|
1951
|
Lokken Investment Group
Lewes,
Delaware
|
$429K
|
+$214
|
+1
|
+0.1%
|
|
|
1952
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$429K
|
+$41.7K
|
+195
|
+11%
|
|
|
1953
|
Sittner & Nelson
Eugene,
Oregon
|
$428K
|
+$64.2K
|
+300
|
+19%
|
|
|
1954
|
Childress Capital Advisors
Houston,
Texas
|
$428K
|
+$152K
|
+711
|
+59%
|
|
|
1955
|
MBL Wealth
Charlotte,
North Carolina
|
$427K
|
+$28.9K
|
+135
|
+8%
|
|
|
1956
|
Financial Strategies Group
Okemos,
Michigan
|
$427K
|
+$63.9K
|
+299
|
+19%
|
|
|
1957
|
KWB Wealth
Redlands,
California
|
$427K
|
+$148K
|
+692
|
+57%
|
|
|
1958
|
Bridgeworth
Birmingham,
Alabama
|
$426K
|
-$28.7K
|
-134
|
-7%
|
|
|
1959
|
Keel Point
Huntsville,
Alabama
|
$426K
|
+$25.7K
|
+120
|
+7%
|
|
|
1960
|
Verition Fund Management
Greenwich,
Connecticut
|
$424K
|
-$874K
|
-4,088
|
-68%
|
|
|
1961
|
Darwin Wealth Management
Tampa,
Florida
|
$423K
|
-$6.63K
|
-31
|
-2%
|
|
|
1962
|
Financial Advisors
Andover,
Massachusetts
|
$423K
|
+$18K
|
+84
|
+5%
|
|
|
1963
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$422K
|
+$2.99K
|
+14
|
+0.7%
|
|
|
1964
|
Biltmore Family Office
Charlotte,
North Carolina
|
$421K
|
-$10.7K
|
-50
|
-3%
|
|
|
1965
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$421K
|
-$8.55K
|
-40
|
-2%
|
|
|
1966
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$421K
|
–
|
–
|
–
|
|
|
1967
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$421K
|
+$21.6K
|
+101
|
+6%
|
|
|
1968
|
WealthStone
Columbus,
Ohio
|
$421K
|
+$115K
|
+537
|
+40%
|
|
|
1969
|
Constitution Capital
Shelton,
Connecticut
|
$421K
|
+$188K
|
+880
|
+88%
|
|
|
1970
|
CFO4Life Group
Coppell,
Texas
|
$418K
|
-$51.5K
|
-241
|
-11%
|
|
|
1971
|
Ranch Capital Advisors
Sarasota,
Florida
|
$416K
|
-$4.49K
|
-21
|
-1%
|
|
|
1972
|
Howe & Rusling
Rochester,
New York
|
$414K
|
-$3.64K
|
-17
|
-0.9%
|
|
|
1973
|
St Louis Trust
Saint Louis,
Missouri
|
$414K
|
+$396K
|
+1,850
|
New
|
|
|
1974
|
Lipe & Dalton
Syracuse,
New York
|
$413K
|
-$21.4K
|
-100
|
-5%
|
|
|
1975
|
Osborne Partners Capital Management
San Francisco,
California
|
$412K
|
-$118K
|
-550
|
-23%
|
|
