|
1951
|
Wealth Architects
Mountain View,
California
|
$2.04M
|
-$107K
|
-967
|
-5%
|
|
|
1952
|
Te Ahumairangi Investment Management
Wellington,
New Zealand
|
$2.04M
|
-$476K
|
-4,300
|
-20%
|
|
|
1953
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$2.03M
|
-$70.1K
|
-634
|
-4%
|
|
|
1954
|
Monument Capital Management
Alexandria,
Virginia
|
$2.03M
|
-$189K
|
-1,706
|
-9%
|
|
|
1955
|
Elevatus Welath Management
Victor,
New York
|
$2.03M
|
-$217K
|
-1,966
|
-10%
|
|
|
1956
|
Corundum Group
Colorado Springs,
Colorado
|
$2.02M
|
-$878K
|
-7,940
|
-32%
|
|
|
1957
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.02M
|
+$271K
|
+2,449
|
+17%
|
|
|
1958
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$2.02M
|
-$9.07K
|
-82
|
-0.5%
|
|
|
1959
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.02M
|
-$885
|
-8
|
-0%
|
|
|
1960
|
American Investment Services
Great Barrington,
Massachusetts
|
$2.02M
|
-$55.8K
|
-505
|
-3%
|
|
|
1961
|
Delta Investment Management
San Francisco,
California
|
$2.01M
|
+$459K
|
+4,149
|
+32%
|
|
|
1962
|
Atwood & Palmer
Kansas City,
Missouri
|
$2.01M
|
-$22.1K
|
-200
|
-1%
|
|
|
1963
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$2.01M
|
–
|
–
|
–
|
|
|
1964
|
Optima Capital
Beaverton,
Oregon
|
$2.01M
|
-$32.2K
|
-291
|
-2%
|
|
|
1965
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$2.01M
|
+$323K
|
+2,918
|
+21%
|
|
|
1966
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2M
|
+$348K
|
+3,148
|
+23%
|
|
|
1967
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$2M
|
+$11.1K
|
+100
|
+0.6%
|
|
|
1968
|
Stiles Financial Services
Edina,
Minnesota
|
$2M
|
+$67.5K
|
+610
|
+4%
|
|
|
1969
|
Altman Advisors
Chicago,
Illinois
|
$2M
|
+$24.9K
|
+225
|
+1%
|
|
|
1970
|
Waddell & Associates
Memphis,
Tennessee
|
$2M
|
-$15.7K
|
-142
|
-0.8%
|
|
|
1971
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$1.99M
|
-$25.7K
|
-232
|
-1%
|
|
|
1972
|
Financial Engines Advisors
Santa Clara,
California
|
$1.99M
|
+$203K
|
+1,839
|
+12%
|
|
|
1973
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.99M
|
-$24.1K
|
-218
|
-1%
|
|
|
1974
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$1.99M
|
-$5.75K
|
-52
|
-0.3%
|
|
|
1975
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$1.99M
|
+$82.5K
|
+746
|
+4%
|
|
