$230K
|
+$245K
|
+1,373
|
New
|
|
|
1994
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$230K
|
-$7.85K
|
-44
|
-3%
|
|
|
1995
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$230K
|
–
|
–
|
–
|
|
|
1996
|
Westover Capital Advisors
Wilmington,
Delaware
|
$230K
|
+$11.8K
|
+66
|
+5%
|
|
|
1997
|
Klingenstein Fields & Co
New York
|
$229K
|
–
|
–
|
–
|
|
|
1998
|
Castle Wealth Management
West Palm Beach,
Florida
|
$229K
|
-$535
|
-3
|
-0.2%
|
|
|
1999
|
Terril Brothers
St. Louis,
Missouri
|
$228K
|
–
|
–
|
–
|
|
|
2000
|
Cabot Wealth Management
Salem,
Massachusetts
|
$228K
|
+$12.5K
|
+70
|
+5%
|
|
