|
1951
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$263K
|
+$215K
|
+1,492
|
New
|
|
|
1952
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$261K
|
-$137K
|
-951
|
-39%
|
|
|
1953
|
MBL Wealth
Charlotte,
North Carolina
|
$259K
|
-$73.8K
|
-512
|
-26%
|
|
|
1954
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$258K
|
-$22.5K
|
-156
|
-10%
|
|
|
1955
|
New Hampshire Trust
Concord,
New Hampshire
|
$258K
|
+$211K
|
+1,465
|
New
|
|
|
1956
|
HMS Capital Management
Nashville,
Tennessee
|
$258K
|
+$211K
|
+1,462
|
New
|
|
|
1957
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$257K
|
+$198K
|
+1,376
|
+1,678%
|
|
|
1958
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$257K
|
+$210K
|
+1,460
|
New
|
|
|
1959
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
$257K
|
+$210K
|
+1,459
|
New
|
|
|
1960
|
Argos Wealth Advisors
Sacramento,
California
|
$256K
|
+$210K
|
+1,454
|
New
|
|
|
1961
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$256K
|
+$210K
|
+1,454
|
New
|
|
|
1962
|
Baxter Bros Inc
Riverside,
Connecticut
|
$256K
|
+$209K
|
+1,450
|
New
|
|
|
1963
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$256K
|
+$209K
|
+1,450
|
New
|
|
|
1964
|
Teza Capital Management
Chicago,
Illinois
|
$255K
|
-$52.8K
|
-366
|
-20%
|
|
|
1965
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$255K
|
+$209K
|
+1,449
|
New
|
|
|
1966
|
EARNEST Partners
Atlanta,
Georgia
|
$255K
|
+$208K
|
+1,446
|
New
|
|
|
1967
|
Frederick Financial Consultants
Frederick,
Maryland
|
$255K
|
+$208K
|
+1,444
|
New
|
|
|
1968
|
|
$253K
|
-$100K
|
-697
|
-33%
|
|
|
1969
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$251K
|
+$205K
|
+1,422
|
New
|
|
|
1970
|
Destination Wealth Management
Walnut Creek,
California
|
$250K
|
+$204K
|
+1,418
|
New
|
|
|
1971
|
Dutch Asset Corp
Selkirk,
New York
|
$250K
|
+$204K
|
+1,415
|
New
|
|
|
1972
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$249K
|
+$204K
|
+1,415
|
New
|
|
|
1973
|
Key Financial Inc
West Chester,
Pennsylvania
|
$249K
|
–
|
–
|
–
|
|
|
1974
|
Valmark Advisers
Akron,
Ohio
|
$248K
|
+$202K
|
+1,404
|
New
|
|
|
1975
|
Avalon Capital Management
Port Of Redwood City,
California
|
$247K
|
+$202K
|
+1,400
|
New
|
|
