|
1951
|
Kelly Financial Services
Braintree,
Massachusetts
|
$69K
|
+$61K
|
+201
|
+490%
|
|
|
1952
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$68K
|
-$303
|
-1
|
-0.4%
|
|
|
1953
|
Royal Fund Management
Lady Lake,
Florida
|
$67K
|
-$14K
|
-46
|
-16%
|
|
|
1954
|
Acima Private Wealth
Richmond,
Virginia
|
$67K
|
–
|
–
|
–
|
|
|
1955
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$67K
|
–
|
–
|
–
|
|
|
1956
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$65K
|
+$7.59K
|
+25
|
+12%
|
|
|
1957
|
Close Asset Management
London,
United Kingdom
|
$63K
|
–
|
–
|
–
|
|
|
1958
|
TimeScale Financial
Danvers,
Massachusetts
|
$62K
|
–
|
–
|
–
|
|
|
1959
|
Capstone Financial Group
Oklahoma City,
Oklahoma
|
$57K
|
–
|
–
|
–
|
|
|
1960
|
EARNEST Partners
Atlanta,
Georgia
|
$57K
|
–
|
–
|
–
|
|
|
1961
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$57K
|
–
|
–
|
–
|
|
|
1962
|
MBE Wealth Management
Tomah,
Wisconsin
|
$57K
|
+$60.7K
|
+200
|
New
|
|
|
1963
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$53K
|
–
|
–
|
–
|
|
|
1964
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$53K
|
+$1.21K
|
+4
|
+2%
|
|
|
1965
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$52K
|
–
|
–
|
–
|
|
|
1966
|
Lucia Wealth Services
San Diego,
California
|
$50K
|
-$31.6K
|
-104
|
-37%
|
|
|
1967
|
Janiczek Wealth Management
Denver,
Colorado
|
$47K
|
–
|
–
|
–
|
|
|
1968
|
Cribstone Capital Management
Augusta,
Maine
|
$46K
|
–
|
–
|
–
|
|
|
1969
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$46K
|
–
|
–
|
–
|
|
|
1970
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$45K
|
-$2.43K
|
-8
|
-5%
|
|
|
1971
|
Global Financial Private Capital
Sarasota,
Florida
|
$45K
|
+$47.9K
|
+158
|
New
|
|
|
1972
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$43.1K
|
+$1.52K
|
+5
|
+3%
|
|
|
1973
|
Fusion Family Wealth
Woodbury,
New York
|
$43K
|
–
|
–
|
–
|
|
|
1974
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$43K
|
–
|
–
|
–
|
|
|
1975
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$42K
|
–
|
–
|
–
|
|
