|
1951
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$42K
|
+$41.4K
|
+129
|
New
|
|
|
1952
|
Archer Investment Corporation
Carmel,
Indiana
|
$41.3K
|
+$321
|
+1
|
+0.8%
|
|
|
1953
|
Kimelman & Baird
New York
|
$40.7K
|
–
|
–
|
–
|
|
|
1954
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$40.7K
|
-$642
|
-2
|
-2%
|
|
|
1955
|
Bank & Trust Company
Litchfield,
Illinois
|
$40.4K
|
–
|
–
|
–
|
|
|
1956
|
IMA Advisory Services
Denver,
Colorado
|
$39.9K
|
-$321
|
-1
|
-0.8%
|
|
|
1957
|
Creative Financial Designs
Kokomo,
Indiana
|
$39.2K
|
-$4.17K
|
-13
|
-10%
|
|
|
1958
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$39.1K
|
-$15.1K
|
-47
|
-28%
|
|
|
1959
|
Avion Wealth
The Woodlands,
Texas
|
$39K
|
+$3.53K
|
+11
|
+10%
|
|
|
1960
|
EFG International
Zurich,
|
$37.5K
|
-$1.19M
|
-3,701
|
-97%
|
|
|
1961
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$37.5K
|
+$36.9K
|
+115
|
New
|
|
|
1962
|
Kilter Group
Rhinebeck,
New York
|
$37.2K
|
+$11.2K
|
+35
|
+44%
|
|
|
1963
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$36.5K
|
–
|
–
|
–
|
|
|
1964
|
SOA Wealth Advisors
New York
|
$36.5K
|
–
|
–
|
–
|
|
|
1965
|
Financial Perspectives
Minneapolis,
Minnesota
|
$35.5K
|
–
|
–
|
–
|
|
|
1966
|
Valued Wealth Advisors
Holladay,
Utah
|
$35.4K
|
+$1.28K
|
+4
|
+4%
|
|
|
1967
|
Meridiem Investment Management
London,
United Kingdom
|
$35.2K
|
–
|
–
|
–
|
|
|
1968
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$35.1K
|
-$34.3K
|
-107
|
-50%
|
|
|
1969
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$34K
|
–
|
–
|
–
|
|
|
1970
|
Ares Financial Consulting
Calabasas,
California
|
$34K
|
–
|
–
|
–
|
|
|
1971
|
Vision Retirement
Ridgewood,
New Jersey
|
$33.9K
|
+$1.28K
|
+4
|
+4%
|
|
|
1972
|
Kerr Financial Planning
Fresno,
California
|
$33.9K
|
-$642
|
-2
|
-2%
|
|
|
1973
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
1974
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$33K
|
–
|
–
|
–
|
|
|
1975
|
True Link Financial Advisors
San Francisco,
California
|
$32.9K
|
+$32.4K
|
+101
|
New
|
|
