|
1951
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$2.33M
|
-$2.57K
|
-15
|
-0.1%
|
|
|
1952
|
Monument Capital Management
Alexandria,
Virginia
|
$2.33M
|
+$1.12M
|
+6,554
|
+109%
|
|
|
1953
|
TigerOak Management
Albuquerque,
New Mexico
|
$2.33M
|
+$37.5K
|
+219
|
+2%
|
|
|
1954
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$2.32M
|
-$13M
|
-75,997
|
-86%
|
|
|
1955
|
Financial Engines Advisors
Santa Clara,
California
|
$2.32M
|
-$510K
|
-2,978
|
-19%
|
|
|
1956
|
Maia Wealth
Denver,
Colorado
|
$2.32M
|
+$145K
|
+845
|
+7%
|
|
|
1957
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$2.32M
|
-$63.2K
|
-369
|
-3%
|
|
|
1958
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
$2.32M
|
-$265K
|
-1,548
|
-11%
|
|
|
1959
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$2.31M
|
-$464K
|
-2,706
|
-18%
|
|
|
1960
|
Zhang Financial
Portage,
Michigan
|
$2.31M
|
-$866K
|
-5,057
|
-29%
|
|
|
1961
|
Midland Wealth Advisors
Effingham,
Illinois
|
$2.31M
|
-$247K
|
-1,442
|
-10%
|
|
|
1962
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$2.31M
|
+$58.6K
|
+342
|
+3%
|
|
|
1963
|
Shum Financial Group
Alameda,
California
|
$2.31M
|
+$2.14M
|
+12,471
|
New
|
|
|
1964
|
MOKAN Wealth Management
Overland Park,
Kansas
|
$2.31M
|
-$283K
|
-1,649
|
-12%
|
|
|
1965
|
Register Financial Advisors
Atlanta,
Georgia
|
$2.31M
|
+$115K
|
+669
|
+6%
|
|
|
1966
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$2.31M
|
+$48.8K
|
+285
|
+2%
|
|
|
1967
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$2.31M
|
-$13.7K
|
-80
|
-0.6%
|
|
|
1968
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$2.3M
|
-$77.6K
|
-453
|
-4%
|
|
|
1969
|
Summit Global Investments
Bountiful,
Utah
|
$2.3M
|
-$5.41M
|
-31,579
|
-72%
|
|
|
1970
|
Hardy Reed
Tupelo,
Mississippi
|
$2.3M
|
-$69.4K
|
-405
|
-3%
|
|
|
1971
|
Trillium Asset Management
Boston,
Massachusetts
|
$2.29M
|
-$20.9K
|
-122
|
-1%
|
|
|
1972
|
MIRAE ASSET SECURITIES (USA) INC.
New York
|
$2.29M
|
-$23.9M
|
-139,276
|
-92%
|
|
|
1973
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$2.28M
|
-$3.6K
|
-21
|
-0.2%
|
|
|
1974
|
Insight Inv LLC
El Segundo,
California
|
$2.28M
|
+$238K
|
+1,392
|
+13%
|
|
|
1975
|
Verity Asset Management
Durham,
North Carolina
|
$2.27M
|
+$1.13M
|
+6,616
|
+118%
|
|
