|
1951
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$40K
|
-$5.7K
|
-44
|
-12%
|
|
|
1952
|
Better Money Decisions
Santa Fe,
New Mexico
|
$40K
|
–
|
–
|
–
|
|
|
1953
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$40K
|
+$3.11K
|
+24
|
+8%
|
|
|
1954
|
Reilly Financial Advisors
La Mesa,
California
|
$39K
|
-$239K
|
-1,846
|
-86%
|
|
|
1955
|
CKW Financial Group
Honolulu,
Hawaii
|
$38K
|
–
|
–
|
–
|
|
|
1956
|
Trust Company
Manhattan,
Kansas
|
$37K
|
–
|
–
|
–
|
|
|
1957
|
Versant Capital Management
Phoenix,
Arizona
|
$37K
|
+$906
|
+7
|
+2%
|
|
|
1958
|
McIlrath & Eck
Arlington,
Washington
|
$36K
|
-$6.08K
|
-47
|
-14%
|
|
|
1959
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$36K
|
-$3.24K
|
-25
|
-8%
|
|
|
1960
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$36K
|
–
|
–
|
–
|
|
|
1961
|
RPG Investment Advisory
Pleasanton,
California
|
$34K
|
–
|
–
|
–
|
|
|
1962
|
Selective Wealth Management
Forest,
Virginia
|
$34K
|
+$29.1K
|
+225
|
+459%
|
|
|
1963
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$34K
|
+$34.9K
|
+270
|
New
|
|
|
1964
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$31K
|
-$55.3K
|
-427
|
-63%
|
|
|
1965
|
PGIM Custom Harvest
Newark,
New Jersey
|
$31K
|
–
|
–
|
–
|
|
|
1966
|
Vectors Research Management
New York
|
$30K
|
–
|
–
|
–
|
|
|
1967
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$29K
|
–
|
–
|
–
|
|
|
1968
|
Red Cedar Capital
Omaha,
Nebraska
|
$29K
|
–
|
–
|
–
|
|
|
1969
|
Founders Capital Management (Texas)
Houston,
Texas
|
$28K
|
–
|
–
|
–
|
|
|
1970
|
Halpern Financial
Ashburn,
Virginia
|
$27.1K
|
+$15.7K
|
+121
|
+127%
|
|
|
1971
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$26K
|
-$2.07K
|
-16
|
-7%
|
|
|
1972
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$26K
|
+$26.4K
|
+204
|
New
|
|
|
1973
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$25K
|
-$129
|
-1
|
-0.5%
|
|
|
1974
|
Artemis Wealth Advisors
New York
|
$24.6K
|
–
|
–
|
–
|
|
|
1975
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$24K
|
–
|
–
|
–
|
|
