|
1951
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.46M
|
+$44.7K
|
+410
|
+3%
|
|
|
1952
|
Delta Investment Management
San Francisco,
California
|
$1.45M
|
-$75.7K
|
-694
|
-5%
|
|
|
1953
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$1.45M
|
-$42.6K
|
-390
|
-3%
|
|
|
1954
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$1.45M
|
–
|
–
|
–
|
|
|
1955
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.45M
|
+$131K
|
+1,200
|
+10%
|
|
|
1956
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.45M
|
-$24.3K
|
-223
|
-2%
|
|
|
1957
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$1.45M
|
-$64.9K
|
-595
|
-4%
|
|
|
1958
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.45M
|
+$764
|
+7
|
+0.1%
|
|
|
1959
|
Prostatis Group
Hanover,
Maryland
|
$1.44M
|
+$272K
|
+2,497
|
+23%
|
|
|
1960
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$1.44M
|
-$24.2K
|
-222
|
-2%
|
|
|
1961
|
AIMZ Investment Advisors
Los Altos,
California
|
$1.44M
|
+$327
|
+3
|
+0%
|
|
|
1962
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$1.44M
|
+$7.09K
|
+65
|
+0.5%
|
|
|
1963
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$1.44M
|
+$241K
|
+2,211
|
+20%
|
|
|
1964
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.44M
|
-$5.02K
|
-46
|
-0.3%
|
|
|
1965
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$1.44M
|
+$17.7K
|
+162
|
+1%
|
|
|
1966
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$1.43M
|
-$91K
|
-834
|
-6%
|
|
|
1967
|
Front Row Advisors
Tiburon,
California
|
$1.43M
|
-$19.3K
|
-177
|
-1%
|
|
|
1968
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$1.43M
|
+$243K
|
+2,223
|
+20%
|
|
|
1969
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1.43M
|
-$14.8K
|
-136
|
-1%
|
|
|
1970
|
Trinity Financial Advisors
Columbus,
Ohio
|
$1.42M
|
+$8.18K
|
+75
|
+0.6%
|
|
|
1971
|
Salomon & Ludwin
Richmond,
Virginia
|
$1.42M
|
-$35.5K
|
-325
|
-2%
|
|
|
1972
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$1.42M
|
–
|
–
|
–
|
|
|
1973
|
Bigelow Investment Advisors
Portland,
Maine
|
$1.42M
|
+$19.6K
|
+180
|
+1%
|
|
|
1974
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$1.42M
|
-$89.8K
|
-823
|
-6%
|
|
|
1975
|
4J Wealth Management
Alexandria,
Virginia
|
$1.42M
|
+$430K
|
+3,937
|
+42%
|
|
