|
1951
|
Studio Investment Management
Chicago,
Illinois
|
$581K
|
-$36.5K
|
-266
|
-6%
|
|
|
1952
|
Petros Family Wealth
Bloomington,
Minnesota
|
$580K
|
+$10.6K
|
+77
|
+2%
|
|
|
1953
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$580K
|
-$27.2K
|
-198
|
-5%
|
|
|
1954
|
SMART Wealth
Omaha,
Nebraska
|
$576K
|
+$533K
|
+3,886
|
New
|
|
|
1955
|
F&V Capital Management
Boca Raton,
Florida
|
$575K
|
+$15.1K
|
+110
|
+3%
|
|
|
1956
|
Foster & Motley
Cincinnati,
Ohio
|
$575K
|
+$65.7K
|
+479
|
+14%
|
|
|
1957
|
BankPlus Trust Department
Jackson,
Mississippi
|
$575K
|
+$63.7K
|
+464
|
+14%
|
|
|
1958
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$574K
|
+$180K
|
+1,312
|
+51%
|
|
|
1959
|
AA Financial Advisors
Columbus,
Ohio
|
$572K
|
+$9.33K
|
+68
|
+2%
|
|
|
1960
|
Simplex Trading
Chicago,
Illinois
|
$571K
|
+$512K
|
+3,732
|
+3,190%
|
|
|
1961
|
Mosaic Financial Group
Chicago,
Illinois
|
$570K
|
-$5.35K
|
-39
|
-1%
|
|
|
1962
|
Duncker Streett & Co
St. Louis,
Missouri
|
$570K
|
–
|
–
|
–
|
|
|
1963
|
Prospera Capital Management
Gilbert,
Arizona
|
$569K
|
+$532K
|
+3,876
|
New
|
|
|
1964
|
Veracity Capital
Atlanta,
Georgia
|
$568K
|
+$274
|
+2
|
+0.1%
|
|
|
1965
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$568K
|
-$103K
|
-750
|
-16%
|
|
|
1966
|
ARS Investment Partners
New York
|
$568K
|
+$45K
|
+328
|
+9%
|
|
|
1967
|
SteelPeak Wealth
Woodland Hills,
California
|
$565K
|
-$137
|
-1
|
-0%
|
|
|
1968
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$563K
|
+$170K
|
+1,237
|
+48%
|
|
|
1969
|
Alerus Financial
Grand Forks,
North Dakota
|
$562K
|
–
|
–
|
–
|
|
|
1970
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$560K
|
-$85.9K
|
-626
|
-14%
|
|
|
1971
|
Avail Investment Partners
Lemont,
Pennsylvania
|
$559K
|
-$3.43K
|
-25
|
-0.7%
|
|
|
1972
|
Carbahal Olsen Financial Services Group
Davis,
California
|
$559K
|
-$2.61K
|
-19
|
-0.5%
|
|
|
1973
|
Plum Street Advisors
New Orleans,
Louisiana
|
$558K
|
-$33.8K
|
-246
|
-6%
|
|
|
1974
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$556K
|
–
|
–
|
–
|
|
|
1975
|
3EDGE Asset Management
Naples,
Florida
|
$555K
|
-$482K
|
-3,513
|
-48%
|
|
