|
1951
|
Navigoe Wealth Management
Redondo Beach,
California
|
$17K
|
–
|
–
|
–
|
|
|
1952
|
BOK Financial Private Wealth
Denver,
Colorado
|
$16.9K
|
-$43K
|
-147
|
-73%
|
|
|
1953
|
Greenline Wealth Management
Boca Raton,
Florida
|
$16.3K
|
+$15.2K
|
+52
|
New
|
|
|
1954
|
Hollencrest Capital Management
Newport Beach,
California
|
$16.2K
|
-$29.2K
|
-100
|
-66%
|
|
|
1955
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$15.9K
|
+$14.9K
|
+51
|
New
|
|
|
1956
|
Ankerstar Wealth
Leander,
Texas
|
$15.7K
|
+$14.6K
|
+50
|
New
|
|
|
1957
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$15.6K
|
–
|
–
|
–
|
|
|
1958
|
High Note Wealth
Deephaven,
Minnesota
|
$15.6K
|
+$8.48K
|
+29
|
+138%
|
|
|
1959
|
Caitlin John
Brighton,
Michigan
|
$15.6K
|
+$14.6K
|
+50
|
New
|
|
|
1960
|
Bare Financial Services
Gap,
Pennsylvania
|
$15K
|
+$2.34K
|
+8
|
+20%
|
|
|
1961
|
Joseph Group Capital Management
Columbus,
Ohio
|
$14.4K
|
+$13.4K
|
+46
|
New
|
|
|
1962
|
Copia Wealth Management
Bend,
Oregon
|
$14K
|
–
|
–
|
–
|
|
|
1963
|
Frazier Financial Advisors
Columbus,
Ohio
|
$13.7K
|
+$877
|
+3
|
+7%
|
|
|
1964
|
Greykasell Wealth Strategies
Danville,
California
|
$13.4K
|
–
|
–
|
–
|
|
|
1965
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$13.4K
|
–
|
–
|
–
|
|
|
1966
|
Clal Insurance
Tel-Aviv,
Israel
|
$13K
|
-$877
|
-3
|
-7%
|
|
|
1967
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$12.5K
|
+$11.7K
|
+40
|
New
|
|
|
1968
|
Alexis Investment Partners
Montgomery,
Texas
|
$12.2K
|
–
|
–
|
–
|
|
|
1969
|
Red Tortoise LLC
Atlanta,
Georgia
|
$12.2K
|
–
|
–
|
–
|
|
|
1970
|
Dunhill Financial
London,
United Kingdom
|
$11.9K
|
+$1.17K
|
+4
|
+12%
|
|
|
1971
|
Curio Wealth
Annapolis,
Maryland
|
$11.6K
|
+$10.8K
|
+37
|
New
|
|
|
1972
|
Quattro Advisors
Pittsburgh,
Pennsylvania
|
$11.4K
|
+$10.8K
|
+37
|
New
|
|
|
1973
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
1974
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$10.9K
|
–
|
–
|
–
|
|
|
1975
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$10.6K
|
+$1.46K
|
+5
|
+17%
|
|
