|
1951
|
D'Orazio & Associates
Falls Church,
Virginia
|
$268K
|
-$51.1K
|
-355
|
-14%
|
|
|
1952
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$268K
|
+$19.6K
|
+136
|
+7%
|
|
|
1953
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$268K
|
-$3.34M
|
-23,213
|
-91%
|
|
|
1954
|
Quantum Financial Advisors
El Segundo,
California
|
$268K
|
–
|
–
|
–
|
|
|
1955
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$268K
|
-$15.8K
|
-110
|
-5%
|
|
|
1956
|
Meag Munich Ergo
Munich,
Germany
|
$268K
|
–
|
–
|
–
|
|
|
1957
|
Aprio Wealth Management
Atlanta,
Georgia
|
$267K
|
-$14.5K
|
-101
|
-4%
|
|
|
1958
|
Bridges Investment Management
Omaha,
Nebraska
|
$266K
|
+$9.35K
|
+65
|
+3%
|
|
|
1959
|
Sage Rhino Capital
Menlo Park,
California
|
$266K
|
-$3.31K
|
-23
|
-1%
|
|
|
1960
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$266K
|
–
|
–
|
–
|
|
|
1961
|
Simmons Bank
Pine Bluff,
Arkansas
|
$265K
|
+$16.3K
|
+113
|
+5%
|
|
|
1962
|
Mattern Wealth Management
Lawrence,
Kansas
|
$265K
|
+$22.9K
|
+159
|
+8%
|
|
|
1963
|
PFW Advisors
Atlanta,
Georgia
|
$265K
|
+$315K
|
+2,191
|
New
|
|
|
1964
|
Cottage Street Advisors
Marion,
Massachusetts
|
$264K
|
-$2.88K
|
-20
|
-0.9%
|
|
|
1965
|
Woodward Diversified Capital
Bakersfield,
California
|
$263K
|
-$30.6K
|
-213
|
-9%
|
|
|
1966
|
Lodestone Wealth Management
Spokane,
Washington
|
$262K
|
+$121K
|
+844
|
+64%
|
|
|
1967
|
Significant Wealth Partners
Cary,
Illinois
|
$262K
|
+$38.4K
|
+267
|
+14%
|
|
|
1968
|
Keebeck Wealth Management
Chicago,
Illinois
|
$261K
|
+$23.5K
|
+163
|
+8%
|
|
|
1969
|
Seaview Investment Managers
Miami,
Florida
|
$261K
|
+$311K
|
+2,163
|
New
|
|
|
1970
|
Allen Investment Management
New York
|
$261K
|
+$6.19K
|
+43
|
+2%
|
|
|
1971
|
MBE Wealth Management
Tomah,
Wisconsin
|
$260K
|
-$144
|
-1
|
-0%
|
|
|
1972
|
Diligent Investors
Redlands,
California
|
$260K
|
+$18K
|
+125
|
+6%
|
|
|
1973
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$260K
|
-$15.8K
|
-110
|
-5%
|
|
|
1974
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$259K
|
+$2.59K
|
+18
|
+0.8%
|
|
|
1975
|
Financial Engines Advisors
Santa Clara,
California
|
$259K
|
-$28.5K
|
-198
|
-8%
|
|
