|
1951
|
WMS Partners
Towson,
Maryland
|
$476K
|
+$1.36K
|
+5
|
+0.3%
|
|
|
1952
|
Saxon Interests
Houston,
Texas
|
$476K
|
+$450K
|
+1,652
|
New
|
|
|
1953
|
Ballast Advisors
Woodbury,
Minnesota
|
$475K
|
-$29.2K
|
-107
|
-6%
|
|
|
1954
|
Renasant Bank
Tupelo,
Mississippi
|
$474K
|
-$101K
|
-371
|
-18%
|
|
|
1955
|
Bennett Associates Wealth Management
Butler,
Pennsylvania
|
$474K
|
+$448K
|
+1,644
|
New
|
|
|
1956
|
Summit Securities Group
New York
|
$473K
|
+$431K
|
+1,583
|
+2,638%
|
|
|
1957
|
Fortitude Family Office
Scottsdale,
Arizona
|
$473K
|
+$447K
|
+1,641
|
New
|
|
|
1958
|
Union Savings Bank
Litchfield,
Connecticut
|
$472K
|
-$6.81K
|
-25
|
-2%
|
|
|
1959
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$470K
|
–
|
–
|
–
|
|
|
1960
|
Keebeck Wealth Management
Chicago,
Illinois
|
$470K
|
+$18.5K
|
+68
|
+4%
|
|
|
1961
|
Alterity Financial Group
Bangor,
Maine
|
$469K
|
-$6.81K
|
-25
|
-2%
|
|
|
1962
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$469K
|
+$23.7K
|
+87
|
+6%
|
|
|
1963
|
Wakefield Asset Management
Englewood,
Colorado
|
$468K
|
+$145K
|
+533
|
+49%
|
|
|
1964
|
First Bankers Trust
Louisville,
Kentucky
|
$467K
|
–
|
–
|
–
|
|
|
1965
|
Rovin Capital
Mesa,
Arizona
|
$465K
|
+$74.7K
|
+274
|
+20%
|
|
|
1966
|
Advisors Preferred
Rockville,
Maryland
|
$462K
|
-$190K
|
-698
|
-31%
|
|
|
1967
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$462K
|
-$30K
|
-110
|
-6%
|
|
|
1968
|
Successful Portfolios
Clearwater,
Florida
|
$461K
|
+$21K
|
+77
|
+5%
|
|
|
1969
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$461K
|
–
|
–
|
–
|
|
|
1970
|
Legal Advantage Investments
Los Altos Hills,
California
|
$461K
|
+$436K
|
+1,600
|
New
|
|
|
1971
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$460K
|
+$4.63K
|
+17
|
+1%
|
|
|
1972
|
Merriman Wealth Management
Seattle,
Washington
|
$460K
|
–
|
–
|
–
|
|
|
1973
|
Spreng Capital Management
Bucyrus,
Ohio
|
$459K
|
+$10.6K
|
+39
|
+3%
|
|
|
1974
|
|
$459K
|
-$5.18K
|
-19
|
-1%
|
|
|
1975
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$459K
|
+$51K
|
+187
|
+13%
|
|
