|
1951
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$4.91M
|
+$10.8K
|
+16
|
+0.2%
|
|
|
1952
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$4.91M
|
+$72.3K
|
+107
|
+2%
|
|
|
1953
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$4.9M
|
-$5.85M
|
-8,656
|
-55%
|
|
|
1954
|
Wealth Watch Advisors
Englewood,
Colorado
|
$4.9M
|
+$500K
|
+740
|
+11%
|
|
|
1955
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$4.89M
|
-$282K
|
-417
|
-5%
|
|
|
1956
|
Eagle Global Advisors
Houston,
Texas
|
$4.89M
|
+$465K
|
+688
|
+11%
|
|
|
1957
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$4.89M
|
+$4.84M
|
+7,167
|
New
|
|
|
1958
|
Generation Capital Management
Pittsford,
New York
|
$4.88M
|
+$309K
|
+457
|
+7%
|
|
|
1959
|
|
$4.87M
|
-$158K
|
-234
|
-3%
|
|
|
1960
|
Winch Advisory Services
Appleton,
Wisconsin
|
$4.87M
|
+$11.5K
|
+17
|
+0.2%
|
|
|
1961
|
Windsor Capital Management
Phoenix,
Arizona
|
$4.87M
|
-$620K
|
-918
|
-11%
|
|
|
1962
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$4.86M
|
–
|
–
|
–
|
|
|
1963
|
CCG Wealth Management
San Diego,
California
|
$4.86M
|
+$1.5M
|
+2,215
|
+45%
|
|
|
1964
|
Iconiq Capital
San Francisco,
California
|
$4.86M
|
–
|
–
|
–
|
|
|
1965
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$4.86M
|
+$4.81M
|
+7,122
|
New
|
|
|
1966
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$4.85M
|
+$502K
|
+743
|
+12%
|
|
|
1967
|
Financial Perspectives
Minneapolis,
Minnesota
|
$4.85M
|
+$37.9K
|
+56
|
+0.8%
|
|
|
1968
|
Abacus Planning Group
Columbia,
South Carolina
|
$4.84M
|
-$19.6K
|
-29
|
-0.4%
|
|
|
1969
|
Liberty Wealth Management
Oakland,
California
|
$4.82M
|
+$41.9K
|
+62
|
+0.9%
|
|
|
1970
|
Clear Point Advisors
Melville,
New York
|
$4.82M
|
+$157K
|
+233
|
+3%
|
|
|
1971
|
Alpha Capital Management
Austin,
Texas
|
$4.81M
|
-$730K
|
-1,080
|
-13%
|
|
|
1972
|
Boston Research & Management
Manchester,
Massachusetts
|
$4.8M
|
–
|
–
|
–
|
|
|
1973
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$4.79M
|
+$11.5K
|
+17
|
+0.2%
|
|
|
1974
|
Austin Asset Management
Austin,
Texas
|
$4.78M
|
+$70.3K
|
+104
|
+2%
|
|
|
1975
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$4.78M
|
-$20.3K
|
-30
|
-0.4%
|
|
