|
1951
|
Zhang Financial
Portage,
Michigan
|
$2.21M
|
+$547K
|
+561
|
+34%
|
|
|
1952
|
GLOBALT Investments
Atlanta,
Georgia
|
$2.21M
|
-$15.6K
|
-16
|
-0.7%
|
|
|
1953
|
MJP Associates
Farmington,
Connecticut
|
$2.2M
|
+$165K
|
+169
|
+8%
|
|
|
1954
|
LVW Advisors
Pittsford,
New York
|
$2.2M
|
+$36.1K
|
+37
|
+2%
|
|
|
1955
|
Next Century Growth Investors
Plymouth,
Minnesota
|
$2.2M
|
-$37K
|
-38
|
-2%
|
|
|
1956
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.2M
|
+$37K
|
+38
|
+2%
|
|
|
1957
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$2.19M
|
–
|
–
|
–
|
|
|
1958
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$2.19M
|
-$100K
|
-103
|
-4%
|
|
|
1959
|
Wealth Group
Raleigh,
North Carolina
|
$2.19M
|
+$347K
|
+356
|
+19%
|
|
|
1960
|
Acorns Advisers
Irvine,
California
|
$2.18M
|
+$112K
|
+115
|
+6%
|
|
|
1961
|
Andrew Hill Investment Advisors
Naples,
Florida
|
$2.18M
|
+$2.13M
|
+2,186
|
New
|
|
|
1962
|
CVA Family Office
Denver,
Colorado
|
$2.17M
|
+$299K
|
+307
|
+16%
|
|
|
1963
|
Nicholson Wealth Management Group
Charlestown,
South Carolina
|
$2.17M
|
-$39K
|
-40
|
-2%
|
|
|
1964
|
Corps Capital Advisors
Southlake,
Texas
|
$2.17M
|
-$2.92K
|
-3
|
-0.1%
|
|
|
1965
|
Silvia McColl Wealth Management
San Diego,
California
|
$2.16M
|
–
|
–
|
–
|
|
|
1966
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$2.15M
|
–
|
–
|
–
|
|
|
1967
|
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
|
$2.15M
|
-$771K
|
-791
|
-27%
|
|
|
1968
|
Oxbow Advisors
Austin,
Texas
|
$2.14M
|
-$36.1K
|
-37
|
-2%
|
|
|
1969
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$2.14M
|
+$279K
|
+286
|
+16%
|
|
|
1970
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$2.14M
|
+$389K
|
+399
|
+23%
|
|
|
1971
|
Bell Asset Management
Melbourne,
Australia
|
$2.13M
|
-$44.8K
|
-46
|
-2%
|
|
|
1972
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$2.13M
|
-$87.7K
|
-90
|
-4%
|
|
|
1973
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$2.13M
|
+$77K
|
+79
|
+4%
|
|
|
1974
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$2.12M
|
+$1.38M
|
+1,412
|
+196%
|
|
|
1975
|
|
$2.12M
|
+$338K
|
+347
|
+19%
|
|
