|
1951
|
Evolution Advisers
Richmond,
Virginia
|
$89K
|
+$29.7K
|
+300
|
+50%
|
|
|
1952
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$89K
|
-$2.77K
|
-28
|
-3%
|
|
|
1953
|
Highline Wealth Partners
Sherman Oaks,
California
|
$88.7K
|
-$99
|
-1
|
-0.1%
|
|
|
1954
|
Howe & Rusling
Rochester,
New York
|
$79.7K
|
-$138K
|
-1,391
|
-63%
|
|
|
1955
|
Tradewinds Capital Management
Bellingham,
Washington
|
$79.7K
|
–
|
–
|
–
|
|
|
1956
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$78.5K
|
+$78.5K
|
+793
|
New
|
|
|
1957
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$77.5K
|
-$99
|
-1
|
-0.1%
|
|
|
1958
|
Dorato Capital Management
Denver,
Colorado
|
$73.4K
|
–
|
–
|
–
|
|
|
1959
|
Tucker Asset Management
Littleton,
Colorado
|
$73.2K
|
-$32.3K
|
-326
|
-31%
|
|
|
1960
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$72.8K
|
+$99
|
+1
|
+0.1%
|
|
|
1961
|
Cardiff Park Advisors
Carlsbad,
California
|
$72.3K
|
-$95.8K
|
-968
|
-57%
|
|
|
1962
|
Toth Financial Advisory
Leesburg,
Virginia
|
$72.2K
|
-$2.77K
|
-28
|
-4%
|
|
|
1963
|
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
|
$70.1K
|
+$39.7K
|
+401
|
+955%
|
|
|
1964
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$70K
|
-$6.04K
|
-61
|
-8%
|
|
|
1965
|
Forum Finance Group
Geneva,
|
$70K
|
–
|
–
|
–
|
|
|
1966
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$70K
|
-$9.2K
|
-93
|
-12%
|
|
|
1967
|
Avalon Trust
Santa Fe,
New Mexico
|
$69.3K
|
–
|
–
|
–
|
|
|
1968
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$68.3K
|
+$7.62K
|
+77
|
+13%
|
|
|
1969
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$64.3K
|
–
|
–
|
–
|
|
|
1970
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$63K
|
+$36.9K
|
+373
|
+137%
|
|
|
1971
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$61.2K
|
–
|
–
|
–
|
|
|
1972
|
Caitlin John
Brighton,
Michigan
|
$60.7K
|
–
|
–
|
–
|
|
|
1973
|
Asset Dedication LLC
San Francisco,
California
|
$55.3K
|
-$64.5K
|
-652
|
-54%
|
|
|
1974
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$54.5K
|
+$54.5K
|
+551
|
New
|
|
|
1975
|
Navigoe Wealth Management
Redondo Beach,
California
|
$53K
|
–
|
–
|
–
|
|
