|
1951
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$676K
|
+$118K
|
+1,133
|
+26%
|
|
|
1952
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$676K
|
-$43.7K
|
-421
|
-7%
|
|
|
1953
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$673K
|
+$46.8K
|
+450
|
+9%
|
|
|
1954
|
Gryphon Financial Partners
Columbus,
Ohio
|
$672K
|
+$160K
|
+1,539
|
+40%
|
|
|
1955
|
|
$670K
|
-$38.5K
|
-371
|
-6%
|
|
|
1956
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$668K
|
-$10.4K
|
-100
|
-2%
|
|
|
1957
|
Hemington Wealth Management
Falls Church,
Virginia
|
$666K
|
-$26.1K
|
-251
|
-4%
|
|
|
1958
|
Versant Capital Management
Phoenix,
Arizona
|
$665K
|
-$92.6K
|
-891
|
-14%
|
|
|
1959
|
Delta Investment Management
San Francisco,
California
|
$665K
|
+$6.44K
|
+62
|
+1%
|
|
|
1960
|
MCF Advisors
Covington,
Kentucky
|
$664K
|
-$38.8K
|
-373
|
-7%
|
|
|
1961
|
Financial Advocates Investment Management
Olympia,
Washington
|
$663K
|
-$324K
|
-3,123
|
-37%
|
|
|
1962
|
Semanteon Capital Management
Newton,
Massachusetts
|
$662K
|
+$555K
|
+5,341
|
New
|
|
|
1963
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$662K
|
+$6.75K
|
+65
|
+1%
|
|
|
1964
|
|
$661K
|
-$70.2K
|
-676
|
-11%
|
|
|
1965
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$661K
|
+$69.6K
|
+670
|
+14%
|
|
|
1966
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$660K
|
-$46.9K
|
-451
|
-8%
|
|
|
1967
|
Dillon & Associates
Jackson,
Michigan
|
$660K
|
-$121K
|
-1,168
|
-18%
|
|
|
1968
|
SeaCrest Wealth Management
Purchase,
New York
|
$659K
|
-$510K
|
-4,904
|
-48%
|
|
|
1969
|
MUFG Securities EMEA
London,
United Kingdom
|
$659K
|
+$552K
|
+5,312
|
New
|
|
|
1970
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$658K
|
+$42.5K
|
+409
|
+8%
|
|
|
1971
|
Oxford Financial Group
Carmel,
Indiana
|
$658K
|
+$36.6K
|
+352
|
+7%
|
|
|
1972
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$655K
|
-$87.4K
|
-841
|
-14%
|
|
|
1973
|
Cromwell Holdings
Jackson,
Wyoming
|
$654K
|
-$71.1K
|
-684
|
-12%
|
|
|
1974
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$654K
|
-$104K
|
-1,005
|
-16%
|
|
|
1975
|
Manchester Financial
Westlake Village,
California
|
$653K
|
+$212K
|
+2,041
|
+63%
|
|
