|
1976
|
Tompkins Financial
Ithaca,
New York
|
$5.35K
|
+$5.22K
|
+5
|
New
|
|
|
1977
|
Strategic Advocates
Logan,
Utah
|
$4.29K
|
–
|
–
|
–
|
|
|
1978
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$4.28K
|
–
|
–
|
–
|
|
|
1979
|
Evermay Wealth Management
Arlington,
Virginia
|
$4.28K
|
–
|
–
|
–
|
|
|
1980
|
Hartford Financial Management
Hartford,
Connecticut
|
$4.28K
|
–
|
–
|
–
|
|
|
1981
|
Crewe Advisors
Salt Lake City,
Utah
|
$4.28K
|
+$3.13K
|
+3
|
+300%
|
|
|
1982
|
Gilpin Wealth Management
Denver,
Colorado
|
$4.28K
|
+$4.17K
|
+4
|
New
|
|
|
1983
|
McIlrath & Eck
Arlington,
Washington
|
$4.28K
|
-$6.26K
|
-6
|
-60%
|
|
|
1984
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$4.28K
|
–
|
–
|
–
|
|
|
1985
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$4.28K
|
–
|
–
|
–
|
|
|
1986
|
IFS Advisors
Overland Park,
Kansas
|
$4.28K
|
–
|
–
|
–
|
|
|
1987
|
New Millennium Group
Sandy,
Utah
|
$4.28K
|
–
|
–
|
–
|
|
|
1988
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$4.28K
|
+$4.17K
|
+4
|
New
|
|
|
1989
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$4.27K
|
+$3.13K
|
+3
|
New
|
|
|
1990
|
Navigoe Wealth Management
Redondo Beach,
California
|
$4K
|
–
|
–
|
–
|
|
|
1991
|
Inspire Investing
Meridian,
Idaho
|
$3.39K
|
+$3.13K
|
+3
|
New
|
|
|
1992
|
Aspect Partners
Fairfax,
Virginia
|
$3.22K
|
–
|
–
|
–
|
|
|
1993
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$3.21K
|
-$4.97M
|
-4,767
|
-100%
|
|
|
1994
|
IMG Wealth Management
Jacksonville,
Florida
|
$3.21K
|
–
|
–
|
–
|
|
|
1995
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.21K
|
–
|
–
|
–
|
|
|
1996
|
Swan Capital
Pensacola,
Florida
|
$3.21K
|
–
|
–
|
–
|
|
|
1997
|
Tripletail Wealth Management
Orlando,
Florida
|
$3.21K
|
–
|
–
|
–
|
|
|
1998
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$3.21K
|
+$3.13K
|
+3
|
New
|
|
|
1999
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$3.21K
|
+$3.13K
|
+3
|
New
|
|
|
2000
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$3.21K
|
+$3.13K
|
+3
|
New
|
|
