|
1951
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$689K
|
-$42.4K
|
-952
|
-5%
|
|
|
1952
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$689K
|
–
|
–
|
–
|
|
|
1953
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$688K
|
+$101K
|
+2,276
|
+16%
|
|
|
1954
|
CFO4Life Group
Coppell,
Texas
|
$687K
|
-$626K
|
-14,050
|
-46%
|
|
|
1955
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$686K
|
-$959K
|
-21,514
|
-57%
|
|
|
1956
|
Delta Asset Management
Memphis,
Tennessee
|
$684K
|
-$3.48K
|
-78
|
-0.5%
|
|
|
1957
|
First Citizens Financial Corp
Mason City,
Iowa
|
$684K
|
-$6.55K
|
-147
|
-0.9%
|
|
|
1958
|
Silvia McColl Wealth Management
San Diego,
California
|
$683K
|
+$2.45K
|
+55
|
+0.3%
|
|
|
1959
|
|
$682K
|
–
|
–
|
–
|
|
|
1960
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$682K
|
-$70.9K
|
-1,592
|
-9%
|
|
|
1961
|
Accel Wealth Management
Waverly,
Iowa
|
$680K
|
-$34.2K
|
-767
|
-4%
|
|
|
1962
|
High Net Worth Advisory Group
Naples,
Florida
|
$679K
|
-$20.4K
|
-458
|
-3%
|
|
|
1963
|
Forza Wealth Management
Sarasota,
Florida
|
$679K
|
–
|
–
|
–
|
|
|
1964
|
MRP Capital Investments
Alpharetta,
Georgia
|
$678K
|
–
|
–
|
–
|
|
|
1965
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$677K
|
+$77.1K
|
+1,730
|
+12%
|
|
|
1966
|
United Community Bank
Greenville,
South Carolina
|
$676K
|
+$184K
|
+4,129
|
+34%
|
|
|
1967
|
Arrowpoint Investment Partners
Singapore
|
$676K
|
+$722K
|
+16,200
|
New
|
|
|
1968
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$675K
|
+$91.8K
|
+2,059
|
+15%
|
|
|
1969
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$674K
|
+$8.82K
|
+198
|
+1%
|
|
|
1970
|
SYM Financial Corp
Winona Lake,
Indiana
|
$674K
|
+$7.62K
|
+171
|
+1%
|
|
|
1971
|
RW Investment Management
Eagle,
Idaho
|
$673K
|
-$38.5K
|
-863
|
-5%
|
|
|
1972
|
RFG Advisory
Birmingham,
Alabama
|
$673K
|
-$91.2K
|
-2,047
|
-11%
|
|
|
1973
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$671K
|
-$192K
|
-4,300
|
-21%
|
|
|
1974
|
CKW Financial Group
Honolulu,
Hawaii
|
$671K
|
-$121K
|
-2,708
|
-14%
|
|
|
1975
|
Hall Capital Management
Barrington,
Rhode Island
|
$670K
|
+$87.8K
|
+1,970
|
+14%
|
|
