|
1951
|
Beaumont Asset Management
Beaumont,
Texas
|
$354K
|
+$6.8K
|
+67
|
+2%
|
|
|
1952
|
FAS Wealth Partners
Leawood,
Kansas
|
$353K
|
+$507
|
+5
|
+0.2%
|
|
|
1953
|
Ridgewood Investments
Springfield,
New Jersey
|
$353K
|
+$9.94K
|
+98
|
+3%
|
|
|
1954
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$353K
|
+$30.6K
|
+302
|
+10%
|
|
|
1955
|
Hohimer Wealth Management
Seattle,
Washington
|
$352K
|
+$12.3K
|
+121
|
+4%
|
|
|
1956
|
Summit Trail Advisors
New York
|
$352K
|
+$318K
|
+3,134
|
New
|
|
|
1957
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$350K
|
-$18K
|
-177
|
-5%
|
|
|
1958
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$350K
|
+$326K
|
+3,216
|
New
|
|
|
1959
|
Old North State Trust
Greensboro,
North Carolina
|
$342K
|
-$10.1K
|
-100
|
-3%
|
|
|
1960
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$342K
|
–
|
–
|
–
|
|
|
1961
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$342K
|
+$47.5K
|
+468
|
+18%
|
|
|
1962
|
Rational Advisors
Huntington,
New York
|
$340K
|
-$1.39M
|
-13,676
|
-81%
|
|
|
1963
|
Adirondack Research & Management
Guilderland,
New York
|
$340K
|
–
|
–
|
–
|
|
|
1964
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$339K
|
-$2.93M
|
-28,862
|
-90%
|
|
|
1965
|
Ballast Advisors
Woodbury,
Minnesota
|
$339K
|
–
|
–
|
–
|
|
|
1966
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$339K
|
+$1.93K
|
+19
|
+0.6%
|
|
|
1967
|
Abacus Planning Group
Columbia,
South Carolina
|
$339K
|
+$6.09K
|
+60
|
+2%
|
|
|
1968
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$339K
|
+$316K
|
+3,117
|
New
|
|
|
1969
|
Verus Financial Partners
Richmond,
Virginia
|
$339K
|
+$316K
|
+3,118
|
New
|
|
|
1970
|
Exane Derivatives
Paris,
France
|
$338K
|
-$4.67K
|
-46
|
-1%
|
|
|
1971
|
Cottage Street Advisors
Marion,
Massachusetts
|
$337K
|
–
|
–
|
–
|
|
|
1972
|
Spirit of America Management Corp
Syosset,
New York
|
$337K
|
–
|
–
|
–
|
|
|
1973
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$337K
|
+$13.9K
|
+137
|
+5%
|
|
|
1974
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$336K
|
+$54.5K
|
+537
|
+21%
|
|
|
1975
|
Private Wealth Advisors (California)
Fresno,
California
|
$335K
|
+$710
|
+7
|
+0.2%
|
|
