|
1951
|
TRUADVICE
Sarasota,
Florida
|
$291K
|
+$308K
|
+2,301
|
New
|
|
|
1952
|
Lindbrook Capital
Calabasas,
California
|
$290K
|
-$75.6K
|
-565
|
-20%
|
|
|
1953
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$289K
|
-$4.95K
|
-37
|
-2%
|
|
|
1954
|
First Business Financial Services
Madison,
Wisconsin
|
$287K
|
+$1.6K
|
+12
|
+0.6%
|
|
|
1955
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$287K
|
+$71.3K
|
+533
|
+32%
|
|
|
1956
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$287K
|
+$11.1K
|
+83
|
+4%
|
|
|
1957
|
GeoWealth Management
Chicago,
Illinois
|
$286K
|
+$36.3K
|
+271
|
+14%
|
|
|
1958
|
Sterling Financial Planning
Sparta,
New Jersey
|
$285K
|
–
|
–
|
–
|
|
|
1959
|
Nadler Financial Group
Deerfield,
Illinois
|
$285K
|
+$13.4K
|
+100
|
+5%
|
|
|
1960
|
ETFidea
Syracuse,
New York
|
$284K
|
–
|
–
|
–
|
|
|
1961
|
Mairs & Power Inc
St Paul,
Minnesota
|
$283K
|
-$37.5K
|
-280
|
-11%
|
|
|
1962
|
|
$283K
|
–
|
–
|
–
|
|
|
1963
|
Catalyst Capital Advisors
Huntington,
New York
|
$283K
|
–
|
–
|
–
|
|
|
1964
|
Teza Capital Management
Chicago,
Illinois
|
$282K
|
+$288K
|
+2,155
|
New
|
|
|
1965
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$282K
|
-$26.1K
|
-195
|
-8%
|
|
|
1966
|
Family Management
New York
|
$282K
|
–
|
–
|
–
|
|
|
1967
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$282K
|
+$2.27K
|
+17
|
+0.8%
|
|
|
1968
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$281K
|
+$6.69K
|
+50
|
+2%
|
|
|
1969
|
|
$281K
|
+$287K
|
+2,142
|
New
|
|
|
1970
|
|
$280K
|
–
|
–
|
–
|
|
|
1971
|
Insight 2811 Inc
Chicago,
Illinois
|
$280K
|
–
|
–
|
–
|
|
|
1972
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$280K
|
+$3.48K
|
+26
|
+1%
|
|
|
1973
|
Riverview Trust Company
Vancouver,
Washington
|
$278K
|
–
|
–
|
–
|
|
|
1974
|
Granite FO LLC
Bedford,
New Hampshire
|
$278K
|
+$294K
|
+2,200
|
New
|
|
|
1975
|
Revisor Wealth Management
Akron,
Ohio
|
$277K
|
+$283K
|
+2,112
|
New
|
|
