|
1951
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$324K
|
-$14.7K
|
-157
|
-4%
|
|
|
1952
|
Cordoba Advisory Partners
New York
|
$323K
|
–
|
–
|
–
|
|
|
1953
|
Integrity Advisory Solutions
Dallas,
Texas
|
$322K
|
+$39.6K
|
+424
|
+14%
|
|
|
1954
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$322K
|
–
|
–
|
–
|
|
|
1955
|
Financial Planning Hawaii
Honolulu,
Hawaii
|
$322K
|
–
|
–
|
–
|
|
|
1956
|
Avail Investment Partners
Lemont,
Pennsylvania
|
$321K
|
+$331K
|
+3,547
|
New
|
|
|
1957
|
Olistico Wealth
Tulsa,
Oklahoma
|
$320K
|
–
|
–
|
–
|
|
|
1958
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$319K
|
–
|
–
|
–
|
|
|
1959
|
|
$319K
|
–
|
–
|
–
|
|
|
1960
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$318K
|
-$9.43K
|
-101
|
-3%
|
|
|
1961
|
BankPlus Trust Department
Jackson,
Mississippi
|
$317K
|
–
|
–
|
–
|
|
|
1962
|
HBW Advisory Services
Simi Valley,
California
|
$317K
|
+$4.67K
|
+50
|
+1%
|
|
|
1963
|
Client 1st Advisory Group
Dunedin,
Florida
|
$316K
|
+$326K
|
+3,495
|
New
|
|
|
1964
|
Carmel Capital Partners
San Diego,
California
|
$315K
|
+$325K
|
+3,485
|
New
|
|
|
1965
|
GTS Securities
Miami,
Florida
|
$315K
|
+$325K
|
+3,478
|
New
|
|
|
1966
|
Arlington Financial Advisors
Santa Barbara,
California
|
$314K
|
–
|
–
|
–
|
|
|
1967
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$313K
|
+$323K
|
+3,457
|
New
|
|
|
1968
|
Maridea Wealth Management
Brooklyn,
New York
|
$313K
|
+$322K
|
+3,455
|
New
|
|
|
1969
|
Aspire Capital Advisors
Seattle,
Washington
|
$313K
|
+$6.35K
|
+68
|
+2%
|
|
|
1970
|
Formidable Asset Management
Cincinnati,
Ohio
|
$313K
|
+$187
|
+2
|
+0.1%
|
|
|
1971
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$312K
|
+$76.3K
|
+818
|
+31%
|
|
|
1972
|
Everpar Advisors
Tulsa,
Oklahoma
|
$312K
|
-$130K
|
-1,393
|
-29%
|
|
|
1973
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$312K
|
+$70K
|
+750
|
+28%
|
|
|
1974
|
Bravias Capital Group
Iselin,
New Jersey
|
$312K
|
-$14.7K
|
-157
|
-4%
|
|
|
1975
|
Gerber LLC
Columbus,
Ohio
|
$310K
|
+$6.44K
|
+69
|
+2%
|
|
