|
1976
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$21.4K
|
–
|
–
|
–
|
|
|
1977
|
Kerr Financial Planning
Fresno,
California
|
$20.9K
|
-$391K
|
-2,603
|
-91%
|
|
|
1978
|
Gilpin Wealth Management
Denver,
Colorado
|
$20.7K
|
–
|
–
|
–
|
|
|
1979
|
Kelleher Financial Advisors
New York
|
$20K
|
–
|
–
|
–
|
|
|
1980
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$20K
|
+$20.3K
|
+135
|
New
|
|
|
1981
|
10Elms LLP
Tulsa,
Oklahoma
|
$18.7K
|
+$18.9K
|
+126
|
New
|
|
|
1982
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$18.5K
|
–
|
–
|
–
|
|
|
1983
|
Essential Investment Partners
Englewood,
Colorado
|
$17.8K
|
–
|
–
|
–
|
|
|
1984
|
Allspring Global Investments
Charlotte,
North Carolina
|
$17.4K
|
+$17.7K
|
+118
|
New
|
|
|
1985
|
Reyes Financial Architecture
San Diego,
California
|
$16.6K
|
–
|
–
|
–
|
|
|
1986
|
REAP Financial Group
Austin,
Texas
|
$16.4K
|
-$75.6K
|
-503
|
-82%
|
|
|
1987
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$15.8K
|
+$16.1K
|
+107
|
New
|
|
|
1988
|
Sittner & Nelson
Eugene,
Oregon
|
$15.6K
|
–
|
–
|
–
|
|
|
1989
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$14.8K
|
–
|
–
|
–
|
|
|
1990
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$14.8K
|
–
|
–
|
–
|
|
|
1991
|
Private Wealth Management Group
Princeton,
New Jersey
|
$14.8K
|
–
|
–
|
–
|
|
|
1992
|
Davis Capital Management
Jacksonville,
Florida
|
$13.9K
|
–
|
–
|
–
|
|
|
1993
|
Kingdom Financial Group
Peoria,
Arizona
|
$12.6K
|
-$272K
|
-1,812
|
-96%
|
|
|
1994
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$12.6K
|
-$13.8K
|
-92
|
-52%
|
|
|
1995
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$12.1K
|
+$12.3K
|
+82
|
New
|
|
|
1996
|
PFS Partners
Mine Hill,
New Jersey
|
$11.7K
|
–
|
–
|
–
|
|
|
1997
|
Monetary Management Group
St Louis,
Missouri
|
$11.1K
|
–
|
–
|
–
|
|
|
1998
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$10.4K
|
–
|
–
|
–
|
|
|
1999
|
Wolff Wiese Magana
Carslbad,
California
|
$9.69K
|
+$5.11K
|
+34
|
+110%
|
|
|
2000
|
PlanVest Financial
Gaithersburg,
Maryland
|
$9.03K
|
+$9.17K
|
+61
|
New
|
|
