|
1951
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$2.7M
|
-$360K
|
-523
|
-12%
|
|
|
1952
|
Optiver Holding
Amsterdam,
Netherlands
|
$2.7M
|
+$2.52M
|
+3,662
|
New
|
|
|
1953
|
Colorado Capital Management
Boulder,
Colorado
|
$2.7M
|
-$2.06K
|
-3
|
-0.1%
|
|
|
1954
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2.69M
|
+$274K
|
+398
|
+12%
|
|
|
1955
|
Insight Wealth Strategies
San Ramon,
California
|
$2.69M
|
-$327K
|
-475
|
-11%
|
|
|
1956
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$2.69M
|
-$5.91M
|
-8,585
|
-70%
|
|
|
1957
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$2.69M
|
-$75.7K
|
-110
|
-3%
|
|
|
1958
|
Aspect Partners
Fairfax,
Virginia
|
$2.68M
|
-$15.8K
|
-23
|
-0.6%
|
|
|
1959
|
Meridian Wealth Advisors
Austin,
Texas
|
$2.67M
|
-$178K
|
-259
|
-7%
|
|
|
1960
|
Clear Trail Advisors
Houston,
Texas
|
$2.67M
|
-$163K
|
-237
|
-6%
|
|
|
1961
|
Stembrook Asset Management
Red Bank,
New Jersey
|
$2.67M
|
-$213K
|
-309
|
-8%
|
|
|
1962
|
Mosaic Financial Group
Chicago,
Illinois
|
$2.66M
|
+$68.8K
|
+100
|
+3%
|
|
|
1963
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.66M
|
+$111K
|
+161
|
+5%
|
|
|
1964
|
International Private Wealth Advisors
San Diego,
California
|
$2.66M
|
-$1.38K
|
-2
|
-0.1%
|
|
|
1965
|
F&V Capital Management
Boca Raton,
Florida
|
$2.65M
|
+$6.19K
|
+9
|
+0.3%
|
|
|
1966
|
German American Bancorp
Jasper,
Indiana
|
$2.65M
|
+$15.8K
|
+23
|
+0.6%
|
|
|
1967
|
Affiance Financial
St. Louis Park,
Minnesota
|
$2.64M
|
+$15.8K
|
+23
|
+0.6%
|
|
|
1968
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$2.64M
|
+$12.4K
|
+18
|
+0.5%
|
|
|
1969
|
Howard Wealth Management
Madison,
Connecticut
|
$2.63M
|
-$18.6K
|
-27
|
-0.7%
|
|
|
1970
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$2.63M
|
-$42.7K
|
-62
|
-2%
|
|
|
1971
|
Legacy Edge Advisors
Syosset,
New York
|
$2.63M
|
+$364K
|
+529
|
+17%
|
|
|
1972
|
Silvia McColl Wealth Management
San Diego,
California
|
$2.63M
|
–
|
–
|
–
|
|
|
1973
|
|
$2.62M
|
-$169K
|
-246
|
-6%
|
|
|
1974
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$2.62M
|
–
|
–
|
–
|
|
|
1975
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$2.62M
|
+$42.7K
|
+62
|
+2%
|
|
