|
1951
|
King Wealth Management Group
Naples,
Florida
|
$268K
|
+$3.81K
|
+55
|
+1%
|
|
|
1952
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$267K
|
+$323K
|
+4,663
|
New
|
|
|
1953
|
GoalFusion Wealth Management
Austin,
Texas
|
$267K
|
–
|
–
|
–
|
|
|
1954
|
Eagle Bay Advisors
New York
|
$265K
|
+$241K
|
+3,487
|
+305%
|
|
|
1955
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$265K
|
+$8.24K
|
+119
|
+3%
|
|
|
1956
|
BIP Wealth
Atlanta,
Georgia
|
$265K
|
-$54.8K
|
-792
|
-15%
|
|
|
1957
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
$265K
|
+$2.08K
|
+30
|
+0.7%
|
|
|
1958
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$264K
|
-$15.9M
|
-229,746
|
-98%
|
|
|
1959
|
ICA Group Wealth Management
Denver,
Colorado
|
$264K
|
+$1.39K
|
+20
|
+0.4%
|
|
|
1960
|
Dean Investment Associates
Beavercreek,
Ohio
|
$264K
|
–
|
–
|
–
|
|
|
1961
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$262K
|
-$56.5K
|
-816
|
-15%
|
|
|
1962
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$262K
|
+$18.3K
|
+264
|
+6%
|
|
|
1963
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$262K
|
-$1.66K
|
-24
|
-0.5%
|
|
|
1964
|
Advisor OS
Chicago,
Illinois
|
$261K
|
-$28.3K
|
-409
|
-8%
|
|
|
1965
|
Fortis Advisors
Wayne,
Pennsylvania
|
$261K
|
–
|
–
|
–
|
|
|
1966
|
John G. Ullman & Associates
Corning,
New York
|
$260K
|
–
|
–
|
–
|
|
|
1967
|
Caldwell Sutter Capital
Sausalito,
California
|
$260K
|
+$18.3K
|
+265
|
+6%
|
|
|
1968
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$260K
|
+$5.61K
|
+81
|
+2%
|
|
|
1969
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$260K
|
-$4.85K
|
-70
|
-2%
|
|
|
1970
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$259K
|
+$1.31K
|
+19
|
+0.4%
|
|
|
1971
|
Mairs & Power Inc
St Paul,
Minnesota
|
$259K
|
-$34.5K
|
-498
|
-10%
|
|
|
1972
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$258K
|
+$23.6K
|
+341
|
+8%
|
|
|
1973
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$258K
|
+$312K
|
+4,505
|
New
|
|
|
1974
|
Griffin Asset Management
New York
|
$258K
|
–
|
–
|
–
|
|
|
1975
|
Everhart Financial Group
Dublin,
Ohio
|
$256K
|
-$346K
|
-4,999
|
-53%
|
|
