|
1951
|
Harvest Fund Management
Beijing,
China
|
$220K
|
–
|
–
|
–
|
|
|
1952
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$220K
|
–
|
–
|
–
|
|
|
1953
|
Birch Financial Group
Keene,
New Hampshire
|
$220K
|
+$220K
|
+1,890
|
New
|
|
|
1954
|
Brown Wealth Management
Naperville,
Illinois
|
$218K
|
-$931
|
-8
|
-0.4%
|
|
|
1955
|
Olistico Wealth
Tulsa,
Oklahoma
|
$218K
|
–
|
–
|
–
|
|
|
1956
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$216K
|
–
|
–
|
–
|
|
|
1957
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$216K
|
–
|
–
|
–
|
|
|
1958
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$216K
|
-$3.49K
|
-30
|
-2%
|
|
|
1959
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$215K
|
+$215K
|
+1,850
|
New
|
|
|
1960
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$215K
|
+$4.42K
|
+38
|
+2%
|
|
|
1961
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$214K
|
+$215K
|
+1,844
|
New
|
|
|
1962
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$214K
|
–
|
–
|
–
|
|
|
1963
|
Verus Wealth Management
De Pere,
Wisconsin
|
$214K
|
+$214K
|
+1,838
|
New
|
|
|
1964
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$213K
|
–
|
–
|
–
|
|
|
1965
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$213K
|
+$213K
|
+1,828
|
New
|
|
|
1966
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$212K
|
–
|
–
|
–
|
|
|
1967
|
Balentine LLC
Atlanta,
Georgia
|
$211K
|
-$23.7K
|
-204
|
-10%
|
|
|
1968
|
Dimension Capital Management
Coral Gables,
Florida
|
$211K
|
–
|
–
|
–
|
|
|
1969
|
Fayez Sarofim & Co
Houston,
Texas
|
$211K
|
–
|
–
|
–
|
|
|
1970
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$210K
|
+$233
|
+2
|
+0.1%
|
|
|
1971
|
Midwest Financial Group
Overland Park,
Kansas
|
$210K
|
-$3.02K
|
-26
|
-1%
|
|
|
1972
|
Avalon Trust
Santa Fe,
New Mexico
|
$210K
|
–
|
–
|
–
|
|
|
1973
|
Bray Capital Advisors
Naples,
Florida
|
$209K
|
-$5.82K
|
-50
|
-3%
|
|
|
1974
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$209K
|
–
|
–
|
–
|
|
|
1975
|
FourThought Financial Partners
Venice,
Florida
|
$209K
|
+$209K
|
+1,798
|
New
|
|
