|
1951
|
Grantvest Financial Group
Matawan,
New Jersey
|
$3.18M
|
+$28K
|
+42
|
+0.9%
|
|
|
1952
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$3.17M
|
+$2.52M
|
+3,787
|
+455%
|
|
|
1953
|
Thompson Davis & Co
Richmond,
Virginia
|
$3.17M
|
+$231K
|
+346
|
+8%
|
|
|
1954
|
Nova Wealth Management
Bonita Springs,
Florida
|
$3.16M
|
-$18.7K
|
-28
|
-0.6%
|
|
|
1955
|
Portland Global Advisors
Portland,
Maine
|
$3.15M
|
+$20K
|
+30
|
+0.7%
|
|
|
1956
|
Perkins Coie Trust Company
Seattle,
Washington
|
$3.13M
|
–
|
–
|
–
|
|
|
1957
|
WP Advisors
San Francisco,
California
|
$3.12M
|
+$213K
|
+319
|
+8%
|
|
|
1958
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$3.11M
|
+$1.22M
|
+1,837
|
+68%
|
|
|
1959
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$3.11M
|
+$337K
|
+505
|
+13%
|
|
|
1960
|
Alesco Advisors
Pittsford,
New York
|
$3.11M
|
-$159K
|
-239
|
-5%
|
|
|
1961
|
|
$3.11M
|
+$4.67K
|
+7
|
+0.2%
|
|
|
1962
|
Pacific Park Financial
Lagina Hills,
California
|
$3.1M
|
-$121K
|
-181
|
-4%
|
|
|
1963
|
Clarity Wealth Advisors
San Jose,
California
|
$3.08M
|
+$94K
|
+141
|
+3%
|
|
|
1964
|
Harmony Asset Management
Scottsdale,
Arizona
|
$3.07M
|
+$103K
|
+154
|
+4%
|
|
|
1965
|
Gross & Hartman Investments
Leola,
Pennsylvania
|
$3.07M
|
+$2.67K
|
+4
|
+0.1%
|
|
|
1966
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$3.07M
|
-$39.3K
|
-59
|
-1%
|
|
|
1967
|
Core Wealth Partners
Santa Rosa,
California
|
$3.06M
|
+$729K
|
+1,094
|
+33%
|
|
|
1968
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$3.05M
|
-$225K
|
-338
|
-7%
|
|
|
1969
|
Michels Family Financial
Fort Worth,
Texas
|
$3.04M
|
+$9.33K
|
+14
|
+0.3%
|
|
|
1970
|
Capasso Planning Partners
Charleston,
South Carolina
|
$3.04M
|
-$20K
|
-30
|
-0.7%
|
|
|
1971
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$3.04M
|
-$1.46M
|
-2,185
|
-33%
|
|
|
1972
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$3.04M
|
–
|
–
|
–
|
|
|
1973
|
Optimist Retirement Group
Bellevue,
Washington
|
$3.02M
|
+$4.67K
|
+7
|
+0.2%
|
|
|
1974
|
Kieckhefer Group
Mequon,
Wisconsin
|
$3M
|
+$66K
|
+99
|
+2%
|
|
|
1975
|
Panoramic Investment Advisors
Denver,
Colorado
|
$2.99M
|
-$37.3K
|
-56
|
-1%
|
|
