|
1951
|
Peak Planning Group
Centennial,
Colorado
|
$774K
|
+$21.1K
|
+399
|
+3%
|
|
|
1952
|
Renaissance Group
Covington,
Kentucky
|
$773K
|
-$209K
|
-3,948
|
-21%
|
|
|
1953
|
Members Trust
Tampa,
Florida
|
$773K
|
-$175K
|
-3,300
|
-18%
|
|
|
1954
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$769K
|
-$70.6K
|
-1,335
|
-8%
|
|
|
1955
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$769K
|
-$59K
|
-1,116
|
-7%
|
|
|
1956
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$767K
|
-$67.6K
|
-1,278
|
-8%
|
|
|
1957
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$766K
|
-$19.8K
|
-375
|
-3%
|
|
|
1958
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$766K
|
+$61.4K
|
+1,161
|
+9%
|
|
|
1959
|
Cardiff Park Advisors
Carlsbad,
California
|
$765K
|
–
|
–
|
–
|
|
|
1960
|
Glassman Wealth Services
Vienna,
Virginia
|
$764K
|
+$53K
|
+1,002
|
+7%
|
|
|
1961
|
|
$763K
|
-$98.9K
|
-1,869
|
-11%
|
|
|
1962
|
Cladis Investment Advisory
Billings,
Montana
|
$763K
|
+$75.4K
|
+1,425
|
+11%
|
|
|
1963
|
Congress Wealth Management
Boston,
Massachusetts
|
$762K
|
+$344K
|
+6,492
|
+81%
|
|
|
1964
|
Perennial Investment Advisors
Los Angeles,
California
|
$760K
|
-$24.6K
|
-465
|
-3%
|
|
|
1965
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$757K
|
-$5.87K
|
-111
|
-0.8%
|
|
|
1966
|
Richard W. Paul & Associates
Novi,
Michigan
|
$756K
|
-$5.08K
|
-96
|
-0.7%
|
|
|
1967
|
Mainsail Financial Group
Bellevue,
Washington
|
$756K
|
+$60.2K
|
+1,137
|
+9%
|
|
|
1968
|
ASB Consultores
Aventura,
Florida
|
$754K
|
-$198K
|
-3,750
|
-21%
|
|
|
1969
|
Crumly & Associates
Springfield,
Illinois
|
$754K
|
+$26.7K
|
+504
|
+4%
|
|
|
1970
|
Entropy Technologies
New York
|
$753K
|
+$758K
|
+14,322
|
New
|
|
|
1971
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$751K
|
+$44K
|
+831
|
+6%
|
|
|
1972
|
Gleason Group
Prospect,
Kentucky
|
$748K
|
–
|
–
|
–
|
|
|
1973
|
Sivia Capital Partners
Mill Valley,
California
|
$747K
|
+$753K
|
+14,226
|
New
|
|
|
1974
|
Augustine Asset Management
Jacksonville,
Florida
|
$747K
|
-$81K
|
-1,530
|
-10%
|
|
|
1975
|
Fulcrum Equity Management
Plano,
Texas
|
$746K
|
+$32.9K
|
+621
|
+5%
|
|
