|
1951
|
Capasso Planning Partners
Charleston,
South Carolina
|
$230K
|
-$5.26K
|
-15
|
-2%
|
|
|
1952
|
Inlet Private Wealth
Jupiter,
Florida
|
$230K
|
–
|
–
|
–
|
|
|
1953
|
Optimize Financial
Laguna Hills,
California
|
$229K
|
+$242K
|
+689
|
New
|
|
|
1954
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$228K
|
+$241K
|
+686
|
New
|
|
|
1955
|
LVW Advisors
Pittsford,
New York
|
$227K
|
-$155K
|
-441
|
-39%
|
|
|
1956
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$226K
|
+$239K
|
+681
|
New
|
|
|
1957
|
Goepper Burkhardt
Greenville,
South Carolina
|
$226K
|
–
|
–
|
–
|
|
|
1958
|
Chatham Capital Group
Savannah,
Georgia
|
$225K
|
+$17.5K
|
+50
|
+8%
|
|
|
1959
|
Goldstein Advisors
Madison,
Wisconsin
|
$224K
|
-$19K
|
-54
|
-7%
|
|
|
1960
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$224K
|
-$5.26K
|
-15
|
-2%
|
|
|
1961
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$224K
|
–
|
–
|
–
|
|
|
1962
|
Leelyn Smith
Geneva,
Illinois
|
$224K
|
+$351
|
+1
|
+0.1%
|
|
|
1963
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$224K
|
+$237K
|
+674
|
New
|
|
|
1964
|
Advocate Group
Minnetonka,
Minnesota
|
$224K
|
–
|
–
|
–
|
|
|
1965
|
Fairview Capital Investment Management
Greenbrae,
California
|
$223K
|
-$28.1K
|
-80
|
-11%
|
|
|
1966
|
Westpac Banking Corp
Sydney,
Australia
|
$223K
|
-$84.2K
|
-240
|
-26%
|
|
|
1967
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$223K
|
–
|
–
|
–
|
|
|
1968
|
Castleview Partners
Dallas,
Texas
|
$223K
|
-$351
|
-1
|
-0.1%
|
|
|
1969
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$223K
|
+$236K
|
+671
|
New
|
|
|
1970
|
Old Port Advisors
Portland,
Maine
|
$222K
|
-$7.02K
|
-20
|
-3%
|
|
|
1971
|
Quantum Financial Advisors
El Segundo,
California
|
$222K
|
+$351
|
+1
|
+0.1%
|
|
|
1972
|
First Citizens Financial Corp
Mason City,
Iowa
|
$221K
|
–
|
–
|
–
|
|
|
1973
|
Weatherly Asset Management
Del Mar,
California
|
$220K
|
+$351
|
+1
|
+0.2%
|
|
|
1974
|
Dorsey Wright & Associates
Pasadena,
California
|
$220K
|
–
|
–
|
–
|
|
|
1975
|
Kilter Group
Rhinebeck,
New York
|
$220K
|
+$232K
|
+662
|
New
|
|
