|
1976
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$22K
|
+$22.3K
|
+126
|
New
|
|
|
1977
|
Raffa Wealth Management
Washington,
District of Columbia
|
$21.5K
|
+$10.1K
|
+57
|
+89%
|
|
|
1978
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$21.1K
|
–
|
–
|
–
|
|
|
1979
|
Artemis Wealth Advisors
New York
|
$20.1K
|
–
|
–
|
–
|
|
|
1980
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
1981
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
1982
|
Loeb Partners Corp
New York
|
$18K
|
+$17.7K
|
+100
|
New
|
|
|
1983
|
Pearl River Capital
Niles,
Michigan
|
$18K
|
+$17.7K
|
+100
|
New
|
|
|
1984
|
Creative Financial Designs
Kokomo,
Indiana
|
$17K
|
-$4.08K
|
-23
|
-20%
|
|
|
1985
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$17K
|
-$1.77K
|
-10
|
-9%
|
|
|
1986
|
Barnett & Company
Chattanooga,
Tennessee
|
$17K
|
–
|
–
|
–
|
|
|
1987
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$17K
|
+$17.4K
|
+98
|
New
|
|
|
1988
|
Horan Securities
Cincinnati,
United States
|
$15K
|
–
|
–
|
–
|
|
|
1989
|
Clarfeld Financial Advisors
Tarrytown,
New York
|
$13K
|
+$12.8K
|
+72
|
New
|
|
|
1990
|
Bramshill Investments
Naples,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
1991
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$12K
|
–
|
–
|
–
|
|
|
1992
|
Brasada Capital Management
Houston,
Texas
|
$11K
|
-$4.08K
|
-23
|
-27%
|
|
|
1993
|
TD Capital Management
Memphis,
Tennessee
|
$10K
|
–
|
–
|
–
|
|
|
1994
|
Pacer Advisors
Malvern,
Pennsylvania
|
$9K
|
-$8.46M
|
-47,716
|
-100%
|
|
|
1995
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$9K
|
-$2.84K
|
-16
|
-24%
|
|
|
1996
|
GS Investments
Minneapolis,
Minnesota
|
$7.1K
|
–
|
–
|
–
|
|
|
1997
|
Family Legacy Inc
Greenville,
South Carolina
|
$7K
|
–
|
–
|
–
|
|
|
1998
|
Balentine LLC
Atlanta,
Georgia
|
$7K
|
+$6.56K
|
+37
|
New
|
|
|
1999
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$5.86K
|
+$5.85K
|
+33
|
New
|
|
|
2000
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$4K
|
-$38.7K
|
-218
|
-90%
|
|
