|
1976
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$18.7K
|
+$2.15K
|
+50
|
+13%
|
|
|
1977
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$18.6K
|
-$33K
|
-765
|
-64%
|
|
|
1978
|
Elevation Wealth Partners
Santa Rosa,
California
|
$18.1K
|
–
|
–
|
–
|
|
|
1979
|
Ransom Advisory
Providence,
Rhode Island
|
$18.1K
|
–
|
–
|
–
|
|
|
1980
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$17.8K
|
+$1.25K
|
+29
|
+8%
|
|
|
1981
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$17.5K
|
-$59.2M
|
-1,375,000
|
-100%
|
|
|
1982
|
Acima Private Wealth
Richmond,
Virginia
|
$16K
|
–
|
–
|
–
|
|
|
1983
|
Wiser Advisor Group
Phoenix,
Arizona
|
$15.5K
|
+$4.26K
|
+99
|
+39%
|
|
|
1984
|
VisionPoint Advisory Group
Dallas,
Texas
|
$15.5K
|
+$13.7K
|
+319
|
+911%
|
|
|
1985
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$15K
|
–
|
–
|
–
|
|
|
1986
|
Syntrinsic
Denver,
Colorado
|
$14.6K
|
–
|
–
|
–
|
|
|
1987
|
Hantz Financial Services
Southfield,
Michigan
|
$14K
|
-$1.21K
|
-28
|
-8%
|
|
|
1988
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$13.9K
|
–
|
–
|
–
|
|
|
1989
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$13.3K
|
+$13.1K
|
+305
|
New
|
|
|
1990
|
LRI Investments
Palm Beach Gardens,
Florida
|
$13.2K
|
–
|
–
|
–
|
|
|
1991
|
Rakuten Securities
Tokyo,
Japan
|
$13.1K
|
-$78.1K
|
-1,813
|
-86%
|
|
|
1992
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$13.1K
|
–
|
–
|
–
|
|
|
1993
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$13K
|
–
|
–
|
–
|
|
|
1994
|
Pacific Capital Wealth Advisors
Corona,
California
|
$12.8K
|
–
|
–
|
–
|
|
|
1995
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$12.3K
|
-$35.6K
|
-827
|
-75%
|
|
|
1996
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$12.2K
|
+$10.6K
|
+245
|
New
|
|
|
1997
|
Live Oak Investment Partners
Austin,
Texas
|
$11.1K
|
–
|
–
|
–
|
|
|
1998
|
Custom Portfolio Group
Englewood,
Colorado
|
$11K
|
–
|
–
|
–
|
|
|
1999
|
Bellevue Asset Management
Bellevue,
Washington
|
$10.8K
|
–
|
–
|
–
|
|
|
2000
|
LGT Financial Advisors
Dallas,
Texas
|
$9.31K
|
+$43
|
+1
|
+0.5%
|
|
