|
1976
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$24K
|
+$5.74K
|
+50
|
+31%
|
|
|
1977
|
Crosspoint Capital Strategies
Orinda,
California
|
$23K
|
–
|
–
|
–
|
|
|
1978
|
James Investment Research
Alpha,
Ohio
|
$23K
|
–
|
–
|
–
|
|
|
1979
|
Lloyds Banking Group
London,
United Kingdom
|
$21K
|
–
|
–
|
–
|
|
|
1980
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$18K
|
–
|
–
|
–
|
|
|
1981
|
Fieldpoint Private Advisors
New York
|
$14K
|
-$29.3K
|
-255
|
-67%
|
|
|
1982
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
1983
|
Regal Wealth Group
Seal Beach,
California
|
$13K
|
–
|
–
|
–
|
|
|
1984
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$12K
|
-$2.98K
|
-26
|
-19%
|
|
|
1985
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$12K
|
-$1.95K
|
-17
|
-14%
|
|
|
1986
|
Magellan Asset Management
Sydney,
Australia
|
$12K
|
+$11.5K
|
+100
|
New
|
|
|
1987
|
RPG Investment Advisory
Pleasanton,
California
|
$12K
|
+$11.5K
|
+100
|
New
|
|
|
1988
|
Hefty Wealth Partners
Auburn,
Indiana
|
$11K
|
–
|
–
|
–
|
|
|
1989
|
Litman Gregory Wealth Management
Larkspur,
California
|
$11K
|
+$10.6K
|
+92
|
New
|
|
|
1990
|
Macroview Investment Management
Bethesda,
Maryland
|
$8K
|
+$7.8K
|
+68
|
New
|
|
|
1991
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
1992
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
1993
|
Horan Securities
Cincinnati,
United States
|
$6K
|
–
|
–
|
–
|
|
|
1994
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
1995
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$4K
|
+$3.67K
|
+32
|
New
|
|
|
1996
|
Redwood Investments
Boston,
Massachusetts
|
$3K
|
-$34.4K
|
-300
|
-92%
|
|
|
1997
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
1998
|
Pathstone Family Office
Englewood,
New Jersey
|
$2K
|
-$8.95K
|
-78
|
-77%
|
|
|
1999
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
2000
|
Cordasco Financial Network
Naples,
Florida
|
$2K
|
–
|
–
|
–
|
|
