|
1951
|
|
$1.27M
|
+$58.9K
|
+85
|
+5%
|
|
|
1952
|
Alta Advisers
London,
United Kingdom
|
$1.27M
|
–
|
–
|
–
|
|
|
1953
|
KRM Wealth Management
Reno,
Nevada
|
$1.27M
|
+$2.77K
|
+4
|
+0.2%
|
|
|
1954
|
Veracity Capital
Atlanta,
Georgia
|
$1.27M
|
-$139K
|
-200
|
-10%
|
|
|
1955
|
Hamel Associates
Chatham,
New Jersey
|
$1.27M
|
-$34.6K
|
-50
|
-3%
|
|
|
1956
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$1.27M
|
+$161K
|
+233
|
+15%
|
|
|
1957
|
Accredited Investors
Edina,
Minnesota
|
$1.26M
|
-$2.08K
|
-3
|
-0.2%
|
|
|
1958
|
Tarbox Family Office
Newport Beach,
California
|
$1.26M
|
-$113K
|
-163
|
-8%
|
|
|
1959
|
GWN Securities
Palm Beach Gardens,
Florida
|
$1.26M
|
+$124K
|
+179
|
+11%
|
|
|
1960
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$1.26M
|
+$72K
|
+104
|
+6%
|
|
|
1961
|
Angeles Wealth Management
Santa Monica,
California
|
$1.26M
|
+$231K
|
+334
|
+23%
|
|
|
1962
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$1.26M
|
-$453K
|
-654
|
-27%
|
|
|
1963
|
Sanders Morris Harris
Houston,
Texas
|
$1.26M
|
+$1.23M
|
+1,775
|
New
|
|
|
1964
|
Planning Alternatives
Birmingham,
Michigan
|
$1.26M
|
+$206K
|
+297
|
+20%
|
|
|
1965
|
CPWA LLC
Hood River,
Oregon
|
$1.26M
|
+$938K
|
+1,355
|
New
|
|
|
1966
|
Fortis Capital Management
Bellevue,
Washington
|
$1.26M
|
+$862K
|
+1,245
|
+236%
|
|
|
1967
|
Davis Investment Partners
Charlotte,
North Carolina
|
$1.25M
|
+$693
|
+1
|
+0.1%
|
|
|
1968
|
Portfolio Design Labs
Encino,
California
|
$1.25M
|
-$981K
|
-1,416
|
-44%
|
|
|
1969
|
Taylor Financial Group
Roanoke,
Virginia
|
$1.25M
|
+$10.4K
|
+15
|
+0.9%
|
|
|
1970
|
DMC Group
Birmingham,
Alabama
|
$1.25M
|
-$116K
|
-167
|
-9%
|
|
|
1971
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$1.25M
|
-$549K
|
-793
|
-31%
|
|
|
1972
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$1.25M
|
-$38.8K
|
-56
|
-3%
|
|
|
1973
|
Vigil Wealth Management
Ponte Vedra Beach,
Florida
|
$1.24M
|
+$13.9K
|
+20
|
+1%
|
|
|
1974
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.24M
|
-$26.3K
|
-38
|
-2%
|
|
|
1975
|
Future Fund LLC
Chicago,
Illinois
|
$1.24M
|
+$352K
|
+508
|
+41%
|
|
