|
1951
|
Isthmus Partners
Madison,
Wisconsin
|
$1.15M
|
-$14.2K
|
-100
|
-1%
|
|
|
1952
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.15M
|
-$476K
|
-3,352
|
-27%
|
|
|
1953
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$1.15M
|
+$470K
|
+3,307
|
+57%
|
|
|
1954
|
Members Trust
Tampa,
Florida
|
$1.15M
|
-$64.2K
|
-452
|
-5%
|
|
|
1955
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.15M
|
+$2.27K
|
+16
|
+0.2%
|
|
|
1956
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.14M
|
+$50.7K
|
+357
|
+4%
|
|
|
1957
|
Menard Financial Group
Houston,
Texas
|
$1.14M
|
+$70.6K
|
+497
|
+6%
|
|
|
1958
|
First Bancorp
Damariscotta,
Maine
|
$1.14M
|
+$45.7K
|
+322
|
+4%
|
|
|
1959
|
|
$1.14M
|
-$51.6K
|
-363
|
-4%
|
|
|
1960
|
Summit Global Investments
Bountiful,
Utah
|
$1.13M
|
-$1.19M
|
-8,397
|
-48%
|
|
|
1961
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.13M
|
–
|
–
|
–
|
|
|
1962
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$1.13M
|
+$21.7K
|
+153
|
+2%
|
|
|
1963
|
Empowered Funds
Havertown,
Pennsylvania
|
$1.13M
|
+$482K
|
+3,396
|
+61%
|
|
|
1964
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.13M
|
+$36.5K
|
+257
|
+3%
|
|
|
1965
|
GeoWealth Management
Chicago,
Illinois
|
$1.12M
|
+$963K
|
+6,777
|
+321%
|
|
|
1966
|
Paloma Partners
Greenwich,
Connecticut
|
$1.12M
|
-$758K
|
-5,339
|
-38%
|
|
|
1967
|
SPC Financial Inc
Rockville,
Maryland
|
$1.12M
|
-$9.38K
|
-66
|
-0.7%
|
|
|
1968
|
Financial Advisors Network
Tustin,
California
|
$1.12M
|
-$710
|
-5
|
-0.1%
|
|
|
1969
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.11M
|
–
|
–
|
–
|
|
|
1970
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$1.11M
|
+$17.3K
|
+122
|
+1%
|
|
|
1971
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$1.11M
|
–
|
–
|
–
|
|
|
1972
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$1.11M
|
+$30.8K
|
+217
|
+3%
|
|
|
1973
|
Axim Planning & Wealth
Springboro,
Ohio
|
$1.11M
|
+$1.21M
|
+8,512
|
+2,966%
|
|
|
1974
|
Pinion Investment Advisors
Wichita,
Kansas
|
$1.11M
|
+$326K
|
+2,295
|
+35%
|
|
|
1975
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$1.1M
|
+$1.26M
|
+8,885
|
New
|
|
