|
1951
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$1.02M
|
-$14.6K
|
-112
|
-1%
|
|
|
1952
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$1.02M
|
-$187K
|
-1,434
|
-16%
|
|
|
1953
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$1.02M
|
-$403K
|
-3,091
|
-29%
|
|
|
1954
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.02M
|
+$41.9K
|
+321
|
+4%
|
|
|
1955
|
Wade Financial Advisory
Campbell,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
1956
|
Financial Advisors Network
Tustin,
California
|
$1.02M
|
+$268K
|
+2,056
|
+38%
|
|
|
1957
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.01M
|
-$11.4K
|
-87
|
-1%
|
|
|
1958
|
CCLA Investment Management
London,
United Kingdom
|
$1.01M
|
–
|
–
|
–
|
|
|
1959
|
Buffington Mohr McNeal
Boise,
Idaho
|
$1.01M
|
+$63.8K
|
+489
|
+7%
|
|
|
1960
|
Bell Bank
Fargo,
North Dakota
|
$1.01M
|
-$4.44K
|
-34
|
-0.5%
|
|
|
1961
|
|
$1M
|
-$7.99M
|
-61,240
|
-89%
|
|
|
1962
|
Hodges Capital Management
Dallas,
Texas
|
$1M
|
-$90.4K
|
-693
|
-9%
|
|
|
1963
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$1M
|
-$16K
|
-123
|
-2%
|
|
|
1964
|
Financial Advisors
Andover,
Massachusetts
|
$999K
|
-$522
|
-4
|
-0.1%
|
|
|
1965
|
Financial Sense Advisors
San Diego,
California
|
$999K
|
+$290K
|
+2,226
|
+43%
|
|
|
1966
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$995K
|
+$652
|
+5
|
+0.1%
|
|
|
1967
|
Institute for Wealth Management
Denver,
Colorado
|
$994K
|
-$15.4K
|
-118
|
-2%
|
|
|
1968
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$991K
|
-$112K
|
-855
|
-10%
|
|
|
1969
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$991K
|
-$8.61K
|
-66
|
-0.9%
|
|
|
1970
|
Ranch Capital Advisors
Sarasota,
Florida
|
$990K
|
-$47.9K
|
-367
|
-5%
|
|
|
1971
|
Carlson Capital Management
Northfield,
Minnesota
|
$990K
|
+$39.7K
|
+304
|
+4%
|
|
|
1972
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$990K
|
+$311K
|
+2,387
|
+48%
|
|
|
1973
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$987K
|
-$28.7K
|
-220
|
-3%
|
|
|
1974
|
Personal CFO Solutions
Chester,
New Jersey
|
$986K
|
-$31.1K
|
-238
|
-3%
|
|
|
1975
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$984K
|
+$156K
|
+1,195
|
+20%
|
|
