|
1976
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$33K
|
-$12.3K
|
-27
|
-28%
|
|
|
1977
|
Bellwether Advisors
Lincoln,
Nebraska
|
$32.4K
|
+$22.8K
|
+50
|
+263%
|
|
|
1978
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$31.9K
|
–
|
–
|
–
|
|
|
1979
|
United Community Bank
Greenville,
South Carolina
|
$31K
|
–
|
–
|
–
|
|
|
1980
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$30K
|
+$5.48K
|
+12
|
+23%
|
|
|
1981
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$28.6K
|
+$8.67K
|
+19
|
+46%
|
|
|
1982
|
WealthCollab
Bellevue,
Washington
|
$28.2K
|
–
|
–
|
–
|
|
|
1983
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$27.1K
|
+$19.2K
|
+42
|
+263%
|
|
|
1984
|
Bogart Wealth LLC
Mclean,
Virginia
|
$26.7K
|
-$8.22K
|
-18
|
-24%
|
|
|
1985
|
New Age Alpha Advisors
Rye,
New York
|
$25.3K
|
-$16.9K
|
-37
|
-41%
|
|
|
1986
|
Darwin Wealth Management
Tampa,
Florida
|
$25.1K
|
-$16K
|
-35
|
-40%
|
|
|
1987
|
First Eagle Investment Management
New York
|
$24.9K
|
–
|
–
|
–
|
|
|
1988
|
North Capital
Salt Lake City,
Utah
|
$24.9K
|
–
|
–
|
–
|
|
|
1989
|
|
$24.9K
|
–
|
–
|
–
|
|
|
1990
|
Toth Financial Advisory
Leesburg,
Virginia
|
$24.4K
|
–
|
–
|
–
|
|
|
1991
|
First Pacific Financial
Vancouver,
Washington
|
$23.9K
|
-$1.83K
|
-4
|
-7%
|
|
|
1992
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$23.5K
|
-$4.56K
|
-10
|
-17%
|
|
|
1993
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$23.5K
|
–
|
–
|
–
|
|
|
1994
|
Evolution Wealth Management
Fort Myers,
Florida
|
$23.5K
|
+$22.8K
|
+50
|
New
|
|
|
1995
|
Kilter Group
Rhinebeck,
New York
|
$22.1K
|
+$21.5K
|
+47
|
New
|
|
|
1996
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$22.1K
|
–
|
–
|
–
|
|
|
1997
|
PrairieView Partners
St. Paul,
Minnesota
|
$22K
|
–
|
–
|
–
|
|
|
1998
|
Perritt Capital Management
Chicago,
Illinois
|
$21.9K
|
–
|
–
|
–
|
|
|
1999
|
True Wealth Design
Akron,
Ohio
|
$21.8K
|
+$3.65K
|
+8
|
+21%
|
|
|
2000
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$21.6K
|
–
|
–
|
–
|
|
