|
1951
|
Torch Wealth Management
Cincinnati,
Ohio
|
$584K
|
+$15.6K
|
+301
|
+3%
|
|
|
1952
|
FAS Wealth Partners
Leawood,
Kansas
|
$575K
|
+$58.9K
|
+1,134
|
+11%
|
|
|
1953
|
Appropriate Balance Financial Services
Bellevue,
Washington
|
$573K
|
-$52.8K
|
-1,016
|
-8%
|
|
|
1954
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$568K
|
+$46.9K
|
+902
|
+9%
|
|
|
1955
|
Forte Capital
Rochester,
New York
|
$565K
|
-$26.2K
|
-504
|
-4%
|
|
|
1956
|
Reilly Financial Advisors
La Mesa,
California
|
$564K
|
-$44.2K
|
-851
|
-7%
|
|
|
1957
|
Cahill Financial Advisors
Edina,
Minnesota
|
$564K
|
+$301K
|
+5,802
|
+111%
|
|
|
1958
|
Brookstone Capital Management
Wheaton,
Illinois
|
$561K
|
+$68.3K
|
+1,315
|
+14%
|
|
|
1959
|
SFMG Wealth Advisors
Plano,
Texas
|
$560K
|
+$60.5K
|
+1,165
|
+12%
|
|
|
1960
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$558K
|
-$2.6K
|
-50
|
-0.5%
|
|
|
1961
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$555K
|
+$312
|
+6
|
+0.1%
|
|
|
1962
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$548K
|
–
|
–
|
–
|
|
|
1963
|
South Street Advisors
New York
|
$541K
|
-$24.6K
|
-474
|
-4%
|
|
|
1964
|
Valicenti Advisory Services
Elmira,
New York
|
$540K
|
+$15.8K
|
+305
|
+3%
|
|
|
1965
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$540K
|
+$234K
|
+4,494
|
+74%
|
|
|
1966
|
Cobiz Wealth
Denver,
Colorado
|
$539K
|
-$37.7K
|
-726
|
-6%
|
|
|
1967
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$537K
|
+$14K
|
+270
|
+3%
|
|
|
1968
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$537K
|
+$20.9K
|
+402
|
+4%
|
|
|
1969
|
CQS Cayman
Camana Bay, Grand Cayman,
Cayman Islands
|
$537K
|
+$546K
|
+10,500
|
New
|
|
|
1970
|
Integre Asset Management
New York
|
$531K
|
-$205K
|
-3,950
|
-28%
|
|
|
1971
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$531K
|
+$13K
|
+250
|
+2%
|
|
|
1972
|
|
$530K
|
-$4.14M
|
-79,749
|
-89%
|
|
|
1973
|
High Falls Advisors
Rochester,
New York
|
$525K
|
-$310K
|
-5,973
|
-39%
|
|
|
1974
|
V Wealth Advisors
Overland Park,
Kansas
|
$521K
|
+$13.4K
|
+257
|
+3%
|
|
|
1975
|
WealthSource Partners
San Luis Obispo,
California
|
$520K
|
-$53.8K
|
-1,036
|
-9%
|
|
