|
1951
|
SimplyRich
Carlsbad,
California
|
$305K
|
+$24.6K
|
+1,091
|
+9%
|
|
|
1952
|
Buska Wealth Management
Wausau,
Wisconsin
|
$305K
|
+$9.27K
|
+412
|
+3%
|
|
|
1953
|
Park Square Financial Group
Roswell,
Georgia
|
$305K
|
+$301K
|
+13,374
|
New
|
|
|
1954
|
RMR Wealth Builders
Montclair,
New Jersey
|
$304K
|
+$8.55K
|
+380
|
+3%
|
|
|
1955
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$304K
|
+$24.3K
|
+1,080
|
+9%
|
|
|
1956
|
|
$304K
|
-$110K
|
-4,871
|
-27%
|
|
|
1957
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$304K
|
–
|
–
|
–
|
|
|
1958
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$303K
|
-$26.8K
|
-1,193
|
-8%
|
|
|
1959
|
FNY Investment Advisers
New York
|
$303K
|
+$293K
|
+13,040
|
+4,347%
|
|
|
1960
|
Two Sigma Securities
New York
|
$302K
|
-$1.12M
|
-49,671
|
-79%
|
|
|
1961
|
RHS Financial
San Francisco,
California
|
$302K
|
+$298K
|
+13,255
|
New
|
|
|
1962
|
Sage Rhino Capital
Menlo Park,
California
|
$301K
|
-$6.35K
|
-282
|
-2%
|
|
|
1963
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$301K
|
+$86.9K
|
+3,860
|
+41%
|
|
|
1964
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$301K
|
+$297K
|
+13,200
|
New
|
|
|
1965
|
Purus Wealth Management
Newport Beach,
California
|
$301K
|
+$3.22K
|
+143
|
+1%
|
|
|
1966
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$300K
|
+$2.25K
|
+100
|
+0.8%
|
|
|
1967
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$300K
|
+$296K
|
+13,170
|
New
|
|
|
1968
|
Clear Point Advisors
Melville,
New York
|
$299K
|
+$90
|
+4
|
+0%
|
|
|
1969
|
Sentinus LLC
Oak Brook,
Illinois
|
$299K
|
-$44.6K
|
-1,982
|
-13%
|
|
|
1970
|
Everpar Advisors
Tulsa,
Oklahoma
|
$299K
|
+$14.6K
|
+650
|
+5%
|
|
|
1971
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$299K
|
–
|
–
|
–
|
|
|
1972
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$298K
|
-$10.2K
|
-453
|
-3%
|
|
|
1973
|
Cannell & Spears
New York
|
$298K
|
+$3.96K
|
+176
|
+1%
|
|
|
1974
|
WealthPLAN Partners
Omaha,
Nebraska
|
$298K
|
-$106K
|
-4,703
|
-26%
|
|
|
1975
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$297K
|
+$5.87K
|
+261
|
+2%
|
|
