|
1951
|
Merriman Wealth Management
Seattle,
Washington
|
$276K
|
-$9.96K
|
-43
|
-3%
|
|
|
1952
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$275K
|
-$35K
|
-151
|
-11%
|
|
|
1953
|
The Family Firm
Bethesda,
Maryland
|
$274K
|
+$695
|
+3
|
+0.3%
|
|
|
1954
|
Encompass Wealth Advisors
Portland,
Oregon
|
$273K
|
+$2.32K
|
+10
|
+0.9%
|
|
|
1955
|
Montgomery Investment Management
Rockville,
Maryland
|
$272K
|
–
|
–
|
–
|
|
|
1956
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$272K
|
-$30.8K
|
-133
|
-10%
|
|
|
1957
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$272K
|
+$6.72K
|
+29
|
+3%
|
|
|
1958
|
Virtue Capital Management
Brentwood,
Tennessee
|
$271K
|
-$48.6K
|
-210
|
-16%
|
|
|
1959
|
Humankind Investments
New York
|
$270K
|
-$13K
|
-56
|
-5%
|
|
|
1960
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$270K
|
+$3.01K
|
+13
|
+1%
|
|
|
1961
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$270K
|
-$22K
|
-95
|
-8%
|
|
|
1962
|
1900 Wealth Management
San Antonio,
Texas
|
$270K
|
–
|
–
|
–
|
|
|
1963
|
Silvia McColl Wealth Management
San Diego,
California
|
$270K
|
–
|
–
|
–
|
|
|
1964
|
One Day In July LLC
Burlington,
Vermont
|
$270K
|
+$10.7K
|
+46
|
+4%
|
|
|
1965
|
Burton Enright Welch
Walnut Creek,
California
|
$269K
|
-$24.5K
|
-106
|
-8%
|
|
|
1966
|
James J. Burns & Company
Melville,
New York
|
$268K
|
+$268K
|
+1,159
|
New
|
|
|
1967
|
DF Dent & Co
Baltimore,
Maryland
|
$267K
|
–
|
–
|
–
|
|
|
1968
|
FLC Capital Advisors
Palm Desert,
California
|
$267K
|
–
|
–
|
–
|
|
|
1969
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$267K
|
+$926
|
+4
|
+0.3%
|
|
|
1970
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$267K
|
+$6.25K
|
+27
|
+2%
|
|
|
1971
|
True North Advisors
Dallas,
Texas
|
$266K
|
–
|
–
|
–
|
|
|
1972
|
Tortoise Investment Management
White Plains,
New York
|
$266K
|
–
|
–
|
–
|
|
|
1973
|
Weybosset Research & Management
Province,
Rhode Island
|
$266K
|
–
|
–
|
–
|
|
|
1974
|
CVA Family Office
Denver,
Colorado
|
$266K
|
+$3.24K
|
+14
|
+1%
|
|
|
1975
|
Everpar Advisors
Tulsa,
Oklahoma
|
$266K
|
+$31.7K
|
+137
|
+14%
|
|
