|
1951
|
Northwest Financial Advisors
Herndon,
Virginia
|
$265K
|
+$249K
|
+1,882
|
New
|
|
|
1952
|
Private Capital Management (Florida)
Naples,
Florida
|
$265K
|
-$45K
|
-340
|
-15%
|
|
|
1953
|
Precedent Wealth Partners
Houston,
Texas
|
$265K
|
+$5.3K
|
+40
|
+2%
|
|
|
1954
|
Essex Savings Bank
Essex,
Connecticut
|
$265K
|
–
|
–
|
–
|
|
|
1955
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$263K
|
-$28.9K
|
-218
|
-10%
|
|
|
1956
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$262K
|
–
|
–
|
–
|
|
|
1957
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$262K
|
+$36K
|
+272
|
+17%
|
|
|
1958
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$262K
|
–
|
–
|
–
|
|
|
1959
|
West Paces Advisors
Atlanta,
Georgia
|
$262K
|
+$35.5K
|
+268
|
+17%
|
|
|
1960
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$261K
|
–
|
–
|
–
|
|
|
1961
|
American Investment Services
Great Barrington,
Massachusetts
|
$260K
|
-$28.1K
|
-212
|
-10%
|
|
|
1962
|
Allred Capital Management
Dallas,
Texas
|
$260K
|
-$19.9K
|
-150
|
-8%
|
|
|
1963
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$259K
|
+$2.12K
|
+16
|
+0.9%
|
|
|
1964
|
Cheviot Value Management
Beverly Hills,
California
|
$258K
|
–
|
–
|
–
|
|
|
1965
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$258K
|
–
|
–
|
–
|
|
|
1966
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$258K
|
–
|
–
|
–
|
|
|
1967
|
National Wealth Management Group
Cincinnati,
Ohio
|
$257K
|
-$1.06K
|
-8
|
-0.4%
|
|
|
1968
|
NerdWallet Wealth Partners
New York
|
$257K
|
+$242K
|
+1,824
|
New
|
|
|
1969
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$257K
|
–
|
–
|
–
|
|
|
1970
|
Balentine LLC
Atlanta,
Georgia
|
$256K
|
–
|
–
|
–
|
|
|
1971
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$255K
|
-$1.32K
|
-10
|
-0.5%
|
|
|
1972
|
Retirement Solution
Redmond,
Washington
|
$255K
|
-$795
|
-6
|
-0.3%
|
|
|
1973
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$254K
|
–
|
–
|
–
|
|
|
1974
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$254K
|
–
|
–
|
–
|
|
|
1975
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$254K
|
–
|
–
|
–
|
|
