|
1951
|
Prosperity Planning
Kansas City,
Missouri
|
$1.48M
|
+$61.3K
|
+137
|
+5%
|
|
|
1952
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.48M
|
-$21K
|
-47
|
-1%
|
|
|
1953
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$1.47M
|
+$237K
|
+530
|
+21%
|
|
|
1954
|
Narus Financial Partners
Salt Lake City,
Utah
|
$1.47M
|
-$272K
|
-608
|
-17%
|
|
|
1955
|
KEB Asset Management
Springfield,
Illinois
|
$1.46M
|
–
|
–
|
–
|
|
|
1956
|
Renasant Bank
Tupelo,
Mississippi
|
$1.46M
|
+$20.6K
|
+46
|
+2%
|
|
|
1957
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$1.46M
|
+$1.37M
|
+3,050
|
New
|
|
|
1958
|
Advance Capital Management
Southfield,
Michigan
|
$1.45M
|
+$47K
|
+105
|
+4%
|
|
|
1959
|
Family Asset Management
Charleston,
South Carolina
|
$1.45M
|
+$12.1K
|
+27
|
+0.9%
|
|
|
1960
|
Sebold Capital Management
Lisle,
Illinois
|
$1.45M
|
-$248K
|
-554
|
-15%
|
|
|
1961
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$1.45M
|
+$8.95K
|
+20
|
+0.7%
|
|
|
1962
|
VitalStone Financial
Shavano Park,
Texas
|
$1.44M
|
+$312K
|
+697
|
+30%
|
|
|
1963
|
Scott Capital Advisors
Portland,
Oregon
|
$1.44M
|
+$26.4K
|
+59
|
+2%
|
|
|
1964
|
Riversedge Advisors
Wilmington,
Delaware
|
$1.44M
|
+$12.1K
|
+27
|
+0.9%
|
|
|
1965
|
Arbor Wealth Advisors
Troy,
Michigan
|
$1.43M
|
+$1.34M
|
+2,989
|
New
|
|
|
1966
|
Sanders Morris Harris
Houston,
Texas
|
$1.43M
|
+$436K
|
+975
|
+48%
|
|
|
1967
|
Advisor OS
Chicago,
Illinois
|
$1.43M
|
+$149K
|
+334
|
+13%
|
|
|
1968
|
Stephens Consulting
Flint,
Michigan
|
$1.42M
|
-$24.2K
|
-54
|
-2%
|
|
|
1969
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$1.42M
|
-$20.6K
|
-46
|
-2%
|
|
|
1970
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.42M
|
+$182K
|
+406
|
+16%
|
|
|
1971
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$1.42M
|
-$27.3K
|
-61
|
-2%
|
|
|
1972
|
Financial Network Wealth Advisors
Murray,
Utah
|
$1.42M
|
+$1.33M
|
+2,964
|
New
|
|
|
1973
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$1.41M
|
-$8.5K
|
-19
|
-0.6%
|
|
|
1974
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.41M
|
-$34.9K
|
-78
|
-3%
|
|
|
1975
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.41M
|
-$10.3M
|
-23,117
|
-89%
|
|
