|
1951
|
Regal Partners
Sydney, NSW,
Australia
|
$1.19M
|
-$2.87M
|
-19,296
|
-70%
|
|
|
1952
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$1.19M
|
+$29.8K
|
+200
|
+3%
|
|
|
1953
|
United Bank (Georgia)
Zebulon,
Georgia
|
$1.19M
|
+$93.6K
|
+629
|
+8%
|
|
|
1954
|
Rice Partnership
Honolulu,
Hawaii
|
$1.19M
|
-$1.04K
|
-7
|
-0.1%
|
|
|
1955
|
MCF Advisors
Covington,
Kentucky
|
$1.19M
|
-$111K
|
-746
|
-8%
|
|
|
1956
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
$1.19M
|
+$42.7K
|
+287
|
+4%
|
|
|
1957
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$1.19M
|
–
|
–
|
–
|
|
|
1958
|
Nemes Rush Group
Novi,
Michigan
|
$1.19M
|
+$64.9K
|
+436
|
+6%
|
|
|
1959
|
HFG Wealth Management
The Woodlands,
Texas
|
$1.18M
|
–
|
–
|
–
|
|
|
1960
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.18M
|
-$57.2K
|
-384
|
-5%
|
|
|
1961
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.18M
|
+$141K
|
+950
|
+14%
|
|
|
1962
|
Investment Partners
New Philadelphia,
Ohio
|
$1.18M
|
-$19.8K
|
-133
|
-2%
|
|
|
1963
|
Parkside Investments
Deerfield,
Illinois
|
$1.18M
|
-$249K
|
-1,676
|
-17%
|
|
|
1964
|
Apeiron RIA
Dallas,
Texas
|
$1.18M
|
+$11.2K
|
+75
|
+0.9%
|
|
|
1965
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.18M
|
+$435K
|
+2,925
|
+58%
|
|
|
1966
|
Addison Capital
Conshohocken,
Pennsylvania
|
$1.18M
|
-$2.98K
|
-20
|
-0.2%
|
|
|
1967
|
Angeles Wealth Management
Santa Monica,
California
|
$1.17M
|
+$63.9K
|
+429
|
+6%
|
|
|
1968
|
St. Johns Investment Management
Jacksonville,
Florida
|
$1.17M
|
-$17.7K
|
-119
|
-1%
|
|
|
1969
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$1.17M
|
+$43.8K
|
+294
|
+4%
|
|
|
1970
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$1.17M
|
+$47.9K
|
+322
|
+4%
|
|
|
1971
|
Doliver Advisors
Houston,
Texas
|
$1.17M
|
+$298
|
+2
|
+0%
|
|
|
1972
|
E&G Advisors
Houston,
Texas
|
$1.16M
|
–
|
–
|
–
|
|
|
1973
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.16M
|
-$568K
|
-3,818
|
-33%
|
|
|
1974
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$1.16M
|
+$42.6K
|
+286
|
+4%
|
|
|
1975
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.16M
|
-$95K
|
-638
|
-7%
|
|
