|
1951
|
Conquis Financial
Milbrae,
California
|
$4.82K
|
+$5.29K
|
+80
|
New
|
|
|
1952
|
Swan Capital
Pensacola,
Florida
|
$4.78K
|
–
|
–
|
–
|
|
|
1953
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$4.78K
|
+$5.29K
|
+80
|
New
|
|
|
1954
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$4.66K
|
–
|
–
|
–
|
|
|
1955
|
CGC Financial Services
Lake Oswego,
Oregon
|
$4.12K
|
–
|
–
|
–
|
|
|
1956
|
Fortis Group Advisors
Westwood,
New Jersey
|
$4.12K
|
–
|
–
|
–
|
|
|
1957
|
Clark Wealth Partners
O'fallon,
Illinois
|
$4.06K
|
+$4.5K
|
+68
|
New
|
|
|
1958
|
HBC Financial Services
Seattle,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
1959
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$3.59K
|
+$661
|
+10
|
+20%
|
|
|
1960
|
Hoey Investments
Coatesville,
Pennsylvania
|
$3.58K
|
-$595
|
-9
|
-13%
|
|
|
1961
|
Broadwater Capital
Boston,
Massachusetts
|
$3.52K
|
–
|
–
|
–
|
|
|
1962
|
Crowley Wealth Management
Wilmington,
Delaware
|
$3.46K
|
+$3.84K
|
+58
|
New
|
|
|
1963
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$3.29K
|
–
|
–
|
–
|
|
|
1964
|
Activest Wealth Management
Aventure,
Florida
|
$3.17K
|
-$8.66K
|
-131
|
-71%
|
|
|
1965
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.99K
|
-$5.82K
|
-88
|
-64%
|
|
|
1966
|
McIlrath & Eck
Arlington,
Washington
|
$2.99K
|
+$3.31K
|
+50
|
New
|
|
|
1967
|
|
$2.93K
|
-$3.81M
|
-57,549
|
-100%
|
|
|
1968
|
Bullock Wealth Management
Bloomington,
Indiana
|
$2.87K
|
–
|
–
|
–
|
|
|
1969
|
Stance Capital
Boston,
Massachusetts
|
$2.81K
|
+$3.11K
|
+47
|
New
|
|
|
1970
|
Kestra Investment Management
Austin,
Texas
|
$2.55K
|
-$199K
|
-3,012
|
-99%
|
|
|
1971
|
Delos Wealth Advisors
Dallas,
Texas
|
$2.51K
|
+$2.78K
|
+42
|
New
|
|
|
1972
|
Advantage Trust Company
Salina,
Kansas
|
$2.27K
|
+$2.51K
|
+38
|
New
|
|
|
1973
|
SJS Investment Consulting
Sylvania,
Ohio
|
$2.21K
|
-$25K
|
-378
|
-91%
|
|
|
1974
|
Principia Wealth Advisory
Dallas,
Texas
|
$2.03K
|
+$2.25K
|
+34
|
New
|
|
|
1975
|
Financial Connections Group
Corte Madera,
California
|
$2K
|
+$2.45K
|
+37
|
New
|
|
