|
1951
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$384K
|
-$15.1K
|
-63
|
-4%
|
|
|
1952
|
Red Reef Advisors
Boca Raton,
Florida
|
$384K
|
+$382K
|
+1,592
|
New
|
|
|
1953
|
Monument Capital Management
Alexandria,
Virginia
|
$383K
|
+$16.6K
|
+69
|
+5%
|
|
|
1954
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$382K
|
–
|
–
|
–
|
|
|
1955
|
Wallace Advisory Group
Lafayette,
California
|
$382K
|
-$368K
|
-1,531
|
-49%
|
|
|
1956
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$382K
|
-$177M
|
-735,557
|
-100%
|
|
|
1957
|
Eagle Strategies
New York
|
$382K
|
+$62.4K
|
+260
|
+20%
|
|
|
1958
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$381K
|
–
|
–
|
–
|
|
|
1959
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$380K
|
+$81.9K
|
+341
|
+28%
|
|
|
1960
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$380K
|
-$10.6K
|
-44
|
-3%
|
|
|
1961
|
Widmann Financial Services
Bowie,
Maryland
|
$380K
|
–
|
–
|
–
|
|
|
1962
|
|
$379K
|
-$59.1K
|
-246
|
-14%
|
|
|
1963
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$379K
|
+$4.08K
|
+17
|
+1%
|
|
|
1964
|
Keystone Wealth Services
Palm Desert,
California
|
$378K
|
+$74.4K
|
+310
|
+25%
|
|
|
1965
|
Asset One Wealth Management
Bellevue,
Washington
|
$378K
|
+$337K
|
+1,405
|
New
|
|
|
1966
|
TruWealth Advisors
Metairie,
Louisiana
|
$377K
|
-$3.84K
|
-16
|
-1%
|
|
|
1967
|
DDD Partners
Bellevue,
Washington
|
$377K
|
+$9.84K
|
+41
|
+3%
|
|
|
1968
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$376K
|
+$1.2K
|
+5
|
+0.3%
|
|
|
1969
|
Frederick Financial Consultants
Frederick,
Maryland
|
$375K
|
+$16.6K
|
+69
|
+5%
|
|
|
1970
|
PSI Advisors
Tampa,
Florida
|
$372K
|
+$43.2K
|
+180
|
+13%
|
|
|
1971
|
Birch Financial Group
Keene,
New Hampshire
|
$371K
|
+$5.76K
|
+24
|
+2%
|
|
|
1972
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$370K
|
-$9.12K
|
-38
|
-2%
|
|
|
1973
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$370K
|
-$60.3K
|
-251
|
-14%
|
|
|
1974
|
Uniting Wealth Partners
Mission,
Kansas
|
$369K
|
–
|
–
|
–
|
|
|
1975
|
Pursue Wealth Partners
Clayton,
California
|
$369K
|
–
|
–
|
–
|
|
