|
1951
|
SFG Wealth Management
Towson,
Maryland
|
$433K
|
-$51.1K
|
-182
|
-11%
|
|
|
1952
|
Omega Financial Group
Santa Barbara,
California
|
$432K
|
+$562
|
+2
|
+0.1%
|
|
|
1953
|
Shrier Wealth Management
Los Angeles,
California
|
$432K
|
+$562
|
+2
|
+0.1%
|
|
|
1954
|
Monte Financial Group
Guilford,
Connecticut
|
$432K
|
+$33.7K
|
+120
|
+9%
|
|
|
1955
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$432K
|
+$3.37K
|
+12
|
+0.8%
|
|
|
1956
|
Eclectic Associates
Fullerton,
California
|
$431K
|
+$4.21K
|
+15
|
+1%
|
|
|
1957
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$430K
|
–
|
–
|
–
|
|
|
1958
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$430K
|
+$281
|
+1
|
+0.1%
|
|
|
1959
|
Kessler Investment Group
Columbus,
Indiana
|
$429K
|
–
|
–
|
–
|
|
|
1960
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$429K
|
–
|
–
|
–
|
|
|
1961
|
GDS Wealth Management
Flower Mound,
Texas
|
$429K
|
-$12.6K
|
-45
|
-3%
|
|
|
1962
|
Trueblood Wealth Management
Lima,
Ohio
|
$429K
|
+$562
|
+2
|
+0.1%
|
|
|
1963
|
Dala Group
Hoffman Estates,
Illinois
|
$428K
|
–
|
–
|
–
|
|
|
1964
|
SeaCrest Wealth Management
Purchase,
New York
|
$427K
|
-$310K
|
-1,103
|
-44%
|
|
|
1965
|
Redwood Family Wealth
Addison,
Texas
|
$427K
|
–
|
–
|
–
|
|
|
1966
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$425K
|
+$47.2K
|
+168
|
+13%
|
|
|
1967
|
Private Client Services
Louisville,
Kentucky
|
$425K
|
-$87.4K
|
-311
|
-18%
|
|
|
1968
|
Bedminster
Bluffton,
South Carolina
|
$425K
|
-$111K
|
-395
|
-22%
|
|
|
1969
|
Spirepoint Private Client
Vero Beach,
Florida
|
$422K
|
–
|
–
|
–
|
|
|
1970
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$422K
|
–
|
–
|
–
|
|
|
1971
|
Fayez Sarofim & Co
Houston,
Texas
|
$422K
|
–
|
–
|
–
|
|
|
1972
|
High Net Worth Advisory Group
Naples,
Florida
|
$422K
|
–
|
–
|
–
|
|
|
1973
|
Patten Group
Chattanooga,
Tennessee
|
$421K
|
+$75K
|
+267
|
+24%
|
|
|
1974
|
DeLarme Wealth Management
Palos Verdes Estates,
California
|
$421K
|
+$281
|
+1
|
+0.1%
|
|
|
1975
|
SJBenen ADVISORY
Chapel Hill,
North Carolina
|
$421K
|
–
|
–
|
–
|
|
