|
1951
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$326K
|
+$56.2K
|
+574
|
+21%
|
|
|
1952
|
WealthPLAN Partners
Omaha,
Nebraska
|
$325K
|
-$54.5K
|
-557
|
-14%
|
|
|
1953
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$325K
|
+$101K
|
+1,036
|
+45%
|
|
|
1954
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$324K
|
+$117K
|
+1,192
|
+56%
|
|
|
1955
|
Members Trust
Tampa,
Florida
|
$323K
|
+$323K
|
+3,302
|
New
|
|
|
1956
|
Carr Financial Group
Worcester,
Massachusetts
|
$322K
|
+$587
|
+6
|
+0.2%
|
|
|
1957
|
Clear Creek Financial Management
Silverdale,
Washington
|
$322K
|
-$11.7K
|
-119
|
-3%
|
|
|
1958
|
Ranch Capital Advisors
Sarasota,
Florida
|
$321K
|
+$98
|
+1
|
+0%
|
|
|
1959
|
Perennial Investment Advisors
Los Angeles,
California
|
$321K
|
-$587
|
-6
|
-0.2%
|
|
|
1960
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$321K
|
–
|
–
|
–
|
|
|
1961
|
HCR Wealth Advisors
Los Angeles,
California
|
$319K
|
+$10.5K
|
+107
|
+3%
|
|
|
1962
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$319K
|
+$19.6K
|
+200
|
+7%
|
|
|
1963
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$319K
|
-$19.5K
|
-199
|
-6%
|
|
|
1964
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$318K
|
-$2.06K
|
-21
|
-0.6%
|
|
|
1965
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$318K
|
+$317K
|
+3,242
|
New
|
|
|
1966
|
Center for Financial Planning
Southfied,
Michigan
|
$317K
|
+$294
|
+3
|
+0.1%
|
|
|
1967
|
AllSquare Wealth Management
Albany,
New York
|
$316K
|
–
|
–
|
–
|
|
|
1968
|
Wills Financial Group
Richmond,
Virginia
|
$316K
|
–
|
–
|
–
|
|
|
1969
|
Heritage Investment Group
Pompano Beach,
Florida
|
$315K
|
-$6.66K
|
-68
|
-2%
|
|
|
1970
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$315K
|
+$39.5K
|
+403
|
+14%
|
|
|
1971
|
Invictus Private Wealth
Denver,
Colorado
|
$315K
|
–
|
–
|
–
|
|
|
1972
|
AAF Wealth Management
Westborough,
Massachusetts
|
$314K
|
+$6.66K
|
+68
|
+2%
|
|
|
1973
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$314K
|
–
|
–
|
–
|
|
|
1974
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$313K
|
-$62.4K
|
-637
|
-17%
|
|
|
1975
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$313K
|
+$313K
|
+3,198
|
New
|
|
