|
1951
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$513K
|
+$1.46K
|
+50
|
+0.3%
|
|
|
1952
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$513K
|
+$443K
|
+15,227
|
New
|
|
|
1953
|
Nilsine Partners
Greenwood Village,
Colorado
|
$513K
|
+$48.7K
|
+1,671
|
+12%
|
|
|
1954
|
Richard W. Paul & Associates
Novi,
Michigan
|
$512K
|
-$200K
|
-6,857
|
-31%
|
|
|
1955
|
Foster & Motley
Cincinnati,
Ohio
|
$512K
|
-$298K
|
-10,246
|
-40%
|
|
|
1956
|
|
$512K
|
+$34.7K
|
+1,192
|
+9%
|
|
|
1957
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$511K
|
+$52.9K
|
+1,818
|
+14%
|
|
|
1958
|
WealthShield Partners
Cary,
North Carolina
|
$511K
|
+$44.5K
|
+1,530
|
+11%
|
|
|
1959
|
Autumn Glory Partners
Dallas,
Texas
|
$507K
|
–
|
–
|
–
|
|
|
1960
|
Spinnaker Trust
Portland,
Maine
|
$506K
|
–
|
–
|
–
|
|
|
1961
|
Altiora Financial Group
Lebanon,
Ohio
|
$505K
|
+$437K
|
+15,010
|
New
|
|
|
1962
|
Cavalier Investments
Alpharetta,
Georgia
|
$504K
|
+$10.5K
|
+360
|
+2%
|
|
|
1963
|
Financial Management Network
Mission Viejo,
California
|
$504K
|
+$903
|
+31
|
+0.2%
|
|
|
1964
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$503K
|
+$25.3K
|
+870
|
+6%
|
|
|
1965
|
Venturi Wealth Management
Austin,
Texas
|
$502K
|
-$279K
|
-9,588
|
-39%
|
|
|
1966
|
Addison Capital
Conshohocken,
Pennsylvania
|
$501K
|
-$38.5K
|
-1,323
|
-8%
|
|
|
1967
|
Strategic Blueprint
Atlanta,
Georgia
|
$501K
|
-$4.83K
|
-166
|
-1%
|
|
|
1968
|
Saiph Capital
Wyckoff,
New Jersey
|
$501K
|
+$38.2K
|
+1,311
|
+1%
|
|
|
1969
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$500K
|
-$11.2M
|
-386,144
|
-96%
|
|
|
1970
|
Raleigh Capital Management
Cary,
North Carolina
|
$500K
|
-$219K
|
-7,514
|
-34%
|
|
|
1971
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$498K
|
+$18.2K
|
+624
|
+4%
|
|
|
1972
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$496K
|
-$3.26K
|
-112
|
-0.8%
|
|
|
1973
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$495K
|
+$99K
|
+3,401
|
+30%
|
|
|
1974
|
Aviance Capital Partners
Naples,
Florida
|
$495K
|
+$6.99K
|
+240
|
+2%
|
|
|
1975
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$492K
|
+$425K
|
+14,604
|
New
|
|
