|
1951
|
Falcon Wealth Planning
Ontario,
California
|
$350K
|
-$9.98K
|
-22
|
-3%
|
|
|
1952
|
Saratoga Research & Investment Management
Saratoga,
California
|
$347K
|
–
|
–
|
–
|
|
|
1953
|
Summit Financial Strategies
Columbus,
Ohio
|
$345K
|
-$19.5K
|
-43
|
-6%
|
|
|
1954
|
Alpha Family Trust
Los Angeles,
California
|
$344K
|
+$99.8K
|
+220
|
+47%
|
|
|
1955
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$343K
|
-$4.99K
|
-11
|
-2%
|
|
|
1956
|
Y.D. More Investments
Ramat Gan,
Israel
|
$343K
|
+$120K
|
+264
|
+63%
|
|
|
1957
|
Compass Wealth Management
Guilford,
Connecticut
|
$342K
|
-$22.7K
|
-50
|
-7%
|
|
|
1958
|
LifePlan Financial
Mankato,
Minnesota
|
$342K
|
-$16.3K
|
-36
|
-5%
|
|
|
1959
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$342K
|
+$454
|
+1
|
+0.1%
|
|
|
1960
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$341K
|
-$19.5K
|
-43
|
-6%
|
|
|
1961
|
First Bancorp
Damariscotta,
Maine
|
$341K
|
+$90.7K
|
+200
|
+41%
|
|
|
1962
|
Cascade Financial Partners
San Diego,
California
|
$340K
|
-$90.7K
|
-200
|
-23%
|
|
|
1963
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$337K
|
-$307K
|
-676
|
-50%
|
|
|
1964
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$337K
|
-$106K
|
-234
|
-26%
|
|
|
1965
|
McMill Wealth Management
Norfolk,
Nebraska
|
$337K
|
–
|
–
|
–
|
|
|
1966
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$337K
|
-$1.36K
|
-3
|
-0.4%
|
|
|
1967
|
KFA Private Wealth Group
Tysons,
Virginia
|
$337K
|
+$3.18K
|
+7
|
+1%
|
|
|
1968
|
RDA Financial Network
Akron,
Iowa
|
$337K
|
-$13.2K
|
-29
|
-4%
|
|
|
1969
|
49 Wealth Management
Austin,
Texas
|
$337K
|
+$1.81K
|
+4
|
+0.6%
|
|
|
1970
|
Waddell & Associates
Memphis,
Tennessee
|
$336K
|
-$102K
|
-225
|
-25%
|
|
|
1971
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$336K
|
-$1.81K
|
-4
|
-0.6%
|
|
|
1972
|
1900 Wealth Management
San Antonio,
Texas
|
$336K
|
+$305K
|
+672
|
New
|
|
|
1973
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$334K
|
–
|
–
|
–
|
|
|
1974
|
Goldstream Capital Management
Central,
Hong Kong
|
$334K
|
–
|
–
|
–
|
|
|
1975
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$332K
|
-$24.5K
|
-54
|
-8%
|
|
