|
1951
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$59.9K
|
–
|
–
|
–
|
|
|
1952
|
ICA Group Wealth Management
Denver,
Colorado
|
$59.7K
|
-$74.5K
|
-449
|
-55%
|
|
|
1953
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$59.5K
|
–
|
–
|
–
|
|
|
1954
|
Lee Financial
Dallas,
Texas
|
$59.1K
|
-$39K
|
-235
|
-40%
|
|
|
1955
|
Tacita Capital
Toronto,
Ontario, Canada
|
$59K
|
–
|
–
|
–
|
|
|
1956
|
Highlander Capital Management
Short Hills,
New Jersey
|
$58K
|
–
|
–
|
–
|
|
|
1957
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$57.8K
|
-$16.6K
|
-100
|
-22%
|
|
|
1958
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$57.2K
|
–
|
–
|
–
|
|
|
1959
|
Financial Connections Group
Corte Madera,
California
|
$55K
|
-$88.9K
|
-536
|
-62%
|
|
|
1960
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$53.6K
|
-$7.46K
|
-45
|
-12%
|
|
|
1961
|
Bell Investment Advisors
Oakland,
California
|
$51K
|
+$6.64K
|
+40
|
+15%
|
|
|
1962
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$49.5K
|
+$22.2K
|
+134
|
+81%
|
|
|
1963
|
AllSquare Wealth Management
Albany,
New York
|
$49.3K
|
–
|
–
|
–
|
|
|
1964
|
Hoese & Co
Glencoe,
Minnesota
|
$48.7K
|
–
|
–
|
–
|
|
|
1965
|
EARNEST Partners
Atlanta,
Georgia
|
$48.3K
|
–
|
–
|
–
|
|
|
1966
|
Vestor Capital
Chicago,
Illinois
|
$48K
|
-$664
|
-4
|
-1%
|
|
|
1967
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$46K
|
+$23.1K
|
+139
|
+99%
|
|
|
1968
|
DecisionPoint Financial
Mesa,
Arizona
|
$45.4K
|
–
|
–
|
–
|
|
|
1969
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$44.9K
|
–
|
–
|
–
|
|
|
1970
|
Stephens Consulting
Flint,
Michigan
|
$42.6K
|
–
|
–
|
–
|
|
|
1971
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$41.4K
|
–
|
–
|
–
|
|
|
1972
|
Addison Advisors
Middlebury,
Vermont
|
$39.4K
|
+$12.3K
|
+74
|
+45%
|
|
|
1973
|
Clearview Wealth Advisors
Salem,
Oregon
|
$39.2K
|
+$1.82K
|
+11
|
+5%
|
|
|
1974
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$39K
|
–
|
–
|
–
|
|
|
1975
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$38.6K
|
–
|
–
|
–
|
|
