|
1951
|
Tolleson Wealth Management
Dallas,
Texas
|
$2.89M
|
-$153K
|
-267
|
-5%
|
|
|
1952
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.89M
|
+$79.2K
|
+138
|
+3%
|
|
|
1953
|
Ackerman Capital Advisors
Dallas,
Texas
|
$2.89M
|
–
|
–
|
–
|
|
|
1954
|
Mengis Capital Management
Portland,
Oregon
|
$2.87M
|
-$13.2K
|
-23
|
-0.5%
|
|
|
1955
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.87M
|
-$29.9K
|
-52
|
-1%
|
|
|
1956
|
Signature Resources Capital Management
Newport Beach,
California
|
$2.87M
|
+$1.8M
|
+3,140
|
+212%
|
|
|
1957
|
Upper Left Wealth Management
Tampa,
Florida
|
$2.86M
|
-$247K
|
-431
|
-9%
|
|
|
1958
|
Sachetta
Lynnfield,
Massachusetts
|
$2.86M
|
+$680K
|
+1,184
|
+35%
|
|
|
1959
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$2.85M
|
-$539K
|
-938
|
-17%
|
|
|
1960
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2.85M
|
+$4.59K
|
+8
|
+0.2%
|
|
|
1961
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$2.84M
|
+$1.4M
|
+2,437
|
+114%
|
|
|
1962
|
Regimen Wealth
Atlanta,
Georgia
|
$2.83M
|
-$3.74M
|
-6,509
|
-59%
|
|
|
1963
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$2.83M
|
-$156K
|
-271
|
-6%
|
|
|
1964
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$2.83M
|
+$1.72K
|
+3
|
+0.1%
|
|
|
1965
|
|
$2.83M
|
-$670K
|
-1,167
|
-20%
|
|
|
1966
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$2.82M
|
-$2.34M
|
-4,070
|
-47%
|
|
|
1967
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$2.82M
|
+$237K
|
+413
|
+10%
|
|
|
1968
|
Apeiron RIA
Dallas,
Texas
|
$2.81M
|
+$488K
|
+850
|
+23%
|
|
|
1969
|
Mainstream Capital Management
Los Angeles,
California
|
$2.81M
|
-$167K
|
-290
|
-6%
|
|
|
1970
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$2.81M
|
-$1.59M
|
-2,774
|
-38%
|
|
|
1971
|
Old North State Trust
Greensboro,
North Carolina
|
$2.81M
|
+$291K
|
+507
|
+13%
|
|
|
1972
|
Knightsbridge Asset Management
Newport Beach,
California
|
$2.8M
|
+$137K
|
+238
|
+6%
|
|
|
1973
|
TD Asset Management
Toronto,
Ontario, Canada
|
$2.8M
|
+$150K
|
+262
|
+6%
|
|
|
1974
|
Park Capital Management
Madison,
Wisconsin
|
$2.8M
|
-$438K
|
-763
|
-14%
|
|
|
1975
|
Alteri Wealth
Westlake Village,
California
|
$2.79M
|
+$10.9K
|
+19
|
+0.4%
|
|
