|
1951
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$903K
|
+$5.71K
|
+40
|
+0.6%
|
|
|
1952
|
Bourne Lent Asset Management
Pawling,
New York
|
$901K
|
–
|
–
|
–
|
|
|
1953
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$897K
|
+$144K
|
+1,007
|
+19%
|
|
|
1954
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$896K
|
-$226K
|
-1,584
|
-20%
|
|
|
1955
|
Longfellow Investment Management
Boston,
Massachusetts
|
$895K
|
-$189K
|
-1,327
|
-17%
|
|
|
1956
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$895K
|
+$32.6K
|
+228
|
+4%
|
|
|
1957
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$895K
|
-$10.7K
|
-75
|
-1%
|
|
|
1958
|
Autumn Glory Partners
Dallas,
Texas
|
$895K
|
+$7.71K
|
+54
|
+0.9%
|
|
|
1959
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$893K
|
-$218K
|
-1,525
|
-19%
|
|
|
1960
|
Security National Bank
Omaha,
Nebraska
|
$890K
|
-$42.8K
|
-300
|
-5%
|
|
|
1961
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$890K
|
+$4.28K
|
+30
|
+0.5%
|
|
|
1962
|
Integris Wealth Management
Monterey,
California
|
$888K
|
–
|
–
|
–
|
|
|
1963
|
Canopy Partners
Cincinnati,
Ohio
|
$883K
|
+$2.14K
|
+15
|
+0.2%
|
|
|
1964
|
Wakefield Asset Management
Englewood,
Colorado
|
$882K
|
–
|
–
|
–
|
|
|
1965
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$881K
|
+$131K
|
+917
|
+17%
|
|
|
1966
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$880K
|
+$281K
|
+1,965
|
+46%
|
|
|
1967
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$877K
|
-$119K
|
-830
|
-12%
|
|
|
1968
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$876K
|
+$4.57K
|
+32
|
+0.5%
|
|
|
1969
|
Norris Perne & French
Grand Rapids,
Michigan
|
$874K
|
-$24.1K
|
-169
|
-3%
|
|
|
1970
|
Westfuller Advisors
New York
|
$874K
|
+$353K
|
+2,472
|
+66%
|
|
|
1971
|
Clayton Financial Group
St. Louis,
Missouri
|
$872K
|
+$886K
|
+6,207
|
New
|
|
|
1972
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$869K
|
-$181K
|
-1,270
|
-17%
|
|
|
1973
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$868K
|
–
|
–
|
–
|
|
|
1974
|
Parcion Private Wealth
Bellevue,
Washington
|
$863K
|
+$443K
|
+3,103
|
+102%
|
|
|
1975
|
Opinicus Capital
Tampa,
Florida
|
$863K
|
+$878K
|
+6,147
|
New
|
|
