|
1976
|
Willow Creek Wealth Management
Sebastopol,
California
|
$319K
|
–
|
–
|
–
|
|
|
1977
|
Caldwell Sutter Capital
Sausalito,
California
|
$318K
|
+$217K
|
+2,866
|
+203%
|
|
|
1978
|
Roberts Wealth Advisors
Palo Alto,
California
|
$316K
|
+$1.06K
|
+14
|
+0.3%
|
|
|
1979
|
Hollow Brook Wealth Management
Katonah,
New York
|
$316K
|
–
|
–
|
–
|
|
|
1980
|
Seelaus Asset Management
Chatham,
New Jersey
|
$316K
|
-$5.45K
|
-72
|
-2%
|
|
|
1981
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$316K
|
–
|
–
|
–
|
|
|
1982
|
Power Corp of Canada
Montreal, Quebec,
Canada
|
$316K
|
–
|
–
|
–
|
|
|
1983
|
German American Bancorp
Jasper,
Indiana
|
$315K
|
+$6.96K
|
+92
|
+2%
|
|
|
1984
|
Apella Capital
West Hartford,
Connecticut
|
$313K
|
+$319K
|
+4,220
|
New
|
|
|
1985
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$313K
|
+$49.6K
|
+655
|
+18%
|
|
|
1986
|
Versant Capital Management
Phoenix,
Arizona
|
$312K
|
+$2.27K
|
+30
|
+0.7%
|
|
|
1987
|
Chapin Davis
Baltimore,
Maryland
|
$312K
|
+$6.81K
|
+90
|
+2%
|
|
|
1988
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$312K
|
+$31.9K
|
+422
|
+11%
|
|
|
1989
|
ARS Investment Partners
New York
|
$312K
|
–
|
–
|
–
|
|
|
1990
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$309K
|
-$22.2K
|
-293
|
-7%
|
|
|
1991
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$309K
|
–
|
–
|
–
|
|
|
1992
|
Excalibur Management
Waltham,
Massachusetts
|
$309K
|
–
|
–
|
–
|
|
|
1993
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$309K
|
+$315K
|
+4,160
|
New
|
|
|
1994
|
Crewe Advisors
Salt Lake City,
Utah
|
$309K
|
-$117K
|
-1,544
|
-27%
|
|
|
1995
|
Simplex Trading
Chicago,
Illinois
|
$307K
|
–
|
–
|
–
|
|
|
1996
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$307K
|
+$5.91K
|
+78
|
+2%
|
|
|
1997
|
Financial Advantage
Columbia,
Maryland
|
$306K
|
–
|
–
|
–
|
|
|
1998
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$306K
|
+$3.79K
|
+50
|
+1%
|
|
|
1999
|
AFS Financial Group
Bethesda,
Maryland
|
$305K
|
–
|
–
|
–
|
|
|
2000
|
Exeter Financial
Scottsdale,
Arizona
|
$305K
|
–
|
–
|
–
|
|
