|
1951
|
Elevation Wealth Partners
Santa Rosa,
California
|
$3.95M
|
-$332K
|
-581
|
-8%
|
|
|
1952
|
RFP Financial Group
Atlanta,
Georgia
|
$3.94M
|
+$2.72M
|
+4,757
|
+292%
|
|
|
1953
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$3.94M
|
-$500K
|
-875
|
-12%
|
|
|
1954
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$3.93M
|
+$129K
|
+226
|
+4%
|
|
|
1955
|
First Interstate Bank
Billings,
Montana
|
$3.92M
|
+$401K
|
+702
|
+12%
|
|
|
1956
|
First United Bank & Trust
Oakland,
Maryland
|
$3.92M
|
-$89.2K
|
-156
|
-2%
|
|
|
1957
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$3.91M
|
+$1.34M
|
+2,349
|
+60%
|
|
|
1958
|
Boston Trust Walden
Boston,
Massachusetts
|
$3.9M
|
+$282K
|
+493
|
+8%
|
|
|
1959
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$3.9M
|
-$29.2K
|
-51
|
-0.8%
|
|
|
1960
|
Holistic Planning
Nacogdoches,
Texas
|
$3.9M
|
-$505K
|
-883
|
-12%
|
|
|
1961
|
Stephenson & Company
San Clemente,
California
|
$3.9M
|
+$1.72K
|
+3
|
+0%
|
|
|
1962
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$3.9M
|
-$17.1K
|
-30
|
-0.5%
|
|
|
1963
|
Abacus Planning Group
Columbia,
South Carolina
|
$3.89M
|
-$52.6K
|
-92
|
-1%
|
|
|
1964
|
Farmers National Bank
Danville,
Kentucky
|
$3.89M
|
-$41.2K
|
-72
|
-1%
|
|
|
1965
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$3.89M
|
-$2.29K
|
-4
|
-0.1%
|
|
|
1966
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$3.88M
|
-$517K
|
-905
|
-13%
|
|
|
1967
|
Colonial Trust
Spartanburg,
South Carolina
|
$3.87M
|
+$23.4K
|
+41
|
+0.7%
|
|
|
1968
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$3.86M
|
+$1.76M
|
+3,076
|
+97%
|
|
|
1969
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$3.86M
|
–
|
–
|
–
|
|
|
1970
|
Opal Wealth Advisors
Jericho,
New York
|
$3.86M
|
-$179K
|
-314
|
-5%
|
|
|
1971
|
BCM Advisors
Lafayette,
Louisiana
|
$3.85M
|
–
|
–
|
–
|
|
|
1972
|
OFC Financial Planning
Short Hills,
New Jersey
|
$3.85M
|
-$10.9K
|
-19
|
-0.3%
|
|
|
1973
|
Affiance Financial
St. Louis Park,
Minnesota
|
$3.85M
|
+$14.3K
|
+25
|
+0.4%
|
|
|
1974
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$3.84M
|
+$14.3K
|
+25
|
+0.4%
|
|
|
1975
|
LOM Asset Management
Hamilton,
|
$3.84M
|
+$3.55M
|
+6,207
|
New
|
|
