|
1951
|
Valued Wealth Advisors
Holladay,
Utah
|
$61.1K
|
+$2.22K
|
+21
|
+5%
|
|
|
1952
|
SouthState Corp
Winter Haven,
Florida
|
$60.5K
|
-$103K
|
-971
|
-68%
|
|
|
1953
|
AmeriFlex Group
Las Vegas,
Nevada
|
$60K
|
+$36.4K
|
+344
|
+331%
|
|
|
1954
|
Bruce G. Allen Investments
Denver,
Colorado
|
$56.4K
|
–
|
–
|
–
|
|
|
1955
|
Orion Capital Management
Coronado,
California
|
$56.2K
|
-$8.47K
|
-80
|
-16%
|
|
|
1956
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$56.2K
|
+$741
|
+7
|
+2%
|
|
|
1957
|
Summit Securities Group
New York
|
$55K
|
+$43.5K
|
+411
|
New
|
|
|
1958
|
Avalon Trust
Santa Fe,
New Mexico
|
$54.9K
|
–
|
–
|
–
|
|
|
1959
|
BOK Financial Private Wealth
Denver,
Colorado
|
$53.7K
|
–
|
–
|
–
|
|
|
1960
|
Country Trust Bank
Bloomington,
Illinois
|
$53.6K
|
–
|
–
|
–
|
|
|
1961
|
Finley Financial
Las Vegas,
Nevada
|
$53.6K
|
–
|
–
|
–
|
|
|
1962
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$53.6K
|
–
|
–
|
–
|
|
|
1963
|
Hopwood Financial Services
Reston,
Virginia
|
$53.6K
|
+$42.4K
|
+400
|
New
|
|
|
1964
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$50.9K
|
–
|
–
|
–
|
|
|
1965
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$50.9K
|
–
|
–
|
–
|
|
|
1966
|
Atwood & Palmer
Kansas City,
Missouri
|
$49.5K
|
–
|
–
|
–
|
|
|
1967
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$49.5K
|
–
|
–
|
–
|
|
|
1968
|
Rational Advisors
Huntington,
New York
|
$49.5K
|
+$8.68K
|
+82
|
+28%
|
|
|
1969
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$48.2K
|
–
|
–
|
–
|
|
|
1970
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$47K
|
+$37.2K
|
+351
|
New
|
|
|
1971
|
Sachetta
Lynnfield,
Massachusetts
|
$46.5K
|
–
|
–
|
–
|
|
|
1972
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$46.3K
|
+$36.6K
|
+346
|
New
|
|
|
1973
|
Financial Perspectives
Minneapolis,
Minnesota
|
$45.9K
|
–
|
–
|
–
|
|
|
1974
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$45.7K
|
-$8.79K
|
-83
|
-20%
|
|
|
1975
|
REAP Financial Group
Austin,
Texas
|
$45.3K
|
+$2.44K
|
+23
|
+7%
|
|
