|
1951
|
Planned Solutions
Folsom,
California
|
$334K
|
+$267K
|
+168
|
New
|
|
|
1952
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$334K
|
+$267K
|
+168
|
New
|
|
|
1953
|
Toth Financial Advisory
Leesburg,
Virginia
|
$332K
|
+$4.78K
|
+3
|
+2%
|
|
|
1954
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$332K
|
-$78K
|
-49
|
-23%
|
|
|
1955
|
Security Financial Services
Fort Wayne,
Indiana
|
$332K
|
+$15.9K
|
+10
|
+6%
|
|
|
1956
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$332K
|
–
|
–
|
–
|
|
|
1957
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$330K
|
+$1.59K
|
+1
|
+0.6%
|
|
|
1958
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$330K
|
-$156K
|
-98
|
-37%
|
|
|
1959
|
Eagle Wealth Advisors
Westport,
Connecticut
|
$330K
|
+$264K
|
+166
|
New
|
|
|
1960
|
Park Capital Management
Madison,
Wisconsin
|
$330K
|
+$264K
|
+166
|
New
|
|
|
1961
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$330K
|
-$44.6K
|
-28
|
-14%
|
|
|
1962
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$328K
|
-$4.78K
|
-3
|
-2%
|
|
|
1963
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$328K
|
+$263K
|
+165
|
New
|
|
|
1964
|
Mosley Wealth Management
Anaheim,
California
|
$326K
|
-$1.37M
|
-861
|
-84%
|
|
|
1965
|
Everpar Advisors
Tulsa,
Oklahoma
|
$326K
|
-$36.6K
|
-23
|
-12%
|
|
|
1966
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$326K
|
–
|
–
|
–
|
|
|
1967
|
West Paces Advisors
Atlanta,
Georgia
|
$326K
|
+$7.96K
|
+5
|
+3%
|
|
|
1968
|
WPG Advisers
Baltimore,
Maryland
|
$326K
|
+$31.8K
|
+20
|
+14%
|
|
|
1969
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$326K
|
+$261K
|
+164
|
New
|
|
|
1970
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$326K
|
-$9.55K
|
-6
|
-4%
|
|
|
1971
|
One Day In July LLC
Burlington,
Vermont
|
$324K
|
-$9.55K
|
-6
|
-4%
|
|
|
1972
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$324K
|
+$259K
|
+163
|
New
|
|
|
1973
|
Wexford Capital
West Palm Beach,
Florida
|
$322K
|
-$25.5K
|
-16
|
-9%
|
|
|
1974
|
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
$322K
|
–
|
–
|
–
|
|
|
1975
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$321K
|
-$1.59K
|
-1
|
-0.6%
|
|
