|
1976
|
Elevation Wealth Partners
Santa Rosa,
California
|
$31.6K
|
+$13.5K
|
+404
|
+67%
|
|
|
1977
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$31.3K
|
–
|
–
|
–
|
|
|
1978
|
Evelyn Partners Asset Management
London,
|
$30.6K
|
+$4.49K
|
+134
|
+16%
|
|
|
1979
|
Estabrook Capital Management
New York
|
$30.2K
|
-$402
|
-12
|
-1%
|
|
|
1980
|
Battery Global Advisors
Boston,
Massachusetts
|
$30.1K
|
–
|
–
|
–
|
|
|
1981
|
Abound Wealth Management
Franklin,
Tennessee
|
$29.8K
|
+$34
|
+1
|
+0.1%
|
|
|
1982
|
Financial Network Wealth Advisors
Murray,
Utah
|
$29.6K
|
–
|
–
|
–
|
|
|
1983
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$29.5K
|
+$31.5K
|
+940
|
New
|
|
|
1984
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$28.9K
|
-$11.5K
|
-344
|
-26%
|
|
|
1985
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$28.6K
|
-$3.35K
|
-100
|
-10%
|
|
|
1986
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$28.5K
|
–
|
–
|
–
|
|
|
1987
|
United Financial Planning Group
Hauppauge,
New York
|
$27.8K
|
+$29.6K
|
+884
|
New
|
|
|
1988
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$27.7K
|
-$287K
|
-8,575
|
-91%
|
|
|
1989
|
Paladin Advisory Group
Clive,
Iowa
|
$27.6K
|
–
|
–
|
–
|
|
|
1990
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$27.5K
|
–
|
–
|
–
|
|
|
1991
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$26.9K
|
–
|
–
|
–
|
|
|
1992
|
Standard Family Office
Sioux Falls,
South Dakota
|
$26.5K
|
–
|
–
|
–
|
|
|
1993
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$26.4K
|
+$28.1K
|
+839
|
New
|
|
|
1994
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$25.6K
|
-$29K
|
-866
|
-52%
|
|
|
1995
|
Tidemark
San Diego,
California
|
$25.4K
|
–
|
–
|
–
|
|
|
1996
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$25.3K
|
-$5.3K
|
-158
|
-16%
|
|
|
1997
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$24.9K
|
-$871
|
-26
|
-3%
|
|
|
1998
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$24.7K
|
-$2.75K
|
-82
|
-9%
|
|
|
1999
|
Ransom Advisory
Providence,
Rhode Island
|
$24.5K
|
–
|
–
|
–
|
|
|
2000
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$24K
|
–
|
–
|
–
|
|
