|
1951
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$379K
|
–
|
–
|
–
|
|
|
1952
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$379K
|
-$34.5K
|
-682
|
-8%
|
|
|
1953
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$378K
|
-$2.08K
|
-41
|
-0.5%
|
|
|
1954
|
Watchman Group
Plano,
Texas
|
$377K
|
–
|
–
|
–
|
|
|
1955
|
Able Wealth Management
Toms River,
New Jersey
|
$375K
|
-$67K
|
-1,324
|
-15%
|
|
|
1956
|
Apexium Financial
Dallas,
Texas
|
$373K
|
+$48.6K
|
+960
|
+15%
|
|
|
1957
|
Klingenstein Fields & Co
New York
|
$373K
|
–
|
–
|
–
|
|
|
1958
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$372K
|
-$26.5K
|
-524
|
-7%
|
|
|
1959
|
Sharper & Granite
El Segundo,
California
|
$371K
|
+$41.7K
|
+825
|
+13%
|
|
|
1960
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$371K
|
+$369K
|
+7,296
|
New
|
|
|
1961
|
Fiduciary Planning
Englewood,
Florida
|
$368K
|
-$20.8K
|
-412
|
-5%
|
|
|
1962
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$367K
|
+$2.58K
|
+51
|
+0.7%
|
|
|
1963
|
Penobscot Investment Management
Boston,
Massachusetts
|
$367K
|
-$8.1K
|
-160
|
-2%
|
|
|
1964
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$367K
|
–
|
–
|
–
|
|
|
1965
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$366K
|
+$8.2K
|
+162
|
+2%
|
|
|
1966
|
Planning Directions
Glen Mills,
Pennsylvania
|
$366K
|
+$364K
|
+7,195
|
New
|
|
|
1967
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$365K
|
+$23.2K
|
+459
|
+7%
|
|
|
1968
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$365K
|
-$1.83M
|
-36,105
|
-83%
|
|
|
1969
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$365K
|
–
|
–
|
–
|
|
|
1970
|
Sunpointe
St. Louis,
Missouri
|
$364K
|
-$56.4K
|
-1,115
|
-13%
|
|
|
1971
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$363K
|
+$31.6K
|
+625
|
+10%
|
|
|
1972
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$362K
|
-$63.2K
|
-1,248
|
-15%
|
|
|
1973
|
Heritage Wealth Management (California)
San Diego,
California
|
$362K
|
+$47.6K
|
+941
|
+15%
|
|
|
1974
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$360K
|
–
|
–
|
–
|
|
|
1975
|
Detalus Advisors
St. Louis,
Missouri
|
$360K
|
+$26.9K
|
+531
|
+8%
|
|
