|
1976
|
Asset One Wealth Management
Bellevue,
Washington
|
$3.96M
|
+$3.85M
|
+5,672
|
New
|
|
|
1977
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$3.96M
|
-$1.15M
|
-1,688
|
-23%
|
|
|
1978
|
North Berkeley Wealth Management
Berkeley,
California
|
$3.95M
|
+$421K
|
+620
|
+12%
|
|
|
1979
|
Edge Financial Advisors
Wheaton,
Illinois
|
$3.94M
|
-$179K
|
-264
|
-4%
|
|
|
1980
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$3.94M
|
+$3.91M
|
+5,755
|
New
|
|
|
1981
|
Gilpin Wealth Management
Denver,
Colorado
|
$3.92M
|
+$3.88M
|
+5,721
|
New
|
|
|
1982
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$3.91M
|
-$133K
|
-196
|
-3%
|
|
|
1983
|
XTX Topco
George Town,
Cayman Islands
|
$3.91M
|
+$3.88M
|
+5,709
|
New
|
|
|
1984
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$3.91M
|
+$199K
|
+293
|
+5%
|
|
|
1985
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$3.9M
|
-$170K
|
-251
|
-4%
|
|
|
1986
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.89M
|
-$63.8K
|
-94
|
-2%
|
|
|
1987
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$3.88M
|
-$1.59M
|
-2,346
|
-29%
|
|
|
1988
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$3.88M
|
-$114K
|
-168
|
-3%
|
|
|
1989
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$3.85M
|
-$36K
|
-53
|
-0.9%
|
|
|
1990
|
Blodgett Wealth Advisors
Concord,
California
|
$3.85M
|
+$204K
|
+300
|
+6%
|
|
|
1991
|
IMA Advisory Services
Denver,
Colorado
|
$3.85M
|
+$3.67M
|
+5,408
|
+2,588%
|
|
|
1992
|
Fonville Wealth Management
Richmond,
Virginia
|
$3.84M
|
-$185K
|
-272
|
-5%
|
|
|
1993
|
Frank Rimerman Advisors
Palo Alto,
California
|
$3.83M
|
–
|
–
|
–
|
|
|
1994
|
Lyell Wealth Management
Menlo Park,
California
|
$3.83M
|
-$348K
|
-512
|
-8%
|
|
|
1995
|
First Bancorp
Damariscotta,
Maine
|
$3.83M
|
-$40.1K
|
-59
|
-1%
|
|
|
1996
|
Oxford Wealth Group
Orlando,
Florida
|
$3.82M
|
+$3.79M
|
+5,584
|
New
|
|
|
1997
|
London & Capital Asset Management
London,
United Kingdom
|
$3.81M
|
+$3.78M
|
+5,567
|
New
|
|
|
1998
|
Vontobel Holding
Zurich,
Switzerland
|
$3.8M
|
-$204K
|
-300
|
-5%
|
|
|
1999
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$3.8M
|
+$2.57M
|
+3,787
|
+215%
|
|
|
2000
|
Aznar Financial Advisors
Morris Plains,
New Jersey
|
$3.8M
|
+$3.76M
|
+5,543
|
New
|
|
