|
1976
|
Financial Perspectives
Minneapolis,
Minnesota
|
$10.7K
|
+$10.1K
|
+32
|
New
|
|
|
1977
|
Elevation Wealth Partners
Santa Rosa,
California
|
$10K
|
–
|
–
|
–
|
|
|
1978
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
1979
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$9.71K
|
+$9.2K
|
+29
|
New
|
|
|
1980
|
Cordant Inc
Portland,
Oregon
|
$9.55K
|
+$9.2K
|
+29
|
New
|
|
|
1981
|
Planning Strategies
Lancaster,
Pennsylvania
|
$9.38K
|
+$8.88K
|
+28
|
New
|
|
|
1982
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$9.38K
|
+$8.88K
|
+28
|
New
|
|
|
1983
|
Whipplewood Advisors
Littleton,
Colorado
|
$9.04K
|
-$87.9K
|
-277
|
-91%
|
|
|
1984
|
Principia Wealth Advisory
Dallas,
Texas
|
$9.04K
|
+$634
|
+2
|
+8%
|
|
|
1985
|
Marshall Investment Management
Littleton,
Colorado
|
$8.71K
|
+$634
|
+2
|
+8%
|
|
|
1986
|
Golden State Equity Partners
South Coast Metro,
California
|
$8.39K
|
-$1.42M
|
-4,471
|
-99%
|
|
|
1987
|
Wiser Advisor Group
Phoenix,
Arizona
|
$8.37K
|
–
|
–
|
–
|
|
|
1988
|
Aspect Partners
Fairfax,
Virginia
|
$8.37K
|
-$3.81K
|
-12
|
-32%
|
|
|
1989
|
WealthCollab
Bellevue,
Washington
|
$8.04K
|
+$4.76K
|
+15
|
+167%
|
|
|
1990
|
IMG Wealth Management
Jacksonville,
Florida
|
$7.7K
|
+$6.34K
|
+20
|
+667%
|
|
|
1991
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$7.37K
|
+$2.22K
|
+7
|
+47%
|
|
|
1992
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$7.37K
|
+$3.17K
|
+10
|
+83%
|
|
|
1993
|
Lodestone Wealth Management
Spokane,
Washington
|
$7.37K
|
–
|
–
|
–
|
|
|
1994
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$7.37K
|
+$6.98K
|
+22
|
New
|
|
|
1995
|
Gordian Capital (Singapore)
Singapore
|
$7.37K
|
+$6.98K
|
+22
|
New
|
|
|
1996
|
Westend Capital Management
Sausalito,
California
|
$7.37K
|
+$6.98K
|
+22
|
New
|
|
|
1997
|
Kilter Group
Rhinebeck,
New York
|
$7.03K
|
+$2.85K
|
+9
|
+75%
|
|
|
1998
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$6.36K
|
–
|
–
|
–
|
|
|
1999
|
GHP Investment Advisors
Denver,
Colorado
|
$6.36K
|
–
|
–
|
–
|
|
|
2000
|
Allied Private Wealth
Boca Raton,
Florida
|
$6.36K
|
+$6.34K
|
+20
|
New
|
|
