|
1951
|
Element Wealth
Ridgeland,
Mississippi
|
$618K
|
+$9.26K
|
+81
|
+1%
|
|
|
1952
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$617K
|
+$111K
|
+969
|
+21%
|
|
|
1953
|
MTM Investment Management
Spartanburg,
South Carolina
|
$616K
|
-$7.08K
|
-62
|
-1%
|
|
|
1954
|
West Family Investments
Carlsbad,
California
|
$616K
|
+$44.2K
|
+387
|
+7%
|
|
|
1955
|
World Investment Advisors
Santa Barbara,
California
|
$615K
|
+$8K
|
+70
|
+1%
|
|
|
1956
|
MJP Associates
Farmington,
Connecticut
|
$615K
|
+$34.4K
|
+301
|
+6%
|
|
|
1957
|
Weil Company
San Diego,
California
|
$614K
|
–
|
–
|
–
|
|
|
1958
|
Davidson Investment Advisors
Great Falls,
Montana
|
$610K
|
-$221K
|
-1,937
|
-26%
|
|
|
1959
|
Mosaic Advisors
Houston,
Texas
|
$609K
|
-$122K
|
-1,065
|
-16%
|
|
|
1960
|
Congress Park Capital
Saratoga Springs,
New York
|
$609K
|
-$28.6K
|
-250
|
-4%
|
|
|
1961
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$609K
|
-$457
|
-4
|
-0.1%
|
|
|
1962
|
Proficio Capital Partners
Newton,
Massachusetts
|
$606K
|
-$13.3K
|
-116
|
-2%
|
|
|
1963
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$603K
|
-$21.9K
|
-192
|
-3%
|
|
|
1964
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$603K
|
+$10.4K
|
+91
|
+2%
|
|
|
1965
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$602K
|
+$10.4K
|
+91
|
+2%
|
|
|
1966
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$600K
|
-$88.6K
|
-775
|
-12%
|
|
|
1967
|
Pioneer Trust Bank
Salem,
Oregon
|
$600K
|
–
|
–
|
–
|
|
|
1968
|
Grandfield & Dodd
New York
|
$600K
|
+$34.3K
|
+300
|
+6%
|
|
|
1969
|
Voya Financial Advisors
Windsor,
Connecticut
|
$597K
|
+$28.5K
|
+249
|
+5%
|
|
|
1970
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$596K
|
+$343
|
+3
|
+0.1%
|
|
|
1971
|
Personal CFO Solutions
Chester,
New Jersey
|
$595K
|
+$177K
|
+1,553
|
+39%
|
|
|
1972
|
Magnolia Capital Management
Cold Spring,
New York
|
$593K
|
+$628K
|
+5,500
|
New
|
|
|
1973
|
Landaas & Company
Milwaukee,
Wisconsin
|
$591K
|
–
|
–
|
–
|
|
|
1974
|
SkyOak Wealth
Southfield,
Michigan
|
$590K
|
–
|
–
|
–
|
|
|
1975
|
MBA Advisors
Hermitage,
Pennsylvania
|
$590K
|
+$6.97K
|
+61
|
+1%
|
|
