|
1951
|
J.W. Burns & Co
Dewitt,
New York
|
$667K
|
+$2.87K
|
+7
|
+0.5%
|
|
|
1952
|
Legacy Bridge
West Des Moines,
Iowa
|
$667K
|
–
|
–
|
–
|
|
|
1953
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$667K
|
–
|
–
|
–
|
|
|
1954
|
Stone Summit Wealth
Miami,
Florida
|
$661K
|
-$9.83K
|
-24
|
-2%
|
|
|
1955
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$659K
|
-$68K
|
-166
|
-10%
|
|
|
1956
|
VOYA Investment Management
Atlanta,
Georgia
|
$659K
|
+$57.3K
|
+140
|
+10%
|
|
|
1957
|
Congress Asset Management
Boston,
Massachusetts
|
$655K
|
+$18.4K
|
+45
|
+3%
|
|
|
1958
|
Hall Capital Management
Barrington,
Rhode Island
|
$653K
|
–
|
–
|
–
|
|
|
1959
|
Arbor Wealth Advisors
Troy,
Michigan
|
$653K
|
+$612K
|
+1,496
|
New
|
|
|
1960
|
Cooper Financial Group
Irvine,
California
|
$651K
|
+$21.7K
|
+53
|
+4%
|
|
|
1961
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$651K
|
–
|
–
|
–
|
|
|
1962
|
Axiom Advisory
San Diego,
California
|
$651K
|
+$4.09K
|
+10
|
+0.7%
|
|
|
1963
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$649K
|
+$207K
|
+505
|
+52%
|
|
|
1964
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$648K
|
-$13.1K
|
-32
|
-2%
|
|
|
1965
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$646K
|
+$7.78K
|
+19
|
+1%
|
|
|
1966
|
LAM Group
Lake Oswego,
Oregon
|
$644K
|
–
|
–
|
–
|
|
|
1967
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$643K
|
+$602K
|
+1,471
|
New
|
|
|
1968
|
RDA Financial Network
Akron,
Iowa
|
$643K
|
+$187K
|
+457
|
+45%
|
|
|
1969
|
Central Bank & Trust
Lexington,
Kentucky
|
$642K
|
+$21.3K
|
+52
|
+4%
|
|
|
1970
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$641K
|
+$601K
|
+1,468
|
New
|
|
|
1971
|
Pavion Blue Capital
Newport Beach,
California
|
$640K
|
-$40.1K
|
-98
|
-6%
|
|
|
1972
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$638K
|
-$34.8K
|
-85
|
-5%
|
|
|
1973
|
Tillman Hartley LLC
Denver,
Colorado
|
$636K
|
-$14.7K
|
-36
|
-2%
|
|
|
1974
|
Shira Ridge Wealth Management
Larkspur,
California
|
$636K
|
+$28.7K
|
+70
|
+5%
|
|
|
1975
|
Clark Asset Management
Stratham,
New Hampshire
|
$636K
|
-$274K
|
-670
|
-32%
|
|
