|
1951
|
Fort Point Capital Partners
San Francisco,
California
|
$849K
|
-$42.6K
|
-115
|
-5%
|
|
|
1952
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$848K
|
+$6.67K
|
+18
|
+0.9%
|
|
|
1953
|
McLean Asset Management
Tysons,
Virginia
|
$846K
|
+$33.4K
|
+90
|
+5%
|
|
|
1954
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$844K
|
-$10.7K
|
-29
|
-1%
|
|
|
1955
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$842K
|
+$751K
|
+2,026
|
New
|
|
|
1956
|
Ballast Advisors
Woodbury,
Minnesota
|
$841K
|
+$337K
|
+910
|
+82%
|
|
|
1957
|
Klingman & Associates
New York
|
$840K
|
+$57.5K
|
+155
|
+8%
|
|
|
1958
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$840K
|
-$26.7K
|
-72
|
-3%
|
|
|
1959
|
Forty-three Eighteen Advisors
Bentonville,
Arkansas
|
$839K
|
+$748K
|
+2,019
|
New
|
|
|
1960
|
Bigelow Investment Advisors
Portland,
Maine
|
$836K
|
-$19.6K
|
-53
|
-3%
|
|
|
1961
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$834K
|
+$61.9K
|
+167
|
+9%
|
|
|
1962
|
Dorato Capital Management
Denver,
Colorado
|
$834K
|
–
|
–
|
–
|
|
|
1963
|
Aspire Growth Partners
Miromar Lakes,
Florida
|
$831K
|
+$152K
|
+409
|
+26%
|
|
|
1964
|
Fox Run Management
Greenwich,
Connecticut
|
$831K
|
+$741K
|
+1,999
|
New
|
|
|
1965
|
XXI Wealth LLC
Chicago,
Illinois
|
$830K
|
+$245K
|
+662
|
+50%
|
|
|
1966
|
Corsicana & Co
Corsicana,
Texas
|
$830K
|
+$731K
|
+1,973
|
+8,578%
|
|
|
1967
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$829K
|
-$199K
|
-536
|
-21%
|
|
|
1968
|
Bingham Private Wealth
San Francisco,
California
|
$826K
|
+$153K
|
+414
|
+26%
|
|
|
1969
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$825K
|
+$41.5K
|
+112
|
+6%
|
|
|
1970
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$825K
|
–
|
–
|
–
|
|
|
1971
|
Formidable Asset Management
Cincinnati,
Ohio
|
$824K
|
-$348K
|
-940
|
-24%
|
|
|
1972
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$823K
|
-$587K
|
-1,583
|
-44%
|
|
|
1973
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$821K
|
+$195K
|
+526
|
+36%
|
|
|
1974
|
Lauer Wealth
Valparaiso,
Indiana
|
$819K
|
-$25.2K
|
-68
|
-3%
|
|
|
1975
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$819K
|
-$112K
|
-301
|
-13%
|
|
