|
1951
|
Diligent Investors
Redlands,
California
|
$300K
|
-$80K
|
-735
|
-26%
|
|
|
1952
|
Kanawha Capital Management
Richmond,
Virginia
|
$299K
|
-$24.5K
|
-225
|
-10%
|
|
|
1953
|
Serenus Wealth Advisors
Santa Monica,
California
|
$298K
|
–
|
–
|
–
|
|
|
1954
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$298K
|
+$229K
|
+2,100
|
New
|
|
|
1955
|
Massar Capital Management
Stamford,
Connecticut
|
$298K
|
+$229K
|
+2,100
|
New
|
|
|
1956
|
ARS Investment Partners
New York
|
$297K
|
-$280K
|
-2,572
|
-55%
|
|
|
1957
|
Lionshead Wealth Management
New York
|
$297K
|
-$1.85K
|
-17
|
-0.8%
|
|
|
1958
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$297K
|
+$228K
|
+2,090
|
New
|
|
|
1959
|
Abacus Planning Group
Columbia,
South Carolina
|
$296K
|
-$4.25K
|
-39
|
-2%
|
|
|
1960
|
Holistic Planning
Nacogdoches,
Texas
|
$296K
|
+$227K
|
+2,084
|
New
|
|
|
1961
|
Simmons Bank
Pine Bluff,
Arkansas
|
$296K
|
–
|
–
|
–
|
|
|
1962
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$295K
|
-$10.1K
|
-93
|
-4%
|
|
|
1963
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$295K
|
-$54.8K
|
-503
|
-19%
|
|
|
1964
|
Woodward Diversified Capital
Bakersfield,
California
|
$295K
|
-$3.16K
|
-29
|
-1%
|
|
|
1965
|
WPWealth
Fort Worth,
Texas
|
$294K
|
-$322K
|
-2,954
|
-59%
|
|
|
1966
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$294K
|
+$12.7K
|
+117
|
+6%
|
|
|
1967
|
Pacific Sun Financial
Los Angeles,
California
|
$294K
|
+$5.88K
|
+54
|
+3%
|
|
|
1968
|
Berkeley Capital Partners
Milton,
Georgia
|
$293K
|
-$24.1K
|
-221
|
-10%
|
|
|
1969
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$293K
|
+$225K
|
+2,067
|
New
|
|
|
1970
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$293K
|
+$653
|
+6
|
+0.3%
|
|
|
1971
|
VELA Investment Management
New Albany,
Ohio
|
$292K
|
+$224K
|
+2,061
|
New
|
|
|
1972
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$292K
|
+$224K
|
+2,058
|
New
|
|
|
1973
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$292K
|
-$106K
|
-974
|
-34%
|
|
|
1974
|
Estabrook Capital Management
New York
|
$292K
|
–
|
–
|
–
|
|
|
1975
|
Navellier & Associates
Reno,
Nevada
|
$291K
|
+$224K
|
+2,054
|
New
|
|
