|
1976
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$18.5K
|
–
|
–
|
–
|
|
|
1977
|
Essential Investment Partners
Englewood,
Colorado
|
$17.8K
|
–
|
–
|
–
|
|
|
1978
|
Allspring Global Investments
Charlotte,
North Carolina
|
$17.4K
|
+$17.7K
|
+118
|
New
|
|
|
1979
|
Reyes Financial Architecture
San Diego,
California
|
$16.6K
|
–
|
–
|
–
|
|
|
1980
|
REAP Financial Group
Austin,
Texas
|
$16.4K
|
-$75.6K
|
-503
|
-82%
|
|
|
1981
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$15.8K
|
+$16.1K
|
+107
|
New
|
|
|
1982
|
Sittner & Nelson
Eugene,
Oregon
|
$15.6K
|
–
|
–
|
–
|
|
|
1983
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$14.8K
|
–
|
–
|
–
|
|
|
1984
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$14.8K
|
–
|
–
|
–
|
|
|
1985
|
Private Wealth Management Group
Princeton,
New Jersey
|
$14.8K
|
–
|
–
|
–
|
|
|
1986
|
Davis Capital Management
Jacksonville,
Florida
|
$13.9K
|
–
|
–
|
–
|
|
|
1987
|
Kingdom Financial Group
Peoria,
Arizona
|
$12.6K
|
-$272K
|
-1,812
|
-96%
|
|
|
1988
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$12.6K
|
-$13.8K
|
-92
|
-52%
|
|
|
1989
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$12.1K
|
+$12.3K
|
+82
|
New
|
|
|
1990
|
PFS Partners
Mine Hill,
New Jersey
|
$11.7K
|
–
|
–
|
–
|
|
|
1991
|
Monetary Management Group
St Louis,
Missouri
|
$11.1K
|
–
|
–
|
–
|
|
|
1992
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$10.4K
|
–
|
–
|
–
|
|
|
1993
|
Wolff Wiese Magana
Carslbad,
California
|
$9.69K
|
+$5.11K
|
+34
|
+110%
|
|
|
1994
|
PlanVest Financial
Gaithersburg,
Maryland
|
$9.03K
|
+$9.17K
|
+61
|
New
|
|
|
1995
|
Signature Resources Capital Management
Newport Beach,
California
|
$8.89K
|
–
|
–
|
–
|
|
|
1996
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$8.59K
|
-$1.02M
|
-6,752
|
-99%
|
|
|
1997
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$8.25K
|
+$8.42K
|
+56
|
New
|
|
|
1998
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$7.7K
|
-$301
|
-2
|
-4%
|
|
|
1999
|
LRI Investments
Palm Beach Gardens,
Florida
|
$7.41K
|
-$30.1K
|
-200
|
-80%
|
|
|
2000
|
Allianz Asset Management
Munich,
Germany
|
$6.67K
|
–
|
–
|
–
|
|
