|
1951
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$40.5K
|
+$28.3K
|
+300
|
+300%
|
|
|
1952
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$39.9K
|
–
|
–
|
–
|
|
|
1953
|
Baystate Wealth Management
Boston,
Massachusetts
|
$39K
|
-$7.55K
|
-80
|
-17%
|
|
|
1954
|
Johnson Midwest Financial
Glidden,
Iowa
|
$39K
|
+$14.7K
|
+156
|
+67%
|
|
|
1955
|
Financial Perspectives
Minneapolis,
Minnesota
|
$37.5K
|
–
|
–
|
–
|
|
|
1956
|
Highline Wealth Partners
Sherman Oaks,
California
|
$37.1K
|
+$26.9K
|
+285
|
+348%
|
|
|
1957
|
Barrett & Company
Providence,
Rhode Island
|
$33.4K
|
–
|
–
|
–
|
|
|
1958
|
Delos Wealth Advisors
Dallas,
Texas
|
$32.8K
|
–
|
–
|
–
|
|
|
1959
|
Operose Advisors
Milwaukee,
Wisconsin
|
$32.8K
|
–
|
–
|
–
|
|
|
1960
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$32.2K
|
+$1.89K
|
+20
|
+7%
|
|
|
1961
|
My Personal CFO LLC
Vancouver,
Washington
|
$31.4K
|
+$29.3K
|
+310
|
New
|
|
|
1962
|
Wolff Wiese Magana
Carslbad,
California
|
$31.2K
|
+$944
|
+10
|
+3%
|
|
|
1963
|
NVWM LLC
Yardley,
Pennsylvania
|
$30.7K
|
–
|
–
|
–
|
|
|
1964
|
Clean Yield Group
Norwich,
Vermont
|
$30.5K
|
–
|
–
|
–
|
|
|
1965
|
First Personal Financial Services
Charlotte,
North Carolina
|
$30.4K
|
-$2.83K
|
-30
|
-9%
|
|
|
1966
|
Private Ocean
San Rafael,
California
|
$30.4K
|
–
|
–
|
–
|
|
|
1967
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$30.4K
|
–
|
–
|
–
|
|
|
1968
|
PSI Advisors
Tampa,
Florida
|
$30.1K
|
+$94
|
+1
|
+0.3%
|
|
|
1969
|
Sawyer & Company
Boston,
Massachusetts
|
$30K
|
–
|
–
|
–
|
|
|
1970
|
Winch Advisory Services
Appleton,
Wisconsin
|
$30K
|
+$18.5K
|
+196
|
+200%
|
|
|
1971
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$29.9K
|
+$472
|
+5
|
+2%
|
|
|
1972
|
Optiver Holding
Amsterdam,
Netherlands
|
$29K
|
+$27.5K
|
+291
|
New
|
|
|
1973
|
Red Tortoise LLC
Atlanta,
Georgia
|
$28.6K
|
+$26.7K
|
+283
|
New
|
|
|
1974
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$25.3K
|
+$23.6K
|
+250
|
New
|
|
|
1975
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$24.6K
|
+$2.92K
|
+31
|
+15%
|
|
