|
1976
|
DecisionPoint Financial
Mesa,
Arizona
|
$20.9K
|
–
|
–
|
–
|
|
|
1977
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
1978
|
Hantz Financial Services
Southfield,
Michigan
|
$20K
|
–
|
–
|
–
|
|
|
1979
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$19.9K
|
–
|
–
|
–
|
|
|
1980
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$19.7K
|
+$20.7K
|
+395
|
New
|
|
|
1981
|
Provence Wealth Management Group
Irvine,
California
|
$19.7K
|
+$20.7K
|
+395
|
New
|
|
|
1982
|
TFO Wealth Partners
Maumee,
Ohio
|
$18.8K
|
–
|
–
|
–
|
|
|
1983
|
Robbins Farley
Bedford,
New Hampshire
|
$17.2K
|
+$18.1K
|
+345
|
New
|
|
|
1984
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
1985
|
Steward Financial Group
Colleyville,
Texas
|
$16K
|
-$9.17K
|
-175
|
-35%
|
|
|
1986
|
|
$15.6K
|
–
|
–
|
–
|
|
|
1987
|
Impact Partnership Wealth
Marietta,
Georgia
|
$15.2K
|
+$13.9K
|
+265
|
+663%
|
|
|
1988
|
Provident Wealth Management
Brentwood,
Tennessee
|
$12.7K
|
-$524
|
-10
|
-4%
|
|
|
1989
|
Raffa Wealth Management
Washington,
District of Columbia
|
$12.2K
|
-$13.4K
|
-255
|
-51%
|
|
|
1990
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$12K
|
+$2.88K
|
+55
|
+28%
|
|
|
1991
|
Howe & Rusling
Rochester,
New York
|
$11.2K
|
–
|
–
|
–
|
|
|
1992
|
Caldwell Sutter Capital
Sausalito,
California
|
$11K
|
–
|
–
|
–
|
|
|
1993
|
Delos Wealth Advisors
Dallas,
Texas
|
$10.6K
|
–
|
–
|
–
|
|
|
1994
|
PFS Partners
Mine Hill,
New Jersey
|
$10.6K
|
-$49.8K
|
-950
|
-82%
|
|
|
1995
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$9.22K
|
+$9.7K
|
+185
|
New
|
|
|
1996
|
Buck Wealth Strategies
Denver,
Colorado
|
$9.16K
|
+$9.7K
|
+185
|
New
|
|
|
1997
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$8.98K
|
–
|
–
|
–
|
|
|
1998
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$8.73K
|
–
|
–
|
–
|
|
|
1999
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$8K
|
-$9.7K
|
-185
|
-54%
|
|
|
2000
|
Pathway Financial Advisers
Auburn,
Indiana
|
$6.23K
|
+$6.55K
|
+125
|
New
|
|
