|
1951
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$2.92M
|
+$1.06M
|
+2,133
|
+62%
|
|
|
1952
|
Williams & Novak
Westlake Village,
California
|
$2.91M
|
–
|
–
|
–
|
|
|
1953
|
Acropolis Investment Management
St. Louis,
Missouri
|
$2.91M
|
-$132K
|
-265
|
-5%
|
|
|
1954
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.9M
|
+$890K
|
+1,788
|
+47%
|
|
|
1955
|
City Holding Co
Charleston,
West Virginia
|
$2.9M
|
+$3.48K
|
+7
|
+0.1%
|
|
|
1956
|
Sittner & Nelson
Eugene,
Oregon
|
$2.9M
|
–
|
–
|
–
|
|
|
1957
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$2.89M
|
-$109K
|
-218
|
-4%
|
|
|
1958
|
Mairs & Power Inc
St Paul,
Minnesota
|
$2.89M
|
-$7.46M
|
-14,987
|
-73%
|
|
|
1959
|
Warner Financial
Bethesda,
Maryland
|
$2.89M
|
-$570K
|
-1,144
|
-17%
|
|
|
1960
|
Rede Wealth
Charlottesville,
Virginia
|
$2.88M
|
+$237K
|
+477
|
+9%
|
|
|
1961
|
WNY Asset Management
Williamsville,
New York
|
$2.88M
|
-$9.96K
|
-20
|
-0.4%
|
|
|
1962
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$2.88M
|
-$1.11M
|
-2,233
|
-29%
|
|
|
1963
|
TrinityPoint Wealth
Milford,
Connecticut
|
$2.88M
|
-$128K
|
-258
|
-4%
|
|
|
1964
|
L.J. Altfest & Co
New York
|
$2.88M
|
+$795K
|
+1,597
|
+41%
|
|
|
1965
|
Midland Wealth Advisors
Effingham,
Illinois
|
$2.87M
|
+$303K
|
+609
|
+12%
|
|
|
1966
|
Verum Partners
Charlotte,
North Carolina
|
$2.87M
|
+$4.48K
|
+9
|
+0.2%
|
|
|
1967
|
Wealth Management Partners
Tucson,
Arizona
|
$2.87M
|
-$57.3K
|
-115
|
-2%
|
|
|
1968
|
Impact Partnership Wealth
Marietta,
Georgia
|
$2.87M
|
-$92.1K
|
-185
|
-3%
|
|
|
1969
|
Fulcrum Equity Management
Plano,
Texas
|
$2.86M
|
-$13.9M
|
-27,877
|
-84%
|
|
|
1970
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$2.86M
|
+$1.11M
|
+2,238
|
+69%
|
|
|
1971
|
Affiance Financial
St. Louis Park,
Minnesota
|
$2.86M
|
+$25.4K
|
+51
|
+0.9%
|
|
|
1972
|
Spirepoint Private Client
Vero Beach,
Florida
|
$2.86M
|
+$2.72M
|
+5,464
|
New
|
|
|
1973
|
Holderness Investments Company
Greensboro,
North Carolina
|
$2.85M
|
+$279K
|
+561
|
+11%
|
|
|
1974
|
Executive Wealth Management
Brighton,
Michigan
|
$2.85M
|
+$30.4K
|
+61
|
+1%
|
|
|
1975
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.84M
|
–
|
–
|
–
|
|
