|
1951
|
Marshall Investment Management
Littleton,
Colorado
|
$782K
|
+$72.8K
|
+248
|
+11%
|
|
|
1952
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$782K
|
–
|
–
|
–
|
|
|
1953
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$777K
|
–
|
–
|
–
|
|
|
1954
|
KPP Advisory Services
Louisville,
Kentucky
|
$775K
|
+$42.3K
|
+144
|
+6%
|
|
|
1955
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$775K
|
+$293
|
+1
|
+0%
|
|
|
1956
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$774K
|
+$4.7K
|
+16
|
+0.6%
|
|
|
1957
|
Portfolio Design Labs
Encino,
California
|
$769K
|
-$35.5K
|
-121
|
-5%
|
|
|
1958
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$768K
|
+$185K
|
+630
|
+33%
|
|
|
1959
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$767K
|
-$19.4K
|
-66
|
-3%
|
|
|
1960
|
Carson Advisory
Athens,
Georgia
|
$767K
|
–
|
–
|
–
|
|
|
1961
|
Granite Group Advisors
Stamford,
Connecticut
|
$765K
|
-$12.9K
|
-44
|
-2%
|
|
|
1962
|
Atlas Brown
Louisville,
Kentucky
|
$764K
|
+$15.3K
|
+52
|
+2%
|
|
|
1963
|
Dearborn Partners
Chicago,
Illinois
|
$763K
|
-$131K
|
-447
|
-15%
|
|
|
1964
|
BlueDoor Private Wealth
Beverly,
Massachusetts
|
$762K
|
+$736K
|
+2,507
|
New
|
|
|
1965
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
$761K
|
+$735K
|
+2,505
|
New
|
|
|
1966
|
|
$760K
|
-$58.7M
|
-200,000
|
-99%
|
|
|
1967
|
Signet Private Wealth
Chicago,
Illinois
|
$758K
|
+$732K
|
+2,496
|
New
|
|
|
1968
|
Larson Financial Group
St Louis,
Missouri
|
$757K
|
-$14.7K
|
-50
|
-2%
|
|
|
1969
|
Swisher Financial Concepts
Westerville,
Ohio
|
$757K
|
-$3.23K
|
-11
|
-0.4%
|
|
|
1970
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$757K
|
+$729K
|
+2,484
|
New
|
|
|
1971
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$756K
|
+$249K
|
+848
|
+52%
|
|
|
1972
|
Plan A Wealth
Lincoln,
Nebraska
|
$755K
|
-$50.5K
|
-172
|
-6%
|
|
|
1973
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$754K
|
+$30.2K
|
+103
|
+4%
|
|
|
1974
|
Everpar Advisors
Tulsa,
Oklahoma
|
$752K
|
+$311K
|
+1,061
|
+75%
|
|
|
1975
|
Fielder Capital Group
Nashville,
Tennessee
|
$751K
|
-$246K
|
-840
|
-25%
|
|
