|
1951
|
Verde Capital Management
Clarkston,
Michigan
|
$378K
|
-$33.8K
|
-141
|
-9%
|
|
|
1952
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$378K
|
+$6.95K
|
+29
|
+2%
|
|
|
1953
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$378K
|
-$24K
|
-100
|
-6%
|
|
|
1954
|
Warwick Investment Management
Bryan,
Texas
|
$375K
|
+$11.7K
|
+49
|
+3%
|
|
|
1955
|
Bollard Group
Boston,
Massachusetts
|
$375K
|
+$350K
|
+1,458
|
New
|
|
|
1956
|
Apella Capital
West Hartford,
Connecticut
|
$374K
|
-$7.19K
|
-30
|
-2%
|
|
|
1957
|
Prentice Wealth Management
Rochester,
New York
|
$373K
|
+$45.1K
|
+188
|
+15%
|
|
|
1958
|
Encompass Wealth Advisors
Portland,
Oregon
|
$373K
|
-$36K
|
-150
|
-9%
|
|
|
1959
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$372K
|
–
|
–
|
–
|
|
|
1960
|
Professional Financial Advisors
North Platte,
Nebraska
|
$372K
|
+$479
|
+2
|
+0.1%
|
|
|
1961
|
Centric Wealth Management
Chicago,
Illinois
|
$370K
|
-$479
|
-2
|
-0.2%
|
|
|
1962
|
Greenberg Financial Group
Tucson,
Arizona
|
$370K
|
+$345K
|
+1,440
|
New
|
|
|
1963
|
Cambria Investment Management
Manhattan Beach,
California
|
$370K
|
+$345K
|
+1,439
|
New
|
|
|
1964
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$369K
|
-$17.5K
|
-73
|
-5%
|
|
|
1965
|
Perennial Investment Advisors
Los Angeles,
California
|
$367K
|
+$25.2K
|
+105
|
+8%
|
|
|
1966
|
Sovereign Financial Group
Stamford,
Connecticut
|
$367K
|
+$19.2K
|
+80
|
+6%
|
|
|
1967
|
Harper Investing
Santa Clara,
California
|
$367K
|
+$479
|
+2
|
+0.1%
|
|
|
1968
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$367K
|
+$26.4K
|
+110
|
+8%
|
|
|
1969
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$366K
|
–
|
–
|
–
|
|
|
1970
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$366K
|
-$9.59K
|
-40
|
-3%
|
|
|
1971
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$365K
|
+$79.6K
|
+332
|
+30%
|
|
|
1972
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$365K
|
+$341K
|
+1,421
|
New
|
|
|
1973
|
BetterWealth
San Jose,
California
|
$365K
|
-$4.32K
|
-18
|
-1%
|
|
|
1974
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$365K
|
+$66.4K
|
+277
|
+24%
|
|
|
1975
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$362K
|
-$346K
|
-1,442
|
-51%
|
|
