|
1951
|
Wealthstar Advisors
Plano,
Texas
|
$944K
|
-$483K
|
-3,168
|
-33%
|
|
|
1952
|
Townsend Asset Management
Raleigh,
North Carolina
|
$943K
|
-$15.9K
|
-104
|
-2%
|
|
|
1953
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$941K
|
+$15.3K
|
+100
|
+2%
|
|
|
1954
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$940K
|
-$47.4K
|
-311
|
-5%
|
|
|
1955
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$938K
|
+$120K
|
+785
|
+15%
|
|
|
1956
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$936K
|
+$552K
|
+3,618
|
+125%
|
|
|
1957
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$935K
|
-$1.68K
|
-11
|
-0.2%
|
|
|
1958
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$928K
|
+$312K
|
+2,043
|
+46%
|
|
|
1959
|
Ledge Wealth Management
Sartell,
Minnesota
|
$926K
|
+$767K
|
+5,031
|
+355%
|
|
|
1960
|
Wealthquest
Cincinnati,
Ohio
|
$925K
|
+$6.25K
|
+41
|
+0.6%
|
|
|
1961
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$925K
|
+$92.6K
|
+607
|
+10%
|
|
|
1962
|
JGP Wealth Management
Bend,
Oregon
|
$924K
|
+$418K
|
+2,738
|
+90%
|
|
|
1963
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$923K
|
+$3.2K
|
+21
|
+0.3%
|
|
|
1964
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$921K
|
–
|
–
|
–
|
|
|
1965
|
Washburn Capital Management
Vero Beach,
Florida
|
$920K
|
-$83K
|
-544
|
-8%
|
|
|
1966
|
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
$919K
|
+$15.3K
|
+100
|
+2%
|
|
|
1967
|
Ballast Advisors
Woodbury,
Minnesota
|
$918K
|
-$3.51K
|
-23
|
-0.4%
|
|
|
1968
|
First National Bank of South Miami
South Miami,
Florida
|
$917K
|
-$74.1K
|
-486
|
-7%
|
|
|
1969
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$916K
|
+$29.3K
|
+192
|
+3%
|
|
|
1970
|
Cooper/Haims Advisors
Victor,
New York
|
$915K
|
-$18.9K
|
-124
|
-2%
|
|
|
1971
|
Independent Investors Inc
Nesconset,
New York
|
$915K
|
–
|
–
|
–
|
|
|
1972
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$914K
|
-$26.7K
|
-175
|
-3%
|
|
|
1973
|
Cambridge Advisors
Omaha,
Nebraska
|
$914K
|
+$22.1K
|
+145
|
+2%
|
|
|
1974
|
Choreo LLC
Rockford,
Illinois
|
$908K
|
-$46.1K
|
-302
|
-5%
|
|
|
1975
|
John G. Ullman & Associates
Corning,
New York
|
$908K
|
+$48.2K
|
+316
|
+5%
|
|
