|
1951
|
Cordasco Financial Network
Naples,
Florida
|
$657K
|
-$64.9K
|
-576
|
-9%
|
|
|
1952
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$657K
|
+$36.6K
|
+325
|
+6%
|
|
|
1953
|
Boston Common Asset Management
Boston,
Massachusetts
|
$657K
|
+$45K
|
+400
|
+7%
|
|
|
1954
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$657K
|
+$32.4K
|
+288
|
+5%
|
|
|
1955
|
Lake Street Private Wealth
Chicago,
Illinois
|
$656K
|
+$42.8K
|
+380
|
+7%
|
|
|
1956
|
|
$654K
|
-$38.9K
|
-345
|
-6%
|
|
|
1957
|
Atlas Private Wealth Management
Albany,
New York
|
$653K
|
-$32.5K
|
-289
|
-5%
|
|
|
1958
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$652K
|
–
|
–
|
–
|
|
|
1959
|
MTM Investment Management
Spartanburg,
South Carolina
|
$650K
|
+$225
|
+2
|
+0%
|
|
|
1960
|
Proficio Capital Partners
Newton,
Massachusetts
|
$646K
|
-$25.6K
|
-227
|
-4%
|
|
|
1961
|
Creative Financial Designs
Kokomo,
Indiana
|
$645K
|
+$77.9K
|
+692
|
+14%
|
|
|
1962
|
|
$644K
|
+$643K
|
+5,713
|
New
|
|
|
1963
|
Weil Company
San Diego,
California
|
$641K
|
-$18.8K
|
-167
|
-3%
|
|
|
1964
|
Riverview Trust Company
Vancouver,
Washington
|
$639K
|
-$36K
|
-320
|
-5%
|
|
|
1965
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$638K
|
+$13.4K
|
+119
|
+2%
|
|
|
1966
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$638K
|
+$58K
|
+515
|
+10%
|
|
|
1967
|
First National Corp
Rockland,
Massachusetts
|
$637K
|
+$20K
|
+178
|
+3%
|
|
|
1968
|
Element Wealth
Ridgeland,
Mississippi
|
$636K
|
+$8.22K
|
+73
|
+1%
|
|
|
1969
|
Engine No 1 LLC
San Francisco,
California
|
$635K
|
+$635K
|
+5,641
|
New
|
|
|
1970
|
World Investment Advisors
Santa Barbara,
California
|
$634K
|
+$5.07K
|
+45
|
+0.8%
|
|
|
1971
|
Trek Financial
Scottsdale,
Arizona
|
$632K
|
+$632K
|
+5,613
|
New
|
|
|
1972
|
Resource Management
Metairie,
Louisiana
|
$631K
|
-$257K
|
-2,279
|
-29%
|
|
|
1973
|
Nelson Capital Management
Menlo Park,
California
|
$630K
|
–
|
–
|
–
|
|
|
1974
|
Pioneer Trust Bank
Salem,
Oregon
|
$626K
|
-$214K
|
-1,904
|
-26%
|
|
|
1975
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$626K
|
+$11.8K
|
+105
|
+2%
|
|
