|
1951
|
Great Diamond Partners
Portland,
Maine
|
$231K
|
+$182K
|
+436
|
New
|
|
|
1952
|
|
$231K
|
+$182K
|
+436
|
New
|
|
|
1953
|
Alpha Financial Partners
Lexington,
Kentucky
|
$230K
|
+$181K
|
+435
|
New
|
|
|
1954
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$230K
|
+$181K
|
+434
|
New
|
|
|
1955
|
Zhang Financial
Portage,
Michigan
|
$229K
|
+$180K
|
+433
|
New
|
|
|
1956
|
Signal Advisors Wealth
Detroit,
Michigan
|
$229K
|
+$180K
|
+433
|
New
|
|
|
1957
|
Palumbo Wealth Management
Great Neck,
New York
|
$229K
|
+$180K
|
+432
|
New
|
|
|
1958
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$229K
|
+$180K
|
+432
|
New
|
|
|
1959
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$228K
|
+$179K
|
+431
|
New
|
|
|
1960
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$228K
|
+$146K
|
+351
|
New
|
|
|
1961
|
Capital Research Global Investors
Los Angeles,
California
|
$228K
|
-$298M
|
-715,002
|
-100%
|
|
|
1962
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$228K
|
+$179K
|
+430
|
New
|
|
|
1963
|
Drum Hill Capital
Westport,
Connecticut
|
$227K
|
+$179K
|
+429
|
New
|
|
|
1964
|
|
$227K
|
+$179K
|
+429
|
New
|
|
|
1965
|
Shufro Rose & Co
New York
|
$227K
|
–
|
–
|
–
|
|
|
1966
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$226K
|
+$178K
|
+428
|
New
|
|
|
1967
|
First Financial Group
Raleigh,
North Carolina
|
$226K
|
+$178K
|
+427
|
New
|
|
|
1968
|
Inspire Advisors
Meridian,
Idaho
|
$225K
|
+$177K
|
+425
|
New
|
|
|
1969
|
Genesee Capital Advisors
Auburn,
New York
|
$223K
|
+$176K
|
+422
|
New
|
|
|
1970
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$223K
|
+$176K
|
+422
|
New
|
|
|
1971
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$223K
|
+$175K
|
+421
|
New
|
|
|
1972
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$223K
|
+$175K
|
+421
|
New
|
|
|
1973
|
Integrity Financial
Cheyenne,
Wyoming
|
$222K
|
+$175K
|
+420
|
New
|
|
|
1974
|
ESL Trust Services
Rochester,
New York
|
$222K
|
–
|
–
|
–
|
|
|
1975
|
First Nebraska Trust
Lincoln,
Nebraska
|
$222K
|
+$175K
|
+420
|
New
|
|
