|
1951
|
Lockerman Financial Group
Newport Beach,
California
|
$249K
|
-$2.85K
|
-56
|
-1%
|
|
|
1952
|
INVST
Indianapolis,
Indiana
|
$248K
|
-$225K
|
-4,433
|
-49%
|
|
|
1953
|
Focused Wealth Management
Newburgh,
New York
|
$246K
|
+$21.7K
|
+427
|
New
|
|
|
1954
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$245K
|
-$3K
|
-59
|
-1%
|
|
|
1955
|
Kingdom Financial Group
Peoria,
Arizona
|
$245K
|
-$13.3K
|
-261
|
-5%
|
|
|
1956
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$245K
|
–
|
–
|
–
|
|
|
1957
|
Mason Investment Advisory Services
Reston,
Virginia
|
$245K
|
+$610
|
+12
|
+0.3%
|
|
|
1958
|
National Wealth Management Group
Cincinnati,
Ohio
|
$244K
|
–
|
–
|
–
|
|
|
1959
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$244K
|
+$235K
|
+4,612
|
New
|
|
|
1960
|
Treynor Bancshares
Treynor,
Iowa
|
$242K
|
-$203K
|
-3,986
|
-46%
|
|
|
1961
|
Investmark Advisory Group
Shelton,
Connecticut
|
$241K
|
+$305
|
+6
|
+0.1%
|
|
|
1962
|
Copperwynd Financial
Scottsdale,
Arizona
|
$241K
|
+$661
|
+13
|
+0.3%
|
|
|
1963
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$239K
|
+$7.42K
|
+146
|
+3%
|
|
|
1964
|
Rovin Capital
Mesa,
Arizona
|
$239K
|
-$814
|
-16
|
-0.4%
|
|
|
1965
|
Chicago Capital
Chicago,
Illinois
|
$238K
|
+$229K
|
+4,507
|
New
|
|
|
1966
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$238K
|
-$559
|
-11
|
-0.2%
|
|
|
1967
|
Wallace Capital Management
Dallas,
Texas
|
$238K
|
–
|
–
|
–
|
|
|
1968
|
Signify Wealth
Saint Louis,
Missouri
|
$237K
|
-$42.8K
|
-841
|
-16%
|
|
|
1969
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$237K
|
–
|
–
|
–
|
|
|
1970
|
SkyOak Wealth
Southfield,
Michigan
|
$237K
|
–
|
–
|
–
|
|
|
1971
|
Foster & Motley
Cincinnati,
Ohio
|
$236K
|
-$54K
|
-1,061
|
-19%
|
|
|
1972
|
Members Trust
Tampa,
Florida
|
$235K
|
–
|
–
|
–
|
|
|
1973
|
VisionPoint Advisory Group
Dallas,
Texas
|
$235K
|
+$18.9K
|
+371
|
+9%
|
|
|
1974
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$235K
|
+$1.42K
|
+28
|
+0.6%
|
|
|
1975
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$233K
|
-$212K
|
-4,163
|
-49%
|
|
