|
1976
|
Raffa Wealth Management
Washington,
District of Columbia
|
$17.7K
|
+$20.1K
|
+338
|
New
|
|
|
1977
|
Fusion Family Wealth
Woodbury,
New York
|
$17K
|
–
|
–
|
–
|
|
|
1978
|
One Wealth Advisors
San Francisco,
California
|
$16K
|
+$1.66K
|
+28
|
+10%
|
|
|
1979
|
Financial Engines Advisors
Santa Clara,
California
|
$15K
|
-$30.6K
|
-515
|
-65%
|
|
|
1980
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$15K
|
–
|
–
|
–
|
|
|
1981
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
1982
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$15K
|
+$119
|
+2
|
+0.7%
|
|
|
1983
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$14K
|
-$61.8K
|
-1,040
|
-80%
|
|
|
1984
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
1985
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$14K
|
–
|
–
|
–
|
|
|
1986
|
D. Scott Neal
Lexington,
Kentucky
|
$13K
|
–
|
–
|
–
|
|
|
1987
|
Thompson Davis & Co
Richmond,
Virginia
|
$12K
|
-$165K
|
-2,785
|
-92%
|
|
|
1988
|
Macroview Investment Management
Bethesda,
Maryland
|
$12K
|
+$13.5K
|
+228
|
New
|
|
|
1989
|
Balentine LLC
Atlanta,
Georgia
|
$11K
|
-$389K
|
-6,550
|
-97%
|
|
|
1990
|
Delphi Private Advisors
San Diego,
California
|
$11K
|
-$133K
|
-2,246
|
-91%
|
|
|
1991
|
Holloway Wealth Management
Gainesville,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
1992
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$10K
|
-$4.16K
|
-70
|
-26%
|
|
|
1993
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
1994
|
Elmwood Wealth Management
Berkeley,
California
|
$8.96K
|
+$10.2K
|
+171
|
New
|
|
|
1995
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$8K
|
–
|
–
|
–
|
|
|
1996
|
Hefty Wealth Partners
Auburn,
Indiana
|
$7K
|
-$899K
|
-15,132
|
-99%
|
|
|
1997
|
Creative Financial Designs
Kokomo,
Indiana
|
$7K
|
–
|
–
|
–
|
|
|
1998
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
1999
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
2000
|
Portfolio Solutions
Royal Oak,
Michigan
|
$6K
|
+$6.24K
|
+105
|
New
|
|
