|
1951
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$14K
|
+$2.95K
|
+32
|
+25%
|
|
|
1952
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$13.3K
|
+$14K
|
+152
|
New
|
|
|
1953
|
POM Investment Strategies
Raleigh,
North Carolina
|
$13.3K
|
+$14K
|
+152
|
New
|
|
|
1954
|
VanEck Associates
New York
|
$13K
|
+$737
|
+8
|
+6%
|
|
|
1955
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$12.6K
|
+$13.3K
|
+144
|
New
|
|
|
1956
|
Purpose Unlimited Inc
Toronto,
|
$12.5K
|
–
|
–
|
–
|
|
|
1957
|
Financial Network Wealth Advisors
Murray,
Utah
|
$11.9K
|
–
|
–
|
–
|
|
|
1958
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$11.1K
|
+$52.3K
|
+568
|
+209%
|
|
|
1959
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$10.5K
|
–
|
–
|
–
|
|
|
1960
|
Tompkins Financial
Ithaca,
New York
|
$10.5K
|
–
|
–
|
–
|
|
|
1961
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$10.5K
|
+$11K
|
+120
|
New
|
|
|
1962
|
Horizon Investments
Charlotte,
North Carolina
|
$9.94K
|
+$50.8K
|
+552
|
+153%
|
|
|
1963
|
Financial Avengers
Oakland,
California
|
$9.93K
|
–
|
–
|
–
|
|
|
1964
|
Chesapeake Asset Management
New York
|
$9.07K
|
–
|
–
|
–
|
|
|
1965
|
Ballast Advisors
Woodbury,
Minnesota
|
$9.07K
|
+$9.58K
|
+104
|
New
|
|
|
1966
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$8.9K
|
+$53.8K
|
+584
|
+730%
|
|
|
1967
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$7.67K
|
–
|
–
|
–
|
|
|
1968
|
Kerr Financial Planning
Fresno,
California
|
$7.25K
|
+$19.2K
|
+208
|
+27%
|
|
|
1969
|
Truvestments Capital
Sarasota,
Florida
|
$6.99K
|
+$3.68K
|
+40
|
+100%
|
|
|
1970
|
Capital & Planning LLC
Jonesboro,
Georgia
|
$6.33K
|
+$6.63K
|
+72
|
New
|
|
|
1971
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$6.28K
|
–
|
–
|
–
|
|
|
1972
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$5.28K
|
–
|
–
|
–
|
|
|
1973
|
Financial Life Planners
Tempe,
Arizona
|
$4.95K
|
+$5.16K
|
+56
|
New
|
|
|
1974
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$4.19K
|
+$4.42K
|
+48
|
New
|
|
|
1975
|
Caldwell Sutter Capital
Sausalito,
California
|
$4.19K
|
-$2.95K
|
-32
|
-40%
|
|
