|
1951
|
Straight Path Wealth Management
Jenison,
Michigan
|
$250K
|
+$25.6K
|
+1,429
|
+12%
|
|
|
1952
|
West Michigan Advisors
Holland,
Michigan
|
$250K
|
+$56.8K
|
+3,175
|
+31%
|
|
|
1953
|
Vivaldi Capital Management
Chicago,
Illinois
|
$250K
|
+$235K
|
+13,126
|
New
|
|
|
1954
|
RIA Advisory Group
Des Moines,
Iowa
|
$249K
|
+$242K
|
+13,545
|
New
|
|
|
1955
|
Willis Johnson & Associates
Houston,
Texas
|
$249K
|
-$89
|
-5
|
-0%
|
|
|
1956
|
Saybrook Capital
Winston Salem,
North Carolina
|
$248K
|
–
|
–
|
–
|
|
|
1957
|
INVST
Indianapolis,
Indiana
|
$248K
|
+$22.6K
|
+1,261
|
+12%
|
|
|
1958
|
|
$247K
|
-$46.3K
|
-2,584
|
-16%
|
|
|
1959
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$247K
|
-$46.3K
|
-2,584
|
-16%
|
|
|
1960
|
Salomon & Ludwin
Richmond,
Virginia
|
$247K
|
+$251
|
+14
|
+0.1%
|
|
|
1961
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$246K
|
+$10.7K
|
+597
|
+5%
|
|
|
1962
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$246K
|
+$55.2K
|
+3,083
|
+30%
|
|
|
1963
|
Northeast Financial Consultants
Westport,
Connecticut
|
$246K
|
–
|
–
|
–
|
|
|
1964
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$246K
|
-$44.7K
|
-2,497
|
-16%
|
|
|
1965
|
Ballast Advisors
Woodbury,
Minnesota
|
$246K
|
-$21.1K
|
-1,178
|
-8%
|
|
|
1966
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$245K
|
-$28.9K
|
-1,614
|
-11%
|
|
|
1967
|
Bouchey Financial Group
Troy,
New York
|
$245K
|
–
|
–
|
–
|
|
|
1968
|
Park Edge Advisors
Cleveland,
Ohio
|
$245K
|
+$238K
|
+13,304
|
New
|
|
|
1969
|
Princeton Capital Management
Red Bank,
New Jersey
|
$243K
|
-$25.2K
|
-1,407
|
-10%
|
|
|
1970
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$243K
|
+$236K
|
+13,208
|
New
|
|
|
1971
|
Concord Wealth Partners
Abingdon,
Virginia
|
$243K
|
-$45.8K
|
-2,559
|
-16%
|
|
|
1972
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$243K
|
-$491K
|
-27,453
|
-68%
|
|
|
1973
|
TruWealth Advisors
Metairie,
Louisiana
|
$243K
|
-$25.8K
|
-1,440
|
-10%
|
|
|
1974
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$242K
|
-$86.6K
|
-4,836
|
-27%
|
|
|
1975
|
Riverview Trust Company
Vancouver,
Washington
|
$242K
|
+$160K
|
+8,942
|
+212%
|
|
