|
1976
|
Eagle Bay Advisors
New York
|
$31.6K
|
+$31.7K
|
+74
|
New
|
|
|
1977
|
High Note Wealth
Deephaven,
Minnesota
|
$31.1K
|
+$16.3K
|
+38
|
+109%
|
|
|
1978
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$31.1K
|
–
|
–
|
–
|
|
|
1979
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$30.3K
|
+$22.3K
|
+52
|
+274%
|
|
|
1980
|
Abound Wealth Management
Franklin,
Tennessee
|
$30K
|
-$428
|
-1
|
-1%
|
|
|
1981
|
Truvestments Capital
Sarasota,
Florida
|
$29.4K
|
–
|
–
|
–
|
|
|
1982
|
Bravera Wealth
Bismarck,
North Dakota
|
$29.4K
|
+$29.6K
|
+69
|
New
|
|
|
1983
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$29.2K
|
-$41.1K
|
-96
|
-58%
|
|
|
1984
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$29K
|
–
|
–
|
–
|
|
|
1985
|
Park Square Financial Group
Roswell,
Georgia
|
$28.9K
|
–
|
–
|
–
|
|
|
1986
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$28.8K
|
-$3.43K
|
-8
|
-11%
|
|
|
1987
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$28.8K
|
+$16.7K
|
+39
|
+134%
|
|
|
1988
|
Triumph Capital Management
Denver,
Colorado
|
$28.1K
|
+$28.3K
|
+66
|
New
|
|
|
1989
|
Kerr Financial Planning
Fresno,
California
|
$28.1K
|
–
|
–
|
–
|
|
|
1990
|
Sachetta
Lynnfield,
Massachusetts
|
$27.8K
|
-$411K
|
-959
|
-94%
|
|
|
1991
|
Nova Wealth Management
Bonita Springs,
Florida
|
$27.7K
|
-$13.3K
|
-31
|
-32%
|
|
|
1992
|
Bogart Wealth LLC
Mclean,
Virginia
|
$26K
|
–
|
–
|
–
|
|
|
1993
|
Toth Financial Advisory
Leesburg,
Virginia
|
$26K
|
+$3.85K
|
+9
|
+17%
|
|
|
1994
|
WealthCollab
Bellevue,
Washington
|
$25.6K
|
–
|
–
|
–
|
|
|
1995
|
Avion Wealth
The Woodlands,
Texas
|
$24K
|
-$12.9K
|
-30
|
-34%
|
|
|
1996
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$23.8K
|
-$2.57K
|
-6
|
-10%
|
|
|
1997
|
Nemes Rush Group
Novi,
Michigan
|
$23.5K
|
-$45.8K
|
-107
|
-66%
|
|
|
1998
|
Group One Trading
Chicago,
Illinois
|
$23.5K
|
+$23.6K
|
+55
|
New
|
|
|
1999
|
New Age Alpha Advisors
Rye,
New York
|
$23K
|
–
|
–
|
–
|
|
|
2000
|
Turning Point Benefit Group
Frederick,
Maryland
|
$23K
|
+$14.1K
|
+33
|
+157%
|
|
