|
1951
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$86.1K
|
-$41.7K
|
-255
|
-36%
|
|
|
1952
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$83.8K
|
+$44.5K
|
+272
|
+162%
|
|
|
1953
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$83K
|
-$6.54K
|
-40
|
-8%
|
|
|
1954
|
West Financial Advisors
Des Moines,
Iowa
|
$82.5K
|
–
|
–
|
–
|
|
|
1955
|
Align Wealth Management
Oklahoma City,
Oklahoma
|
$82.4K
|
+$111K
|
+681
|
New
|
|
|
1956
|
Bollard Group
Boston,
Massachusetts
|
$81K
|
–
|
–
|
–
|
|
|
1957
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$79.1K
|
-$40.9K
|
-250
|
-38%
|
|
|
1958
|
AssetMark Inc
Concord,
California
|
$77.7K
|
+$20.3K
|
+124
|
+44%
|
|
|
1959
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$76K
|
+$11.6K
|
+71
|
+22%
|
|
|
1960
|
Baystate Wealth Management
Boston,
Massachusetts
|
$76K
|
–
|
–
|
–
|
|
|
1961
|
SRH Advisors
Salina,
Kansas
|
$76K
|
–
|
–
|
–
|
|
|
1962
|
Truvestments Capital
Sarasota,
Florida
|
$74.2K
|
-$13.1K
|
-80
|
-17%
|
|
|
1963
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$73.5K
|
+$3.27K
|
+20
|
+5%
|
|
|
1964
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$73.3K
|
-$8.83K
|
-54
|
-12%
|
|
|
1965
|
Kelly Financial Services
Braintree,
Massachusetts
|
$72.3K
|
–
|
–
|
–
|
|
|
1966
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$72K
|
–
|
–
|
–
|
|
|
1967
|
Winch Advisory Services
Appleton,
Wisconsin
|
$72K
|
–
|
–
|
–
|
|
|
1968
|
Concord Wealth Partners
Abingdon,
Virginia
|
$71.4K
|
+$61.3K
|
+375
|
New
|
|
|
1969
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$71K
|
+$17.2K
|
+105
|
+39%
|
|
|
1970
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$71K
|
-$1.64K
|
-10
|
-3%
|
|
|
1971
|
JDM Financial Group
Austin,
Texas
|
$70.5K
|
+$60.5K
|
+370
|
New
|
|
|
1972
|
Hollencrest Capital Management
Newport Beach,
California
|
$70.3K
|
+$60.4K
|
+369
|
New
|
|
|
1973
|
Horan Securities
Cincinnati,
United States
|
$68.7K
|
-$16.5K
|
-101
|
-22%
|
|
|
1974
|
3Chopt Investment Partners
Richmond,
Virginia
|
$66.2K
|
+$56.9K
|
+348
|
New
|
|
|
1975
|
Erste Asset Management
Vienna,
Austria
|
$66.1K
|
–
|
–
|
–
|
|
