|
1951
|
DF Dent & Co
Baltimore,
Maryland
|
$242K
|
-$29.4K
|
-577
|
-11%
|
|
|
1952
|
|
$241K
|
–
|
–
|
–
|
|
|
1953
|
Auxano Advisors
Bellevue,
Washington
|
$241K
|
+$227K
|
+4,448
|
New
|
|
|
1954
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$241K
|
+$7.18K
|
+141
|
+3%
|
|
|
1955
|
Callahan Advisors
Houston,
Texas
|
$240K
|
+$226K
|
+4,434
|
New
|
|
|
1956
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$240K
|
-$1.78K
|
-35
|
-0.8%
|
|
|
1957
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$240K
|
+$226K
|
+4,431
|
New
|
|
|
1958
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$240K
|
+$1.58K
|
+31
|
+0.7%
|
|
|
1959
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$240K
|
-$11.9K
|
-233
|
-5%
|
|
|
1960
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$239K
|
+$101K
|
+1,975
|
+81%
|
|
|
1961
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$239K
|
+$224K
|
+4,404
|
New
|
|
|
1962
|
CFM Wealth Partners
Austin,
Texas
|
$239K
|
-$251K
|
-4,926
|
-53%
|
|
|
1963
|
Mattern Wealth Management
Lawrence,
Kansas
|
$239K
|
–
|
–
|
–
|
|
|
1964
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$239K
|
-$61.1K
|
-1,200
|
-21%
|
|
|
1965
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$238K
|
-$28.4K
|
-558
|
-11%
|
|
|
1966
|
Lavaca Capital
Houston,
Texas
|
$238K
|
+$15K
|
+295
|
+7%
|
|
|
1967
|
Delta Investment Management
San Francisco,
California
|
$238K
|
-$6.72K
|
-132
|
-3%
|
|
|
1968
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$237K
|
-$28.9K
|
-567
|
-11%
|
|
|
1969
|
Valmark Advisers
Akron,
Ohio
|
$237K
|
+$223K
|
+4,374
|
New
|
|
|
1970
|
Hyperion Partners
Berwyn,
Pennsylvania
|
$237K
|
-$6.32K
|
-124
|
-3%
|
|
|
1971
|
Focus Financial Network
Minneapolis,
Minnesota
|
$236K
|
-$1.21M
|
-23,830
|
-83%
|
|
|
1972
|
First Financial Bankshares
Abilene,
Texas
|
$235K
|
+$221K
|
+4,340
|
New
|
|
|
1973
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$235K
|
+$221K
|
+4,335
|
New
|
|
|
1974
|
Alpha Cubed Investments
Irvine,
California
|
$235K
|
+$221K
|
+4,333
|
New
|
|
|
1975
|
Everhart Financial Group
Dublin,
Ohio
|
$235K
|
+$221K
|
+4,333
|
New
|
|
