|
1951
|
Lodestone Wealth Management
Spokane,
Washington
|
$65.1K
|
+$53.3K
|
+453
|
+266%
|
|
|
1952
|
Vega Investment Solutions
Paris,
France
|
$64.3K
|
–
|
–
|
–
|
|
|
1953
|
Strategic Advocates
Logan,
Utah
|
$60.6K
|
-$1.8M
|
-15,284
|
-96%
|
|
|
1954
|
Evolution Wealth Management
Fort Myers,
Florida
|
$58.5K
|
+$44.7K
|
+380
|
+211%
|
|
|
1955
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$57.6K
|
+$64.8K
|
+551
|
New
|
|
|
1956
|
Destiny Wealth Partners
Tavares,
Florida
|
$57K
|
+$64.1K
|
+545
|
New
|
|
|
1957
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$56.2K
|
-$8.47K
|
-72
|
-12%
|
|
|
1958
|
West Branch Capital
Amherst,
Massachusetts
|
$55.9K
|
–
|
–
|
–
|
|
|
1959
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$55.9K
|
-$244K
|
-2,075
|
-80%
|
|
|
1960
|
Clearstead Trust
Portland,
Maine
|
$55.7K
|
-$2.24M
|
-19,016
|
-97%
|
|
|
1961
|
Osterweis Capital Management
San Francisco,
California
|
$54.9K
|
-$113K
|
-960
|
-65%
|
|
|
1962
|
Whipplewood Advisors
Littleton,
Colorado
|
$54.9K
|
+$57.1K
|
+485
|
+1,213%
|
|
|
1963
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$54K
|
+$12.2K
|
+104
|
+25%
|
|
|
1964
|
Meeder Asset Management
Dublin,
Ohio
|
$53.9K
|
-$21.6K
|
-184
|
-26%
|
|
|
1965
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
$53.3K
|
+$60K
|
+510
|
New
|
|
|
1966
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$52.5K
|
+$2.59K
|
+22
|
+5%
|
|
|
1967
|
Peck Wealth Management
White Plains,
New York
|
$52.3K
|
–
|
–
|
–
|
|
|
1968
|
Atwood & Palmer
Kansas City,
Missouri
|
$52.3K
|
+$58.8K
|
+500
|
New
|
|
|
1969
|
REAP Financial Group
Austin,
Texas
|
$52.1K
|
+$43.9K
|
+373
|
+298%
|
|
|
1970
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$50.2K
|
+$54.9K
|
+467
|
+3,592%
|
|
|
1971
|
Cheviot Value Management
Beverly Hills,
California
|
$49.7K
|
+$55.9K
|
+475
|
New
|
|
|
1972
|
Sankala Group
Lyons,
Colorado
|
$49.6K
|
–
|
–
|
–
|
|
|
1973
|
Golden State Wealth Management
Santa Ana,
California
|
$48.4K
|
+$21.3K
|
+181
|
+64%
|
|
|
1974
|
Bell Investment Advisors
Oakland,
California
|
$48.2K
|
-$3.41K
|
-29
|
-6%
|
|
|
1975
|
Bogart Wealth LLC
Mclean,
Virginia
|
$47K
|
+$8.71K
|
+74
|
+20%
|
|
