|
1951
|
King Wealth Management Group
Naples,
Florida
|
$517K
|
-$28.7K
|
-806
|
-5%
|
|
|
1952
|
DC Investments Management
Mclean,
Virginia
|
$517K
|
-$9.22K
|
-259
|
-2%
|
|
|
1953
|
BSW Wealth Partners
Boulder,
Colorado
|
$517K
|
+$30.7K
|
+861
|
+7%
|
|
|
1954
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$516K
|
–
|
–
|
–
|
|
|
1955
|
MV Capital Management
Bethesda,
Maryland
|
$516K
|
+$94.9K
|
+2,663
|
+24%
|
|
|
1956
|
Fruth Investment Management
Houston,
Texas
|
$515K
|
+$3.74K
|
+105
|
+0.8%
|
|
|
1957
|
|
$514K
|
-$1.85K
|
-52
|
-0.4%
|
|
|
1958
|
Lake Street Private Wealth
Chicago,
Illinois
|
$513K
|
+$61.6K
|
+1,729
|
+14%
|
|
|
1959
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$511K
|
+$12.1K
|
+340
|
+3%
|
|
|
1960
|
Avity Investment Management
Greenwich,
Connecticut
|
$510K
|
–
|
–
|
–
|
|
|
1961
|
Wedgewood Investors
Erie,
Pennsylvania
|
$510K
|
+$5.66K
|
+159
|
+1%
|
|
|
1962
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$510K
|
+$489K
|
+13,718
|
New
|
|
|
1963
|
|
$509K
|
-$169K
|
-4,743
|
-26%
|
|
|
1964
|
Circle Wealth Management
Summit,
New Jersey
|
$509K
|
-$23.8K
|
-668
|
-5%
|
|
|
1965
|
Strategic Wealth Partners
Independence,
Ohio
|
$508K
|
-$91.4K
|
-2,567
|
-16%
|
|
|
1966
|
Zevin Asset Management
Boston,
Massachusetts
|
$507K
|
+$155K
|
+4,364
|
+47%
|
|
|
1967
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$507K
|
+$50.7K
|
+1,424
|
+12%
|
|
|
1968
|
Sargent Investment Group
Bethesda,
Maryland
|
$506K
|
-$30K
|
-843
|
-6%
|
|
|
1969
|
Weybosset Research & Management
Province,
Rhode Island
|
$505K
|
+$1.85K
|
+52
|
+0.4%
|
|
|
1970
|
Stamos Capital Partners
Menlo Park,
California
|
$503K
|
+$482K
|
+13,544
|
New
|
|
|
1971
|
RDA Financial Network
Akron,
Iowa
|
$501K
|
-$3.13K
|
-88
|
-0.6%
|
|
|
1972
|
Private Vista
Chicago,
Illinois
|
$500K
|
-$25.1K
|
-705
|
-5%
|
|
|
1973
|
Port Capital
Chicago,
Illinois
|
$499K
|
–
|
–
|
–
|
|
|
1974
|
Lenox Wealth Advisors
New York
|
$499K
|
+$14.9K
|
+417
|
+3%
|
|
|
1975
|
Grace Capital
Quincy,
Massachusetts
|
$498K
|
-$120K
|
-3,362
|
-20%
|
|
