|
1951
|
Creekside Partners
Petaluma,
California
|
$828K
|
+$796K
|
+1,655
|
New
|
|
|
1952
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$824K
|
-$64.5K
|
-134
|
-7%
|
|
|
1953
|
Integrity Financial
Cheyenne,
Wyoming
|
$823K
|
+$417K
|
+867
|
+111%
|
|
|
1954
|
Boston Financial Management
Boston,
Massachusetts
|
$822K
|
-$30.3K
|
-63
|
-4%
|
|
|
1955
|
Alterna Wealth Management
Houston,
Texas
|
$822K
|
-$692K
|
-1,438
|
-47%
|
|
|
1956
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$820K
|
-$56.8K
|
-118
|
-7%
|
|
|
1957
|
Hudson Value Partners
Palm Beach,
Florida
|
$819K
|
-$11.1K
|
-23
|
-1%
|
|
|
1958
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$818K
|
+$26K
|
+54
|
+3%
|
|
|
1959
|
Penn Davis McFarland
Dallas,
Texas
|
$818K
|
-$60.1K
|
-125
|
-7%
|
|
|
1960
|
GFG Capital
Miami,
Florida
|
$816K
|
-$315K
|
-654
|
-29%
|
|
|
1961
|
Madrona Financial Services
Everett,
Washington
|
$814K
|
-$27.4K
|
-57
|
-3%
|
|
|
1962
|
WealthBridge Capital Management
Westerville,
Ohio
|
$813K
|
+$145K
|
+302
|
+23%
|
|
|
1963
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$813K
|
+$48.1K
|
+100
|
+7%
|
|
|
1964
|
First Nebraska Trust
Lincoln,
Nebraska
|
$812K
|
+$781K
|
+1,624
|
New
|
|
|
1965
|
Lakewood Asset Management
Naperville,
Illinois
|
$811K
|
-$33.7K
|
-70
|
-4%
|
|
|
1966
|
Strong Tower Advisory Services
Minneapolis,
Minnesota
|
$811K
|
+$190K
|
+394
|
+32%
|
|
|
1967
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$811K
|
-$34.6K
|
-72
|
-4%
|
|
|
1968
|
Bourgeon Capital Management
Darien,
Connecticut
|
$810K
|
+$65K
|
+135
|
+9%
|
|
|
1969
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$804K
|
+$59.2K
|
+123
|
+8%
|
|
|
1970
|
TLWM Financial
San Antonio,
Texas
|
$802K
|
+$113K
|
+234
|
+17%
|
|
|
1971
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$801K
|
+$41.9K
|
+87
|
+6%
|
|
|
1972
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$799K
|
-$7.22K
|
-15
|
-0.9%
|
|
|
1973
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$799K
|
+$251K
|
+522
|
+51%
|
|
|
1974
|
Nemes Rush Group
Novi,
Michigan
|
$797K
|
+$394K
|
+818
|
+105%
|
|
|
1975
|
City State Bank
Norwalk,
Iowa
|
$796K
|
+$39.5K
|
+82
|
+5%
|
|
