|
1951
|
Sandhill Capital Partners
Buffalo,
New York
|
$2.54M
|
+$937K
|
+1,507
|
+59%
|
|
|
1952
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.54M
|
-$44.1K
|
-71
|
-2%
|
|
|
1953
|
R.H. Investment Group
Scottsdale,
Arizona
|
$2.54M
|
-$24.9K
|
-40
|
-1%
|
|
|
1954
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$2.54M
|
+$206K
|
+332
|
+9%
|
|
|
1955
|
Trueblood Wealth Management
Lima,
Ohio
|
$2.54M
|
+$221K
|
+356
|
+10%
|
|
|
1956
|
Chesley Taft & Associates
Chicago,
Illinois
|
$2.52M
|
+$250K
|
+402
|
+11%
|
|
|
1957
|
Trivium Point Advisory
Westport,
Connecticut
|
$2.52M
|
+$280K
|
+451
|
+13%
|
|
|
1958
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$2.52M
|
+$3.73K
|
+6
|
+0.1%
|
|
|
1959
|
Fortis Capital Management
Bellevue,
Washington
|
$2.51M
|
+$201K
|
+324
|
+9%
|
|
|
1960
|
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
|
$2.51M
|
+$2.49M
|
+4,007
|
New
|
|
|
1961
|
Index Fund Advisors
Irvine,
California
|
$2.51M
|
+$6.84K
|
+11
|
+0.3%
|
|
|
1962
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$2.51M
|
+$600K
|
+966
|
+32%
|
|
|
1963
|
Virtus Wealth Solutions
Cranford,
New Jersey
|
$2.51M
|
+$320K
|
+515
|
+15%
|
|
|
1964
|
IMG Wealth Management
Jacksonville,
Florida
|
$2.5M
|
-$3.8M
|
-6,111
|
-60%
|
|
|
1965
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$2.5M
|
–
|
–
|
–
|
|
|
1966
|
Wealth Effects
Boston,
Massachusetts
|
$2.5M
|
+$193K
|
+311
|
+8%
|
|
|
1967
|
Washburn Capital Management
Vero Beach,
Florida
|
$2.49M
|
+$162K
|
+260
|
+7%
|
|
|
1968
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$2.49M
|
+$1.24K
|
+2
|
+0.1%
|
|
|
1969
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$2.49M
|
+$334K
|
+538
|
+16%
|
|
|
1970
|
Bucket List Wealth Management
The Villages,
Florida
|
$2.48M
|
+$2.46M
|
+3,952
|
New
|
|
|
1971
|
PTM Wealth Management
North Wales,
United States
|
$2.48M
|
+$155K
|
+249
|
+7%
|
|
|
1972
|
Advisory Research
Chicago,
Illinois
|
$2.48M
|
-$983K
|
-1,582
|
-29%
|
|
|
1973
|
Englebert Financial Advisers
Allentown,
Pennsylvania
|
$2.48M
|
+$2.45M
|
+3,947
|
New
|
|
|
1974
|
Mission Creek Capital Partners
San Francisco,
California
|
$2.47M
|
+$1.42M
|
+2,282
|
+137%
|
|
|
1975
|
Cercano Management
Bellevue,
Washington
|
$2.47M
|
–
|
–
|
–
|
|
