|
1951
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$304K
|
-$34.7K
|
-645
|
-11%
|
|
|
1952
|
Baystate Wealth Management
Boston,
Massachusetts
|
$304K
|
-$3.55K
|
-66
|
-1%
|
|
|
1953
|
Private Vista
Chicago,
Illinois
|
$301K
|
+$18.1K
|
+336
|
+7%
|
|
|
1954
|
Apexium Financial
Dallas,
Texas
|
$301K
|
+$292K
|
+5,433
|
New
|
|
|
1955
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$300K
|
-$287K
|
-5,335
|
-50%
|
|
|
1956
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$300K
|
-$5K
|
-93
|
-2%
|
|
|
1957
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$298K
|
–
|
–
|
–
|
|
|
1958
|
Versant Capital Management
Phoenix,
Arizona
|
$298K
|
+$10.5K
|
+195
|
+4%
|
|
|
1959
|
Watchman Group
Plano,
Texas
|
$298K
|
+$290K
|
+5,390
|
New
|
|
|
1960
|
HeadInvest LLC
Portland,
Maine
|
$297K
|
+$10.7K
|
+199
|
+4%
|
|
|
1961
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$296K
|
-$28K
|
-520
|
-9%
|
|
|
1962
|
CWA Asset Management Group
Naples,
Florida
|
$295K
|
+$49.1K
|
+913
|
+21%
|
|
|
1963
|
Sather Financial Group
Victoria,
Texas
|
$294K
|
+$6.83K
|
+127
|
+2%
|
|
|
1964
|
Valmark Advisers
Akron,
Ohio
|
$293K
|
-$44.1K
|
-821
|
-13%
|
|
|
1965
|
Canal Capital Management
Richmond,
Virginia
|
$293K
|
+$1.45K
|
+27
|
+0.5%
|
|
|
1966
|
Whalerock Point Partners
Providence,
Rhode Island
|
$292K
|
+$7.47K
|
+139
|
+3%
|
|
|
1967
|
Mizuho Securities USA
New York
|
$292K
|
+$283K
|
+5,270
|
New
|
|
|
1968
|
Naples Global Advisors
Naples,
Florida
|
$291K
|
+$39.7K
|
+739
|
+16%
|
|
|
1969
|
|
$290K
|
+$21.5K
|
+400
|
+8%
|
|
|
1970
|
RWA Wealth Partners
Newton,
Massachusetts
|
$289K
|
-$4.52K
|
-84
|
-2%
|
|
|
1971
|
First Citizens Financial Corp
Mason City,
Iowa
|
$289K
|
+$280K
|
+5,214
|
New
|
|
|
1972
|
Silvant Capital Management
Atlanta,
Georgia
|
$288K
|
–
|
–
|
–
|
|
|
1973
|
North American Management
Boston,
Massachusetts
|
$287K
|
-$59.6K
|
-1,108
|
-18%
|
|
|
1974
|
Lantz Financial
Naperville,
Illinois
|
$287K
|
-$2.9K
|
-54
|
-1%
|
|
|
1975
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$287K
|
+$1.07K
|
+20
|
+0.4%
|
|
