|
1951
|
Charter Research & Investment Group
Southport,
Connecticut
|
$210K
|
–
|
–
|
–
|
|
|
1952
|
Mattern Wealth Management
Lawrence,
Kansas
|
$210K
|
–
|
–
|
–
|
|
|
1953
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$210K
|
-$17K
|
-144
|
-7%
|
|
|
1954
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$210K
|
+$210K
|
+1,781
|
New
|
|
|
1955
|
DGS Capital Management
Jersey City,
New Jersey
|
$210K
|
+$210K
|
+1,779
|
New
|
|
|
1956
|
Alteri Wealth
Westlake Village,
California
|
$210K
|
-$6.73K
|
-57
|
-3%
|
|
|
1957
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$209K
|
+$3.42K
|
+29
|
+2%
|
|
|
1958
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$209K
|
-$27.7K
|
-235
|
-12%
|
|
|
1959
|
Wedge Capital Management
Charlotte,
North Carolina
|
$209K
|
+$11.2K
|
+95
|
+6%
|
|
|
1960
|
PKS Advisory Services
Albany,
New York
|
$209K
|
+$209K
|
+1,773
|
New
|
|
|
1961
|
Bullock Wealth Management
Bloomington,
Indiana
|
$208K
|
-$7.67K
|
-65
|
-4%
|
|
|
1962
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$208K
|
+$208K
|
+1,759
|
New
|
|
|
1963
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$207K
|
+$944
|
+8
|
+0.5%
|
|
|
1964
|
Petix & Botte Financial
La Mesa,
California
|
$207K
|
–
|
–
|
–
|
|
|
1965
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$207K
|
+$207K
|
+1,751
|
New
|
|
|
1966
|
Moseley Investment Management
Bradenton,
Florida
|
$206K
|
+$590
|
+5
|
+0.3%
|
|
|
1967
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$206K
|
-$1.77K
|
-15
|
-0.9%
|
|
|
1968
|
Kieckhefer Group
Mequon,
Wisconsin
|
$206K
|
–
|
–
|
–
|
|
|
1969
|
Idaho Trust Bank
Boise,
Idaho
|
$206K
|
+$206K
|
+1,748
|
New
|
|
|
1970
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$206K
|
+$206K
|
+1,744
|
New
|
|
|
1971
|
Zhang Financial
Portage,
Michigan
|
$206K
|
+$118
|
+1
|
+0.1%
|
|
|
1972
|
Strata Wealth Advisors
Dallas,
Texas
|
$206K
|
+$708
|
+6
|
+0.3%
|
|
|
1973
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$205K
|
-$2.71K
|
-23
|
-1%
|
|
|
1974
|
Aventura Private Wealth
Aventura,
Florida
|
$205K
|
-$28.3K
|
-240
|
-12%
|
|
|
1975
|
Country Trust Bank
Bloomington,
Illinois
|
$205K
|
+$13.5K
|
+114
|
+7%
|
|
