|
1951
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$566K
|
–
|
–
|
–
|
|
|
1952
|
Marcum Wealth
Cleveland,
Ohio
|
$565K
|
-$48.9K
|
-489
|
-9%
|
|
|
1953
|
Rice Hall James & Associates
San Diego,
California
|
$565K
|
–
|
–
|
–
|
|
|
1954
|
Hill Island Financial
Grand Rapids,
Michigan
|
$565K
|
+$206K
|
+2,060
|
+67%
|
|
|
1955
|
Ranch Capital Advisors
Sarasota,
Florida
|
$564K
|
+$100
|
+1
|
+0%
|
|
|
1956
|
Greenline Partners
New York
|
$563K
|
–
|
–
|
–
|
|
|
1957
|
ARS Investment Partners
New York
|
$563K
|
–
|
–
|
–
|
|
|
1958
|
Modern Wealth Management
Lenexa,
Kansas
|
$562K
|
+$510K
|
+5,103
|
New
|
|
|
1959
|
Westmount Partners
Los Angeles,
California
|
$561K
|
-$11.3K
|
-113
|
-2%
|
|
|
1960
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$560K
|
-$100
|
-1
|
-0%
|
|
|
1961
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$559K
|
-$215K
|
-2,152
|
-30%
|
|
|
1962
|
Hollencrest Capital Management
Newport Beach,
California
|
$559K
|
–
|
–
|
–
|
|
|
1963
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$558K
|
+$7.59K
|
+76
|
+2%
|
|
|
1964
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$556K
|
-$2.05M
|
-20,534
|
-80%
|
|
|
1965
|
LongView Wealth Management
Atlanta,
Georgia
|
$556K
|
+$493K
|
+4,933
|
New
|
|
|
1966
|
Campion Asset Management
Falls Church,
Virginia
|
$554K
|
-$30K
|
-300
|
-6%
|
|
|
1967
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$554K
|
-$3.7K
|
-37
|
-0.7%
|
|
|
1968
|
Human Investing
Lake Oswego,
Oregon
|
$553K
|
-$79.4K
|
-795
|
-14%
|
|
|
1969
|
Certuity
North Palm Beach,
Florida
|
$551K
|
+$15.7K
|
+157
|
+3%
|
|
|
1970
|
Essex Savings Bank
Essex,
Connecticut
|
$551K
|
+$76.6K
|
+767
|
+18%
|
|
|
1971
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$551K
|
+$87.5K
|
+876
|
+21%
|
|
|
1972
|
Belmont Capital
Los Angeles,
California
|
$550K
|
+$493K
|
+4,936
|
+7,713%
|
|
|
1973
|
Alta Capital Management
Salt Lake City,
Utah
|
$550K
|
+$500K
|
+5,000
|
New
|
|
|
1974
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$550K
|
-$5K
|
-50
|
-1%
|
|
|
1975
|
Covenant Asset Management
Chester,
New Jersey
|
$548K
|
+$40K
|
+400
|
+9%
|
|
