|
1976
|
Fieldpoint Private Advisors
New York
|
$14K
|
-$29.3K
|
-255
|
-67%
|
|
|
1977
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
1978
|
Regal Wealth Group
Seal Beach,
California
|
$13K
|
–
|
–
|
–
|
|
|
1979
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$12K
|
-$2.98K
|
-26
|
-19%
|
|
|
1980
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$12K
|
-$1.95K
|
-17
|
-14%
|
|
|
1981
|
Magellan Asset Management
Sydney,
Australia
|
$12K
|
+$11.5K
|
+100
|
New
|
|
|
1982
|
RPG Investment Advisory
Pleasanton,
California
|
$12K
|
+$11.5K
|
+100
|
New
|
|
|
1983
|
Hefty Wealth Partners
Auburn,
Indiana
|
$11K
|
–
|
–
|
–
|
|
|
1984
|
Litman Gregory Wealth Management
Larkspur,
California
|
$11K
|
+$10.6K
|
+92
|
New
|
|
|
1985
|
Macroview Investment Management
Bethesda,
Maryland
|
$8K
|
+$7.8K
|
+68
|
New
|
|
|
1986
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
1987
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
1988
|
Horan Securities
Cincinnati,
United States
|
$6K
|
–
|
–
|
–
|
|
|
1989
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
1990
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$4.47K
|
-$347K
|
-3,021
|
-7%
|
|
|
1991
|
Chicago Trust
Grayslake,
Illinois
|
$4.32K
|
-$977K
|
-8,517
|
-19%
|
|
|
1992
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$4.14K
|
+$55.6K
|
+485
|
+1%
|
|
|
1993
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$4K
|
+$3.67K
|
+32
|
New
|
|
|
1994
|
Redwood Investments
Boston,
Massachusetts
|
$3K
|
-$34.4K
|
-300
|
-92%
|
|
|
1995
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
1996
|
Pathstone Family Office
Englewood,
New Jersey
|
$2K
|
-$8.95K
|
-78
|
-77%
|
|
|
1997
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
1998
|
Cordasco Financial Network
Naples,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
1999
|
Ironwood Financial
Tucson,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
2000
|
Israel Discount Bank of New York
New York
|
$2K
|
–
|
–
|
–
|
|
