|
1951
|
Advance Capital Management
Southfield,
Michigan
|
$3.21M
|
-$161K
|
-242
|
-5%
|
|
|
1952
|
SkyOak Wealth
Southfield,
Michigan
|
$3.21M
|
+$14.7K
|
+22
|
+0.5%
|
|
|
1953
|
Integrity Financial
Cheyenne,
Wyoming
|
$3.21M
|
+$136K
|
+204
|
+5%
|
|
|
1954
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$3.21M
|
+$590K
|
+885
|
+23%
|
|
|
1955
|
Private Wealth Group
Tampa,
Florida
|
$3.2M
|
+$604K
|
+906
|
+24%
|
|
|
1956
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$3.19M
|
+$151K
|
+227
|
+5%
|
|
|
1957
|
Trueblood Wealth Management
Lima,
Ohio
|
$3.18M
|
+$197K
|
+295
|
+7%
|
|
|
1958
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$3.18M
|
+$137K
|
+205
|
+5%
|
|
|
1959
|
MYeCFO
La Jolla,
California
|
$3.18M
|
+$10K
|
+15
|
+0.3%
|
|
|
1960
|
Tumwater Wealth Management
Boise,
Idaho
|
$3.18M
|
+$32K
|
+48
|
+1%
|
|
|
1961
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.18M
|
+$1.3M
|
+1,948
|
+73%
|
|
|
1962
|
S&T Bank
Indiana,
Pennsylvania
|
$3.18M
|
+$2.59M
|
+3,890
|
+93%
|
|
|
1963
|
Grantvest Financial Group
Matawan,
New Jersey
|
$3.18M
|
+$28K
|
+42
|
+0.9%
|
|
|
1964
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$3.17M
|
+$2.52M
|
+3,787
|
+455%
|
|
|
1965
|
Thompson Davis & Co
Richmond,
Virginia
|
$3.17M
|
+$231K
|
+346
|
+8%
|
|
|
1966
|
Nova Wealth Management
Bonita Springs,
Florida
|
$3.16M
|
-$18.7K
|
-28
|
-0.6%
|
|
|
1967
|
Portland Global Advisors
Portland,
Maine
|
$3.15M
|
+$20K
|
+30
|
+0.7%
|
|
|
1968
|
Perkins Coie Trust Company
Seattle,
Washington
|
$3.13M
|
–
|
–
|
–
|
|
|
1969
|
WP Advisors
San Francisco,
California
|
$3.12M
|
+$213K
|
+319
|
+8%
|
|
|
1970
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$3.11M
|
+$1.22M
|
+1,837
|
+68%
|
|
|
1971
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$3.11M
|
+$337K
|
+505
|
+13%
|
|
|
1972
|
Alesco Advisors
Pittsford,
New York
|
$3.11M
|
-$159K
|
-239
|
-5%
|
|
|
1973
|
|
$3.11M
|
+$4.67K
|
+7
|
+0.2%
|
|
|
1974
|
Pacific Park Financial
Lagina Hills,
California
|
$3.1M
|
-$121K
|
-181
|
-4%
|
|
|
1975
|
Clarity Wealth Advisors
San Jose,
California
|
$3.08M
|
+$94K
|
+141
|
+3%
|
|
