|
1951
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$330K
|
-$261K
|
-1,721
|
-46%
|
|
|
1952
|
Trinity Legacy Partners
Houston,
Texas
|
$329K
|
-$3.95K
|
-26
|
-1%
|
|
|
1953
|
Keebeck Wealth Management
Chicago,
Illinois
|
$328K
|
-$7.14K
|
-47
|
-2%
|
|
|
1954
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$328K
|
–
|
–
|
–
|
|
|
1955
|
Roth Financial Partners
Kingwood,
Texas
|
$328K
|
–
|
–
|
–
|
|
|
1956
|
Vision Capital Management
Portland,
Oregon
|
$328K
|
+$30.4K
|
+200
|
+11%
|
|
|
1957
|
Keener Financial Planning
Keller,
Texas
|
$328K
|
–
|
–
|
–
|
|
|
1958
|
Webster Bank
Waterbury,
Connecticut
|
$328K
|
+$90.7K
|
+597
|
+43%
|
|
|
1959
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$328K
|
+$100K
|
+658
|
+49%
|
|
|
1960
|
Matthew Hamilton Rosenberg
|
$327K
|
+$11.4K
|
+75
|
+4%
|
|
|
1961
|
Seven Mile Advisory
Ewing,
New Jersey
|
$324K
|
-$67.6K
|
-445
|
-18%
|
|
|
1962
|
Collective Family Office
York,
Pennsylvania
|
$324K
|
-$22.9K
|
-151
|
-7%
|
|
|
1963
|
CAP Partners LLC
Franklin,
Tennessee
|
$323K
|
+$4.25K
|
+28
|
+1%
|
|
|
1964
|
GoalFusion Wealth Management
Austin,
Texas
|
$323K
|
–
|
–
|
–
|
|
|
1965
|
Paradigm Asset Management
New York
|
$323K
|
–
|
–
|
–
|
|
|
1966
|
WESPAC Advisors SoCal
Pasadena,
California
|
$321K
|
+$57.4K
|
+378
|
+24%
|
|
|
1967
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$321K
|
+$12.3K
|
+81
|
+4%
|
|
|
1968
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$321K
|
–
|
–
|
–
|
|
|
1969
|
Key Financial Inc
West Chester,
Pennsylvania
|
$321K
|
+$2.28K
|
+15
|
+0.8%
|
|
|
1970
|
LongView Wealth Management
Atlanta,
Georgia
|
$321K
|
+$8.36K
|
+55
|
+3%
|
|
|
1971
|
Dudley Capital Management
Middleburg,
Virginia
|
$320K
|
+$64.6K
|
+425
|
+28%
|
|
|
1972
|
American Financial Advisors
Marietta,
Georgia
|
$319K
|
+$47.4K
|
+312
|
+19%
|
|
|
1973
|
Portfolio Design Labs
Encino,
California
|
$319K
|
-$2.23M
|
-14,659
|
-88%
|
|
|
1974
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$319K
|
+$73.4K
|
+483
|
+32%
|
|
|
1975
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$318K
|
-$206K
|
-1,356
|
-41%
|
|
