|
1951
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$377K
|
+$378K
|
+5,323
|
New
|
|
|
1952
|
Richard P. Slaughter Associates
Austin,
Texas
|
$376K
|
–
|
–
|
–
|
|
|
1953
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$376K
|
–
|
–
|
–
|
|
|
1954
|
Aveo Capital Partners
Englewood,
Colorado
|
$375K
|
-$303K
|
-4,273
|
-45%
|
|
|
1955
|
Sather Financial Group
Victoria,
Texas
|
$375K
|
–
|
–
|
–
|
|
|
1956
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$375K
|
+$29.5K
|
+416
|
+9%
|
|
|
1957
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$375K
|
+$71
|
+1
|
+0%
|
|
|
1958
|
McDaniel Terry & Co
Austin,
Texas
|
$374K
|
-$60.9K
|
-858
|
-14%
|
|
|
1959
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$372K
|
-$213
|
-3
|
-0.1%
|
|
|
1960
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$372K
|
+$2.55K
|
+36
|
+0.7%
|
|
|
1961
|
Curated Wealth Partners
El Segundo,
California
|
$371K
|
+$372K
|
+5,239
|
New
|
|
|
1962
|
Childress Capital Advisors
Houston,
Texas
|
$371K
|
+$23.2K
|
+327
|
+7%
|
|
|
1963
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$370K
|
+$3.26K
|
+46
|
+0.9%
|
|
|
1964
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$370K
|
-$4.12K
|
-58
|
-1%
|
|
|
1965
|
Capstone Investment Advisors
New York
|
$370K
|
-$1.28M
|
-18,069
|
-78%
|
|
|
1966
|
Bouchey Financial Group
Troy,
New York
|
$370K
|
+$3.76K
|
+53
|
+1%
|
|
|
1967
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$369K
|
+$65.5K
|
+923
|
+22%
|
|
|
1968
|
nVerses Capital
Wellington,
Florida
|
$368K
|
+$369K
|
+5,200
|
New
|
|
|
1969
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$368K
|
+$102K
|
+1,441
|
+38%
|
|
|
1970
|
Drive Wealth Management
Lehi,
Utah
|
$367K
|
+$100K
|
+1,416
|
+38%
|
|
|
1971
|
MJP Associates
Farmington,
Connecticut
|
$367K
|
+$33.1K
|
+467
|
+10%
|
|
|
1972
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$367K
|
+$7.09K
|
+100
|
+2%
|
|
|
1973
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$367K
|
+$368K
|
+5,181
|
New
|
|
|
1974
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$366K
|
-$4.12K
|
-58
|
-1%
|
|
|
1975
|
Frazier Financial Advisors
Columbus,
Ohio
|
$365K
|
-$7.31K
|
-103
|
-2%
|
|
