|
1951
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$2.85M
|
–
|
–
|
–
|
|
|
1952
|
|
$2.84M
|
+$433K
|
+731
|
+18%
|
|
|
1953
|
Alerus Financial
Grand Forks,
North Dakota
|
$2.83M
|
-$1.78K
|
-3
|
-0.1%
|
|
|
1954
|
United Capital Management of KS
Salina,
Kansas
|
$2.83M
|
-$233K
|
-393
|
-8%
|
|
|
1955
|
Hopwood Financial Services
Reston,
Virginia
|
$2.82M
|
+$2.84M
|
+4,797
|
New
|
|
|
1956
|
Israel Discount Bank of New York
New York
|
$2.82M
|
-$1.39M
|
-2,351
|
-33%
|
|
|
1957
|
Generation Capital Management
Pittsford,
New York
|
$2.82M
|
+$2.84M
|
+4,793
|
New
|
|
|
1958
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$2.82M
|
-$537K
|
-908
|
-16%
|
|
|
1959
|
Encompass Wealth Advisors
Portland,
Oregon
|
$2.82M
|
+$544K
|
+919
|
+24%
|
|
|
1960
|
Castle Wealth Management
West Palm Beach,
Florida
|
$2.82M
|
-$190K
|
-321
|
-6%
|
|
|
1961
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.81M
|
-$181K
|
-305
|
-6%
|
|
|
1962
|
Sonora Investment Management Group
Tucson,
Arizona
|
$2.81M
|
-$44.4K
|
-75
|
-2%
|
|
|
1963
|
Wallace Advisory Group
Lafayette,
California
|
$2.8M
|
-$277K
|
-468
|
-9%
|
|
|
1964
|
Mengis Capital Management
Portland,
Oregon
|
$2.8M
|
-$12.4K
|
-21
|
-0.4%
|
|
|
1965
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$2.8M
|
-$59.8K
|
-101
|
-2%
|
|
|
1966
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$2.8M
|
+$894K
|
+1,511
|
+47%
|
|
|
1967
|
R.M. Davis Inc
Portland,
Maine
|
$2.79M
|
-$33.7K
|
-57
|
-1%
|
|
|
1968
|
Financial Services Advisory
Rockville,
Maryland
|
$2.79M
|
-$7.1M
|
-11,993
|
-72%
|
|
|
1969
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.78M
|
+$262K
|
+443
|
+10%
|
|
|
1970
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$2.78M
|
+$2.8M
|
+4,725
|
New
|
|
|
1971
|
Darrow Company
Needham,
Massachusetts
|
$2.78M
|
-$8.88K
|
-15
|
-0.3%
|
|
|
1972
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.77M
|
+$434K
|
+734
|
+18%
|
|
|
1973
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$2.76M
|
-$10.7K
|
-18
|
-0.4%
|
|
|
1974
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$2.76M
|
-$27.8K
|
-47
|
-1%
|
|
|
1975
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$2.75M
|
+$421K
|
+712
|
+18%
|
|
