|
1951
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$262K
|
-$14.8K
|
-65
|
-5%
|
|
|
1952
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$262K
|
-$2.28K
|
-10
|
-0.8%
|
|
|
1953
|
Corsicana & Co
Corsicana,
Texas
|
$262K
|
+$49K
|
+215
|
+16%
|
|
|
1954
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$261K
|
+$12.1K
|
+53
|
+4%
|
|
|
1955
|
Bollard Group
Boston,
Massachusetts
|
$261K
|
–
|
–
|
–
|
|
|
1956
|
Lesa Sroufe & Co
Seattle,
Washington
|
$261K
|
–
|
–
|
–
|
|
|
1957
|
Schulhoff & Co
Cincinnati,
Ohio
|
$261K
|
–
|
–
|
–
|
|
|
1958
|
VisionPoint Advisory Group
Dallas,
Texas
|
$260K
|
-$7.29K
|
-32
|
-2%
|
|
|
1959
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$260K
|
+$298K
|
+1,308
|
New
|
|
|
1960
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$260K
|
+$40.5K
|
+178
|
+16%
|
|
|
1961
|
Wolff Wiese Magana
Carslbad,
California
|
$260K
|
+$239K
|
+1,051
|
+411%
|
|
|
1962
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$260K
|
+$11.4K
|
+50
|
+4%
|
|
|
1963
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
$260K
|
+$65.8K
|
+289
|
+28%
|
|
|
1964
|
Cambient Family Office
Ada,
Michigan
|
$260K
|
+$48.7K
|
+214
|
+20%
|
|
|
1965
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$259K
|
+$45.5K
|
+200
|
+18%
|
|
|
1966
|
RMR Wealth Builders
Montclair,
New Jersey
|
$259K
|
+$2.5K
|
+11
|
+0.9%
|
|
|
1967
|
Saxon Interests
Houston,
Texas
|
$259K
|
+$1.14K
|
+5
|
+0.4%
|
|
|
1968
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$258K
|
-$4.06M
|
-17,826
|
-93%
|
|
|
1969
|
Balentine LLC
Atlanta,
Georgia
|
$258K
|
-$2.05K
|
-9
|
-0.7%
|
|
|
1970
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$258K
|
+$35.3K
|
+155
|
+14%
|
|
|
1971
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$257K
|
-$2.73K
|
-12
|
-0.9%
|
|
|
1972
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$257K
|
+$68.3K
|
+300
|
+30%
|
|
|
1973
|
DeDora Capital
Napa,
California
|
$257K
|
+$1.37K
|
+6
|
+0.5%
|
|
|
1974
|
Argent Advisors
Monroe,
Louisiana
|
$257K
|
-$13.2K
|
-58
|
-4%
|
|
|
1975
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$256K
|
-$3.87K
|
-17
|
-1%
|
|
