|
1951
|
SOA Wealth Advisors
New York
|
$33K
|
+$30.2K
|
+460
|
New
|
|
|
1952
|
Global Financial Private Client
Sarasota,
Florida
|
$32.7K
|
–
|
–
|
–
|
|
|
1953
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$32K
|
+$7.56K
|
+115
|
+35%
|
|
|
1954
|
Janiczek Wealth Management
Denver,
Colorado
|
$32K
|
+$10.3K
|
+156
|
+53%
|
|
|
1955
|
Planned Solutions
Folsom,
California
|
$30K
|
–
|
–
|
–
|
|
|
1956
|
Annapolis Financial Services
Annapolis,
Maryland
|
$30K
|
+$27.3K
|
+416
|
New
|
|
|
1957
|
FSA Wealth Management
Needham,
Massachusetts
|
$30K
|
+$27.5K
|
+418
|
New
|
|
|
1958
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$29K
|
-$9.73K
|
-148
|
-27%
|
|
|
1959
|
IronBridge Private Wealth
Austin,
Texas
|
$29K
|
+$26.7K
|
+406
|
New
|
|
|
1960
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$28K
|
+$25.8K
|
+393
|
New
|
|
|
1961
|
Financial Perspectives
Minneapolis,
Minnesota
|
$27.9K
|
+$1.84K
|
+28
|
+8%
|
|
|
1962
|
McIlrath & Eck
Arlington,
Washington
|
$27K
|
+$66
|
+1
|
+0.3%
|
|
|
1963
|
Kessler Investment Group
Columbus,
Indiana
|
$26K
|
-$2.69K
|
-41
|
-10%
|
|
|
1964
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$26K
|
+$24.3K
|
+370
|
New
|
|
|
1965
|
Perennial Advisors
New York
|
$23K
|
+$21.4K
|
+325
|
New
|
|
|
1966
|
Financial Enhancement Group
Anderson,
Indiana
|
$22K
|
-$10.1K
|
-153
|
-33%
|
|
|
1967
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$22K
|
+$20.2K
|
+308
|
New
|
|
|
1968
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$22K
|
+$20.4K
|
+310
|
New
|
|
|
1969
|
Ashburton (Jersey)
St Helier,
Jersey
|
$20K
|
–
|
–
|
–
|
|
|
1970
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$20K
|
–
|
–
|
–
|
|
|
1971
|
Toth Financial Advisory
Leesburg,
Virginia
|
$20K
|
–
|
–
|
–
|
|
|
1972
|
New England Asset Management
Farmington,
Connecticut
|
$19K
|
–
|
–
|
–
|
|
|
1973
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$19K
|
+$17.6K
|
+268
|
New
|
|
|
1974
|
Bellwether Advisors
Lincoln,
Nebraska
|
$19K
|
+$17.8K
|
+271
|
New
|
|
|
1975
|
Sawyer & Company
Boston,
Massachusetts
|
$18K
|
–
|
–
|
–
|
|
