|
1976
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$227K
|
–
|
–
|
–
|
|
|
1977
|
Sustainable Insight Capital Management
New York
|
$227K
|
–
|
–
|
–
|
|
|
1978
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$226K
|
+$216K
|
+1,105
|
New
|
|
|
1979
|
Centerpoint Advisors
Needham,
Massachusetts
|
$225K
|
–
|
–
|
–
|
|
|
1980
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$225K
|
–
|
–
|
–
|
|
|
1981
|
Executive Wealth Management
Brighton,
Michigan
|
$225K
|
+$391
|
+2
|
+0.2%
|
|
|
1982
|
Little House Capital
Braintree,
Massachusetts
|
$224K
|
-$1.54M
|
-7,869
|
-88%
|
|
|
1983
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$224K
|
-$5.27K
|
-27
|
-2%
|
|
|
1984
|
Harrell Investment Partners
Austin,
Texas
|
$224K
|
+$214K
|
+1,095
|
New
|
|
|
1985
|
First Quadrant
Glendale,
California
|
$223K
|
–
|
–
|
–
|
|
|
1986
|
&Partners
Nashville,
Tennessee
|
$223K
|
+$213K
|
+1,089
|
New
|
|
|
1987
|
|
$223K
|
+$213K
|
+1,090
|
New
|
|
|
1988
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$222K
|
-$20.7K
|
-106
|
-9%
|
|
|
1989
|
Element Pointe Advisors
Miami,
Florida
|
$222K
|
–
|
–
|
–
|
|
|
1990
|
Weaver Consulting Group
Huntington Beach,
California
|
$222K
|
–
|
–
|
–
|
|
|
1991
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$221K
|
–
|
–
|
–
|
|
|
1992
|
Adero Partners
Pleasanton,
California
|
$221K
|
+$211K
|
+1,082
|
New
|
|
|
1993
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$220K
|
-$381K
|
-1,951
|
-64%
|
|
|
1994
|
Hemington Wealth Management
Falls Church,
Virginia
|
$220K
|
-$22.6K
|
-116
|
-10%
|
|
|
1995
|
E&G Advisors
Houston,
Texas
|
$220K
|
–
|
–
|
–
|
|
|
1996
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$219K
|
+$210K
|
+1,073
|
New
|
|
|
1997
|
Corrado Advisors
Ramsey,
New Jersey
|
$218K
|
+$195
|
+1
|
+0.1%
|
|
|
1998
|
Premier Asset Management
Chicago,
Illinois
|
$217K
|
-$1.6M
|
-8,180
|
-89%
|
|
|
1999
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$217K
|
-$196K
|
-1,002
|
-49%
|
|
|
2000
|
LSV Asset Management
Chicago,
Illinois
|
$217K
|
-$104K
|
-531
|
-33%
|
|
