|
1951
|
Vicus Capital
State College,
Pennsylvania
|
$307K
|
+$37K
|
+188
|
+14%
|
|
|
1952
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$307K
|
-$97.8K
|
-497
|
-24%
|
|
|
1953
|
BlackDiamond Wealth Management
New York
|
$306K
|
+$33.8K
|
+172
|
+14%
|
|
|
1954
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$305K
|
–
|
–
|
–
|
|
|
1955
|
Uniting Wealth Partners
Mission,
Kansas
|
$304K
|
–
|
–
|
–
|
|
|
1956
|
Strategic Financial Concepts
San Antonio,
Texas
|
$303K
|
+$32.5K
|
+165
|
+12%
|
|
|
1957
|
Nilsine Partners
Greenwood Village,
Colorado
|
$303K
|
+$18.5K
|
+94
|
+7%
|
|
|
1958
|
SGL Investment Advisors
Missoula,
Montana
|
$303K
|
+$9.64K
|
+49
|
+4%
|
|
|
1959
|
Finivi Inc
Westborough,
Massachusetts
|
$302K
|
+$18.9K
|
+96
|
+7%
|
|
|
1960
|
The Family Firm
Bethesda,
Maryland
|
$302K
|
-$1.57K
|
-8
|
-0.5%
|
|
|
1961
|
Adero Partners
Pleasanton,
California
|
$302K
|
+$50.8K
|
+258
|
+21%
|
|
|
1962
|
Brucke Financial
Indianapolis,
Indiana
|
$302K
|
+$16.3K
|
+83
|
+6%
|
|
|
1963
|
Moran Wealth Management
Naples,
Florida
|
$301K
|
+$28.1K
|
+143
|
+11%
|
|
|
1964
|
Safeguard Investment Advisory Group
Corona,
California
|
$300K
|
+$29.7K
|
+151
|
+11%
|
|
|
1965
|
Great Diamond Partners
Portland,
Maine
|
$300K
|
–
|
–
|
–
|
|
|
1966
|
Narus Financial Partners
Salt Lake City,
Utah
|
$300K
|
+$47.6K
|
+242
|
+19%
|
|
|
1967
|
Naples Global Advisors
Naples,
Florida
|
$300K
|
–
|
–
|
–
|
|
|
1968
|
Aprio Wealth Management
Atlanta,
Georgia
|
$300K
|
+$10.6K
|
+54
|
+4%
|
|
|
1969
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$300K
|
+$7.67K
|
+39
|
+3%
|
|
|
1970
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$299K
|
–
|
–
|
–
|
|
|
1971
|
Natural Investments
Windsor,
California
|
$299K
|
–
|
–
|
–
|
|
|
1972
|
One Day In July LLC
Burlington,
Vermont
|
$299K
|
+$1.97K
|
+10
|
+0.7%
|
|
|
1973
|
Gould Asset Management
Claremont,
California
|
$298K
|
+$1.18K
|
+6
|
+0.4%
|
|
|
1974
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$298K
|
+$24.8K
|
+126
|
+9%
|
|
|
1975
|
Centurion Wealth Management
Mclean,
Virginia
|
$297K
|
–
|
–
|
–
|
|
