|
1951
|
Cooper Financial Group
Irvine,
California
|
$506K
|
+$18.2K
|
+452
|
+4%
|
|
|
1952
|
Cresta Advisors
Laredo,
Texas
|
$505K
|
+$766
|
+19
|
+0.2%
|
|
|
1953
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$505K
|
+$89.9K
|
+2,228
|
+23%
|
|
|
1954
|
Prentice Wealth Management
Rochester,
New York
|
$504K
|
+$32.8K
|
+812
|
+7%
|
|
|
1955
|
|
$504K
|
+$645
|
+16
|
+0.1%
|
|
|
1956
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$503K
|
-$20.5K
|
-508
|
-4%
|
|
|
1957
|
Westmount Partners
Los Angeles,
California
|
$503K
|
-$18.5K
|
-459
|
-4%
|
|
|
1958
|
Apexium Financial
Dallas,
Texas
|
$503K
|
-$512K
|
-12,692
|
-51%
|
|
|
1959
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$502K
|
-$207K
|
-5,121
|
-30%
|
|
|
1960
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$501K
|
+$166K
|
+4,122
|
+53%
|
|
|
1961
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$500K
|
-$215K
|
-5,328
|
-31%
|
|
|
1962
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$499K
|
–
|
–
|
–
|
|
|
1963
|
Bullock Wealth Management
Bloomington,
Indiana
|
$499K
|
+$476K
|
+11,796
|
New
|
|
|
1964
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$498K
|
-$10.2K
|
-253
|
-2%
|
|
|
1965
|
DF Dent & Co
Baltimore,
Maryland
|
$498K
|
+$125K
|
+3,088
|
+35%
|
|
|
1966
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$498K
|
+$2.46K
|
+61
|
+0.5%
|
|
|
1967
|
Empirical Wealth Management
Seattle,
Washington
|
$497K
|
+$17.4K
|
+432
|
+4%
|
|
|
1968
|
|
$496K
|
-$1.17K
|
-29
|
-0.2%
|
|
|
1969
|
Berger Financial Group
Plymouth,
Minnesota
|
$496K
|
+$70.3K
|
+1,743
|
+17%
|
|
|
1970
|
Wealth Management Partners
Tucson,
Arizona
|
$490K
|
-$40.7K
|
-1,009
|
-8%
|
|
|
1971
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$489K
|
-$11K
|
-272
|
-2%
|
|
|
1972
|
Sovereign Financial Group
Stamford,
Connecticut
|
$488K
|
+$142K
|
+3,515
|
+43%
|
|
|
1973
|
Accordant Advisory Group
Annapolis,
Maryland
|
$488K
|
+$469K
|
+11,624
|
New
|
|
|
1974
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$487K
|
+$19.7K
|
+488
|
+4%
|
|
|
1975
|
D'Orazio & Associates
Falls Church,
Virginia
|
$486K
|
+$205K
|
+5,081
|
+78%
|
|
