|
1951
|
Fountainhead AM
Warren,
New Jersey
|
$419K
|
+$360K
|
+1,592
|
New
|
|
|
1952
|
Silver Oak Securities
Jackson,
Tennessee
|
$419K
|
+$210K
|
+929
|
+140%
|
|
|
1953
|
Prossimo Advisors
San Luis Obispo,
California
|
$417K
|
+$359K
|
+1,585
|
New
|
|
|
1954
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$417K
|
–
|
–
|
–
|
|
|
1955
|
Callan Capital
La Jolla,
California
|
$416K
|
+$47.3K
|
+209
|
+15%
|
|
|
1956
|
Addison Advisors
Middlebury,
Vermont
|
$415K
|
+$9.28K
|
+41
|
+3%
|
|
|
1957
|
Avory & Company
Miami,
Florida
|
$414K
|
-$91K
|
-402
|
-20%
|
|
|
1958
|
WNY Asset Management
Williamsville,
New York
|
$414K
|
+$3.4K
|
+15
|
+1%
|
|
|
1959
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$413K
|
-$17K
|
-75
|
-5%
|
|
|
1960
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$412K
|
+$141K
|
+625
|
+66%
|
|
|
1961
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$412K
|
-$439K
|
-1,941
|
-55%
|
|
|
1962
|
Sonata Capital Group
Seattle,
Washington
|
$412K
|
+$22.6K
|
+100
|
+7%
|
|
|
1963
|
Windsor Capital Management
Phoenix,
Arizona
|
$411K
|
+$19.9K
|
+88
|
+6%
|
|
|
1964
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$411K
|
+$11.1K
|
+49
|
+3%
|
|
|
1965
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$408K
|
-$1.08M
|
-4,793
|
-71%
|
|
|
1966
|
Unique Wealth
Clearwater,
Florida
|
$408K
|
+$351K
|
+1,549
|
New
|
|
|
1967
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$407K
|
+$9.28K
|
+41
|
+3%
|
|
|
1968
|
Madison Park Capital Advisors
Seattle,
Washington
|
$406K
|
+$349K
|
+1,544
|
New
|
|
|
1969
|
Clarity Wealth Advisors
San Jose,
California
|
$405K
|
–
|
–
|
–
|
|
|
1970
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$405K
|
-$24.4K
|
-108
|
-7%
|
|
|
1971
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$404K
|
-$7.47K
|
-33
|
-2%
|
|
|
1972
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$404K
|
-$4.53K
|
-20
|
-1%
|
|
|
1973
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$404K
|
+$6.11K
|
+27
|
+2%
|
|
|
1974
|
PFG Advisors
Phoenix,
Arizona
|
$403K
|
+$11.8K
|
+52
|
+4%
|
|
|
1975
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$403K
|
–
|
–
|
–
|
|
