|
1951
|
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
|
$70.1K
|
+$39.7K
|
+401
|
+955%
|
|
|
1952
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$70K
|
-$6.04K
|
-61
|
-8%
|
|
|
1953
|
Forum Finance Group
Geneva,
|
$70K
|
–
|
–
|
–
|
|
|
1954
|
Avalon Trust
Santa Fe,
New Mexico
|
$69.3K
|
–
|
–
|
–
|
|
|
1955
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$68.3K
|
+$7.62K
|
+77
|
+13%
|
|
|
1956
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$63K
|
+$36.9K
|
+373
|
+137%
|
|
|
1957
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$61.2K
|
–
|
–
|
–
|
|
|
1958
|
Caitlin John
Brighton,
Michigan
|
$60.7K
|
–
|
–
|
–
|
|
|
1959
|
Asset Dedication LLC
San Francisco,
California
|
$55.3K
|
-$64.5K
|
-652
|
-54%
|
|
|
1960
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$54.5K
|
+$54.5K
|
+551
|
New
|
|
|
1961
|
Navigoe Wealth Management
Redondo Beach,
California
|
$53K
|
–
|
–
|
–
|
|
|
1962
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$49.9K
|
-$21.3K
|
-215
|
-30%
|
|
|
1963
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$49.2K
|
+$47.8K
|
+483
|
+3,450%
|
|
|
1964
|
Manning & Napier Advisors
Fairport,
New York
|
$47K
|
–
|
–
|
–
|
|
|
1965
|
Hilltop National Bank
Casper,
Wyoming
|
$46.6K
|
+$24.8K
|
+251
|
+114%
|
|
|
1966
|
Financial Perspectives
Minneapolis,
Minnesota
|
$45.3K
|
+$27.5K
|
+278
|
+154%
|
|
|
1967
|
Frazier Financial Advisors
Columbus,
Ohio
|
$44.6K
|
–
|
–
|
–
|
|
|
1968
|
Covestor
London,
United Kingdom
|
$43K
|
+$3.66K
|
+37
|
+9%
|
|
|
1969
|
Signature Equity Partners
Columbus,
Ohio
|
$40.9K
|
–
|
–
|
–
|
|
|
1970
|
Elevate Wealth Advisory
Athens,
Georgia
|
$40.8K
|
+$8.51K
|
+86
|
+26%
|
|
|
1971
|
AlphaCore Capital
La Jolla,
California
|
$40.2K
|
+$8.01K
|
+81
|
+25%
|
|
|
1972
|
ESL Trust Services
Rochester,
New York
|
$36.5K
|
-$5.05K
|
-51
|
-12%
|
|
|
1973
|
NEPC LLC
Boston,
Massachusetts
|
$35.8K
|
+$35.8K
|
+362
|
New
|
|
|
1974
|
Investors Research Corp
Atlanta,
Georgia
|
$34.8K
|
+$14.7K
|
+149
|
+73%
|
|
|
1975
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$34.7K
|
-$66K
|
-667
|
-66%
|
|
