|
1951
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$292K
|
-$37.6K
|
-623
|
-12%
|
|
|
1952
|
Canopy Partners
Cincinnati,
Ohio
|
$292K
|
–
|
–
|
–
|
|
|
1953
|
Great Lakes Advisors
Chicago,
Illinois
|
$292K
|
-$29.4K
|
-487
|
-9%
|
|
|
1954
|
Veracity Capital
Atlanta,
Georgia
|
$290K
|
-$3.02K
|
-50
|
-1%
|
|
|
1955
|
Creative Capital Management Investments
San Diego,
California
|
$290K
|
–
|
–
|
–
|
|
|
1956
|
Detalus Advisors
St. Louis,
Missouri
|
$289K
|
+$34.6K
|
+574
|
+14%
|
|
|
1957
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$286K
|
+$277K
|
+4,595
|
New
|
|
|
1958
|
Sentry LLC
Memphis,
Tennessee
|
$285K
|
–
|
–
|
–
|
|
|
1959
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$285K
|
+$965
|
+16
|
+0.4%
|
|
|
1960
|
Granite Investment Partners
El Segundo,
California
|
$284K
|
–
|
–
|
–
|
|
|
1961
|
Seed Wealth Management
Evanston,
Illinois
|
$284K
|
–
|
–
|
–
|
|
|
1962
|
Advisor OS
Chicago,
Illinois
|
$283K
|
-$71.6K
|
-1,187
|
-21%
|
|
|
1963
|
Concord Wealth Partners
Abingdon,
Virginia
|
$282K
|
+$10.5K
|
+174
|
+4%
|
|
|
1964
|
Beaton Management Company
Haverhill,
Massachusetts
|
$282K
|
–
|
–
|
–
|
|
|
1965
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$282K
|
–
|
–
|
–
|
|
|
1966
|
|
$282K
|
+$34.7K
|
+575
|
+15%
|
|
|
1967
|
LongView Wealth Management
Atlanta,
Georgia
|
$282K
|
+$31.4K
|
+521
|
+13%
|
|
|
1968
|
Family Management
New York
|
$281K
|
–
|
–
|
–
|
|
|
1969
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$280K
|
–
|
–
|
–
|
|
|
1970
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$280K
|
–
|
–
|
–
|
|
|
1971
|
JGP Wealth Management
Bend,
Oregon
|
$279K
|
+$844
|
+14
|
+0.3%
|
|
|
1972
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$278K
|
+$2.23K
|
+37
|
+0.8%
|
|
|
1973
|
Affinity Wealth Management
Wilmington,
Delaware
|
$277K
|
–
|
–
|
–
|
|
|
1974
|
Stonegate Investment Group
Birmingham,
Alabama
|
$277K
|
–
|
–
|
–
|
|
|
1975
|
Five Oceans Advisors
Santa Monica,
California
|
$277K
|
+$268K
|
+4,450
|
New
|
|
