|
1951
|
Highline Wealth Partners
Sherman Oaks,
California
|
$89K
|
–
|
–
|
–
|
|
|
1952
|
Winch Advisory Services
Appleton,
Wisconsin
|
$85.8K
|
–
|
–
|
–
|
|
|
1953
|
Tradewinds Capital Management
Bellingham,
Washington
|
$79.9K
|
–
|
–
|
–
|
|
|
1954
|
Boreal Capital Management
Miami,
Florida
|
$79.4K
|
-$352K
|
-3,520
|
Closed
|
|
|
1955
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$79.4K
|
+$14.5K
|
+145
|
+22%
|
|
|
1956
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$78.4K
|
–
|
–
|
–
|
|
|
1957
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$76K
|
+$6.1K
|
+61
|
+9%
|
|
|
1958
|
Toth Financial Advisory
Leesburg,
Virginia
|
$75.1K
|
-$10K
|
-100
|
-12%
|
|
|
1959
|
Dorato Capital Management
Denver,
Colorado
|
$74.4K
|
–
|
–
|
–
|
|
|
1960
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$73K
|
-$8.5K
|
-85
|
-10%
|
|
|
1961
|
Clear Investment Research
Alpharetta,
Georgia
|
$73K
|
+$73.5K
|
+735
|
New
|
|
|
1962
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$71.4K
|
-$43.1K
|
-431
|
-37%
|
|
|
1963
|
Forum Finance Group
Geneva,
|
$70K
|
+$88K
|
+880
|
New
|
|
|
1964
|
Walsh & Associates
Sarasota,
Florida
|
$69.8K
|
–
|
–
|
–
|
|
|
1965
|
Avalon Trust
Santa Fe,
New Mexico
|
$69.5K
|
+$70K
|
+700
|
New
|
|
|
1966
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$64.5K
|
–
|
–
|
–
|
|
|
1967
|
Activest Wealth Management
Aventure,
Florida
|
$62.5K
|
+$300
|
+3
|
+0.5%
|
|
|
1968
|
Vision Retirement
Ridgewood,
New Jersey
|
$62.2K
|
+$62.7K
|
+627
|
New
|
|
|
1969
|
Your Advocates Ltd
Houston,
Texas
|
$61.3K
|
-$13.2K
|
-132
|
-18%
|
|
|
1970
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$61.3K
|
+$61.8K
|
+618
|
New
|
|
|
1971
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$60.9K
|
+$400
|
+4
|
+0.7%
|
|
|
1972
|
Caitlin John
Brighton,
Michigan
|
$60.9K
|
+$8.1K
|
+81
|
+15%
|
|
|
1973
|
IMA Advisory Services
Denver,
Colorado
|
$60K
|
–
|
–
|
–
|
|
|
1974
|
Evolution Advisers
Richmond,
Virginia
|
$59K
|
+$60K
|
+600
|
New
|
|
|
1975
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$54.3K
|
+$27.5K
|
+275
|
+101%
|
|
