|
1951
|
Antonelli Financial Advisors
Grosse Pointe,
Michigan
|
$40.4万
|
-$16.4万
|
-1,360
|
-29%
|
|
|
1952
|
High Point Wealth Management
Chester,
New Jersey
|
$40.4万
|
+$241
|
+2
|
+0.1%
|
|
|
1953
|
Focused Alpha LLC
Denver,
Colorado
|
$40.3万
|
-$2.4万
|
-199
|
-6%
|
|
|
1954
|
Range Financial Group
Tigard,
Oregon
|
$40.2万
|
–
|
–
|
–
|
|
|
1955
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$40.1万
|
-$11.9万
|
-988
|
-23%
|
|
|
1956
|
SkyOak Wealth
Southfield,
Michigan
|
$40万
|
+$6.26万
|
+519
|
+19%
|
|
|
1957
|
Copia Wealth Management
Bend,
Oregon
|
$39.9万
|
-$2.17万
|
-180
|
-5%
|
|
|
1958
|
Prudent Investors Network
Lake Forest,
California
|
$39.8万
|
-$49.3万
|
-4,092
|
-56%
|
|
|
1959
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$39.7万
|
-$6.23万
|
-517
|
-14%
|
|
|
1960
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$39.6万
|
-$4,822
|
-40
|
-1%
|
|
|
1961
|
Investors Research Corp
Atlanta,
Georgia
|
$39.5万
|
+$10.2万
|
+844
|
+36%
|
|
|
1962
|
Kaufman Rossin Wealth
Miami,
Florida
|
$39.2万
|
–
|
–
|
–
|
|
|
1963
|
Bonfire Financial
Colorado Springs,
Colorado
|
$39.2万
|
–
|
–
|
–
|
|
|
1964
|
Scarborough Advisors
Annapolis,
Maryland
|
$39万
|
-$121
|
-1
|
-0%
|
|
|
1965
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$39万
|
+$362
|
+3
|
+0.1%
|
|
|
1966
|
Matisse Capital
Portland,
Oregon
|
$39万
|
–
|
–
|
–
|
|
|
1967
|
High Net Worth Advisory Group
Naples,
Florida
|
$38.9万
|
–
|
–
|
–
|
|
|
1968
|
DSM Capital Partners
Palm Beach Gardens,
Florida
|
$38.9万
|
-$584万
|
-48,457
|
-94%
|
|
|
1969
|
Prospect Financial Services
Melville,
New York
|
$38.8万
|
+$3,617
|
+30
|
+1%
|
|
|
1970
|
Abacus Wealth Partners
Santa Monica,
California
|
$38.7万
|
+$5.02万
|
+416
|
+15%
|
|
|
1971
|
Stone Loft Wealth Management
West Chester,
Pennsylvania
|
$38.6万
|
-$1.64万
|
-136
|
-4%
|
|
|
1972
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$38.6万
|
–
|
–
|
–
|
|
|
1973
|
Emergent Wealth Advisors
Williamsville,
New York
|
$38.4万
|
+$121
|
+1
|
+0%
|
|
|
1974
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$38.4万
|
–
|
–
|
–
|
|
|
1975
|
O'Rourke & Company
Boston,
Massachusetts
|
$38万
|
-$1.21万
|
-100
|
-3%
|
|
