|
1951
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.25M
|
+$238K
|
+807
|
+25%
|
|
|
1952
|
Chemistry Wealth Management
New York
|
$1.25M
|
+$20.4K
|
+69
|
+2%
|
|
|
1953
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.25M
|
+$221K
|
+748
|
+23%
|
|
|
1954
|
Profit Investment Management
North Bethesda,
Maryland
|
$1.24M
|
-$27.2K
|
-92
|
-2%
|
|
|
1955
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$1.24M
|
–
|
–
|
–
|
|
|
1956
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$1.24M
|
+$10K
|
+34
|
+0.9%
|
|
|
1957
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.24M
|
-$886
|
-3
|
-0.1%
|
|
|
1958
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$1.24M
|
-$413K
|
-1,398
|
-26%
|
|
|
1959
|
Zhang Financial
Portage,
Michigan
|
$1.24M
|
+$86K
|
+291
|
+8%
|
|
|
1960
|
MJP Associates
Farmington,
Connecticut
|
$1.24M
|
-$201K
|
-680
|
-15%
|
|
|
1961
|
Peterson Wealth Management
Sparks,
Nevada
|
$1.24M
|
+$573K
|
+1,941
|
+95%
|
|
|
1962
|
Harvest Fund Management
Beijing,
China
|
$1.23M
|
-$10.9K
|
-37
|
-0.9%
|
|
|
1963
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$1.23M
|
+$591
|
+2
|
+0.1%
|
|
|
1964
|
Verum Partners
Charlotte,
North Carolina
|
$1.23M
|
+$196K
|
+663
|
+20%
|
|
|
1965
|
Patron Partners
Houston,
Texas
|
$1.23M
|
+$10K
|
+34
|
+0.9%
|
|
|
1966
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.22M
|
-$34.6K
|
-117
|
-3%
|
|
|
1967
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1.22M
|
+$295
|
+1
|
+0%
|
|
|
1968
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$1.22M
|
-$13.3K
|
-45
|
-1%
|
|
|
1969
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.22M
|
-$5.02K
|
-17
|
-0.4%
|
|
|
1970
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$1.22M
|
+$3.84K
|
+13
|
+0.3%
|
|
|
1971
|
Financial Insights
Tacoma,
Washington
|
$1.22M
|
+$51.4K
|
+174
|
+5%
|
|
|
1972
|
Hardy Reed
Tupelo,
Mississippi
|
$1.22M
|
-$31.6K
|
-107
|
-3%
|
|
|
1973
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.22M
|
-$162K
|
-549
|
-12%
|
|
|
1974
|
Sara-Bay Financial
Sarasota,
Florida
|
$1.21M
|
-$24.5K
|
-83
|
-2%
|
|
|
1975
|
Capital Group Private Client Services
Los Angeles,
California
|
$1.21M
|
-$10.3K
|
-35
|
-0.9%
|
|
