|
1951
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$438K
|
-$14.5K
|
-404
|
-3%
|
|
|
1952
|
E Fund Management
Guangzhou,
China
|
$438K
|
+$1.08K
|
+30
|
+0.2%
|
|
|
1953
|
Gilbert & Cook
West Des Moines,
Iowa
|
$438K
|
+$18.4K
|
+510
|
+4%
|
|
|
1954
|
O'Rourke & Company
Boston,
Massachusetts
|
$437K
|
-$40.5K
|
-1,125
|
-7%
|
|
|
1955
|
|
$436K
|
+$13.1K
|
+363
|
+3%
|
|
|
1956
|
Capital Planning Advisors
Roseville,
California
|
$434K
|
-$118K
|
-3,264
|
-19%
|
|
|
1957
|
Defined Wealth Management
Beaverton,
Oregon
|
$434K
|
-$14.4K
|
-400
|
-3%
|
|
|
1958
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$434K
|
+$4.32K
|
+120
|
+0.9%
|
|
|
1959
|
CoreCap Advisors
Southfield,
Michigan
|
$432K
|
-$94.4K
|
-2,623
|
-16%
|
|
|
1960
|
Menard Financial Group
Houston,
Texas
|
$431K
|
-$70.7K
|
-1,964
|
-12%
|
|
|
1961
|
Cypress Wealth Services
Palm Desert,
California
|
$431K
|
+$23.3K
|
+646
|
+5%
|
|
|
1962
|
Axiom Investment Management
New York
|
$430K
|
-$39.1K
|
-1,087
|
-7%
|
|
|
1963
|
Hemington Wealth Management
Falls Church,
Virginia
|
$430K
|
-$108
|
-3
|
-0%
|
|
|
1964
|
New World Advisors
Hingham,
Massachusetts
|
$429K
|
-$33.1K
|
-920
|
-6%
|
|
|
1965
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$429K
|
+$90.5K
|
+2,515
|
+23%
|
|
|
1966
|
Capital Square
Chattanooga,
Tennessee
|
$428K
|
-$71.8K
|
-1,993
|
-13%
|
|
|
1967
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$428K
|
–
|
–
|
–
|
|
|
1968
|
Westside Investment Management
Santa Monica,
California
|
$427K
|
-$5.83K
|
-162
|
-0.5%
|
|
|
1969
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$427K
|
+$1.55M
|
+42,935
|
+1,448%
|
|
|
1970
|
Sunflower Bank
Dallas,
Texas
|
$426K
|
-$84.2K
|
-2,339
|
-15%
|
|
|
1971
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$426K
|
-$11.4K
|
-318
|
-2%
|
|
|
1972
|
Financial Management Professionals
Austin,
Texas
|
$426K
|
+$29.7K
|
+824
|
+6%
|
|
|
1973
|
Emerald Advisors
Bellevue,
Washington
|
$425K
|
+$5.91K
|
+164
|
+1%
|
|
|
1974
|
Miracle Mile Advisors
Los Angeles,
California
|
$425K
|
+$34.2K
|
+950
|
+7%
|
|
|
1975
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$424K
|
-$22.6K
|
-627
|
-4%
|
|
