|
1951
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$300K
|
+$42.5K
|
+400
|
+17%
|
|
|
1952
|
Ausdal Financial Partners
Davenport,
Iowa
|
$299K
|
+$49.7K
|
+468
|
+21%
|
|
|
1953
|
Stiles Financial Services
Edina,
Minnesota
|
$299K
|
+$212
|
+2
|
+0.1%
|
|
|
1954
|
American Trust
Lexington,
Kentucky
|
$299K
|
+$29K
|
+273
|
+11%
|
|
|
1955
|
HTLF Bank
Denver,
Colorado
|
$299K
|
-$9.77K
|
-92
|
-3%
|
|
|
1956
|
American International Group
New York
|
$298K
|
-$930K
|
-8,761
|
-76%
|
|
|
1957
|
ARS Investment Partners
New York
|
$298K
|
–
|
–
|
–
|
|
|
1958
|
Eudaimonia Partners
Winchester,
Tennessee
|
$298K
|
+$61K
|
+574
|
+27%
|
|
|
1959
|
BCGM Wealth Management
Lafayette,
Indiana
|
$298K
|
+$743
|
+7
|
+0.3%
|
|
|
1960
|
Aries Wealth Management
Portland,
Maine
|
$297K
|
–
|
–
|
–
|
|
|
1961
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$297K
|
-$24.8K
|
-234
|
-8%
|
|
|
1962
|
Wallace Advisory Group
Lafayette,
California
|
$297K
|
–
|
–
|
–
|
|
|
1963
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$296K
|
-$31.5K
|
-297
|
-10%
|
|
|
1964
|
|
$295K
|
+$283K
|
+2,666
|
New
|
|
|
1965
|
Parkside Advisors
Berkeley,
California
|
$294K
|
–
|
–
|
–
|
|
|
1966
|
Upper Left Wealth Management
Tampa,
Florida
|
$294K
|
-$79K
|
-744
|
-22%
|
|
|
1967
|
FSA Advisors
Troy,
Michigan
|
$293K
|
-$4.57K
|
-43
|
-2%
|
|
|
1968
|
CWA Asset Management Group
Naples,
Florida
|
$291K
|
+$43.9K
|
+413
|
+19%
|
|
|
1969
|
AA Financial Advisors
Columbus,
Ohio
|
$291K
|
-$743
|
-7
|
-0.3%
|
|
|
1970
|
AQR Capital Management
Greenwich,
Connecticut
|
$290K
|
+$278K
|
+2,622
|
New
|
|
|
1971
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$289K
|
-$531
|
-5
|
-0.2%
|
|
|
1972
|
Fiduciary Family Office
Boca Raton,
Florida
|
$289K
|
-$199K
|
-1,871
|
-42%
|
|
|
1973
|
Core Wealth Partners
Santa Rosa,
California
|
$289K
|
+$278K
|
+2,614
|
New
|
|
|
1974
|
Clearview Wealth Advisors
Salem,
Oregon
|
$289K
|
-$12.7K
|
-120
|
-4%
|
|
|
1975
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$287K
|
–
|
–
|
–
|
|
