|
1976
|
Bullock Wealth Management
Bloomington,
Indiana
|
$1.68K
|
+$1.69K
|
+4
|
New
|
|
|
1977
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.66K
|
–
|
–
|
–
|
|
|
1978
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$1.63K
|
–
|
–
|
–
|
|
|
1979
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$1.63K
|
–
|
–
|
–
|
|
|
1980
|
POM Investment Strategies
Raleigh,
North Carolina
|
$1.63K
|
–
|
–
|
–
|
|
|
1981
|
Sunrise Financial Services
Burien,
Washington
|
$1.63K
|
–
|
–
|
–
|
|
|
1982
|
Lummis Asset Management
Fort Worth,
Texas
|
$1.63K
|
+$1.69K
|
+4
|
New
|
|
|
1983
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$1.23K
|
+$1.27K
|
+3
|
New
|
|
|
1984
|
Parallax Volatility Advisers
San Francisco,
California
|
$1.22K
|
-$228K
|
-541
|
-99%
|
|
|
1985
|
Mosley Wealth Management
Anaheim,
California
|
$1.22K
|
-$30.8K
|
-73
|
-96%
|
|
|
1986
|
WealthCollab
Bellevue,
Washington
|
$1.22K
|
-$2.53K
|
-6
|
-67%
|
|
|
1987
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$1.22K
|
-$1.27K
|
-3
|
-50%
|
|
|
1988
|
Godfrey Financial Associates
Glenmont,
New York
|
$1.22K
|
–
|
–
|
–
|
|
|
1989
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$1.22K
|
–
|
–
|
–
|
|
|
1990
|
Downshift Financial
Boulder,
Colorado
|
$1.22K
|
+$1.27K
|
+3
|
New
|
|
|
1991
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$1.22K
|
+$1.27K
|
+3
|
New
|
|
|
1992
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$1K
|
–
|
–
|
–
|
|
|
1993
|
Pin Oak Investment Advisors
Houston,
Texas
|
$1K
|
+$845
|
+2
|
New
|
|
|
1994
|
DecisionPoint Financial
Mesa,
Arizona
|
$830
|
-$422
|
-1
|
-33%
|
|
|
1995
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$816
|
–
|
–
|
–
|
|
|
1996
|
Monetary Solutions
Dayton,
Ohio
|
$815
|
–
|
–
|
–
|
|
|
1997
|
Seneschal Advisors
Tacoma,
Washington
|
$815
|
–
|
–
|
–
|
|
|
1998
|
Breakwater Investment Management
Seattle,
Washington
|
$815
|
+$422
|
+1
|
+100%
|
|
|
1999
|
Financial Gravity Companies
Lakeway,
Texas
|
$815
|
+$845
|
+2
|
New
|
|
|
2000
|
Investors Portfolio Services
Puyallup,
Washington
|
$793
|
–
|
–
|
–
|
|
