|
1951
|
Aprio Wealth Management
Atlanta,
Georgia
|
$365K
|
+$53K
|
+87
|
+18%
|
|
|
1952
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$364K
|
+$30.5K
|
+50
|
+10%
|
|
|
1953
|
Symmetry Partners
Glastonbury,
Connecticut
|
$362K
|
+$62.1K
|
+102
|
+23%
|
|
|
1954
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$361K
|
+$108K
|
+178
|
+47%
|
|
|
1955
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$361K
|
-$83.4K
|
-137
|
-21%
|
|
|
1956
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$361K
|
–
|
–
|
–
|
|
|
1957
|
One Day In July LLC
Burlington,
Vermont
|
$361K
|
+$115K
|
+189
|
+52%
|
|
|
1958
|
|
$360K
|
–
|
–
|
–
|
|
|
1959
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$359K
|
–
|
–
|
–
|
|
|
1960
|
Ervin Investment Management
Seattle,
Washington
|
$359K
|
–
|
–
|
–
|
|
|
1961
|
Avantax Planning Partners
Dubuque,
Iowa
|
$359K
|
+$11K
|
+18
|
+3%
|
|
|
1962
|
May Hill Capital
Cohasset,
Massachusetts
|
$359K
|
-$6.7K
|
-11
|
-2%
|
|
|
1963
|
Montgomery Investment Management
Rockville,
Maryland
|
$359K
|
–
|
–
|
–
|
|
|
1964
|
Sage Rhino Capital
Menlo Park,
California
|
$358K
|
-$6.09K
|
-10
|
-2%
|
|
|
1965
|
Fielder Capital Group
Nashville,
Tennessee
|
$358K
|
+$11K
|
+18
|
+3%
|
|
|
1966
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$358K
|
+$4.26K
|
+7
|
+1%
|
|
|
1967
|
Traveka Wealth
Los Altos,
California
|
$358K
|
-$10.4K
|
-17
|
-3%
|
|
|
1968
|
Welch Group
Birmingham,
Alabama
|
$357K
|
+$78K
|
+128
|
+31%
|
|
|
1969
|
Postrock Partners
Overland Park,
Oregon
|
$357K
|
–
|
–
|
–
|
|
|
1970
|
Allen Capital Group
Grand Island,
Nebraska
|
$356K
|
-$99.3K
|
-163
|
-23%
|
|
|
1971
|
MBA Advisors
Hermitage,
Pennsylvania
|
$356K
|
-$253K
|
-416
|
-43%
|
|
|
1972
|
SFG Wealth Management
Towson,
Maryland
|
$356K
|
-$1.83K
|
-3
|
-0.5%
|
|
|
1973
|
Courage Miller Partners
Norfolk,
Virginia
|
$356K
|
–
|
–
|
–
|
|
|
1974
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$355K
|
–
|
–
|
–
|
|
|
1975
|
Sweeney & Michel
Chico,
California
|
$355K
|
+$609
|
+1
|
+0.2%
|
|
