|
1951
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$259K
|
+$2.52K
|
+20
|
+1%
|
|
|
1952
|
MKT Advisors
Escondido,
California
|
$259K
|
-$25.7K
|
-204
|
-9%
|
|
|
1953
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$258K
|
–
|
–
|
–
|
|
|
1954
|
Jessup Wealth Management
Dayton,
Ohio
|
$257K
|
–
|
–
|
–
|
|
|
1955
|
TMB Capital Partners
Little Rock,
Arkansas
|
$257K
|
+$252
|
+2
|
+0.1%
|
|
|
1956
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$256K
|
–
|
–
|
–
|
|
|
1957
|
Legacy Private Trust
Neenah,
Wisconsin
|
$256K
|
–
|
–
|
–
|
|
|
1958
|
Rockbridge Investment Management
Syracuse,
New York
|
$256K
|
+$631
|
+5
|
+0.2%
|
|
|
1959
|
Colonial River Investments
Midlothian,
Virginia
|
$256K
|
+$1.14K
|
+9
|
+0.4%
|
|
|
1960
|
Enclave Advisors
Austin,
Texas
|
$256K
|
+$505
|
+4
|
+0.2%
|
|
|
1961
|
William John Sempolinski
Easton,
Massachusetts
|
$256K
|
+$255K
|
+2,020
|
New
|
|
|
1962
|
First Financial Bankshares
Abilene,
Texas
|
$255K
|
-$50.1K
|
-397
|
-16%
|
|
|
1963
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$255K
|
–
|
–
|
–
|
|
|
1964
|
Taylor Financial Group
Roanoke,
Virginia
|
$254K
|
–
|
–
|
–
|
|
|
1965
|
Sentinel Trust
Houston,
Texas
|
$254K
|
–
|
–
|
–
|
|
|
1966
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$254K
|
+$15K
|
+119
|
+6%
|
|
|
1967
|
Graver Capital Management
Columbus,
Ohio
|
$253K
|
–
|
–
|
–
|
|
|
1968
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$253K
|
+$4.54K
|
+36
|
+2%
|
|
|
1969
|
Physician Wealth Advisors
Midvale,
Utah
|
$253K
|
+$10.2K
|
+81
|
+4%
|
|
|
1970
|
Van Diest Capital
Poly City,
Iowa
|
$252K
|
-$76.7K
|
-608
|
-23%
|
|
|
1971
|
Partners Wealth Management
Carmel By The Sea,
California
|
$252K
|
-$12.9K
|
-102
|
-5%
|
|
|
1972
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$252K
|
-$13.1K
|
-104
|
-5%
|
|
|
1973
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$251K
|
+$250K
|
+1,985
|
New
|
|
|
1974
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$251K
|
+$1.64K
|
+13
|
+0.7%
|
|
|
1975
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$251K
|
-$25.2K
|
-200
|
-9%
|
|
