|
1951
|
Westside Investment Management
Santa Monica,
California
|
$235K
|
+$11.9K
|
+70
|
+6%
|
|
|
1952
|
Asset Management Group
Stamford,
Connecticut
|
$235K
|
+$211K
|
+1,245
|
New
|
|
|
1953
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$234K
|
+$211K
|
+1,243
|
New
|
|
|
1954
|
Cetera Trust Company
St. Paul,
Minnesota
|
$234K
|
–
|
–
|
–
|
|
|
1955
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$234K
|
+$206K
|
+1,214
|
New
|
|
|
1956
|
Linscomb Wealth
Houston,
Texas
|
$234K
|
-$15.8K
|
-93
|
-7%
|
|
|
1957
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$234K
|
+$210K
|
+1,239
|
New
|
|
|
1958
|
WFA of San Diego
San Diego,
California
|
$233K
|
-$1.19K
|
-7
|
-0.6%
|
|
|
1959
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$232K
|
–
|
–
|
–
|
|
|
1960
|
Adero Partners
Pleasanton,
California
|
$232K
|
+$208K
|
+1,229
|
New
|
|
|
1961
|
E&G Advisors
Houston,
Texas
|
$231K
|
+$208K
|
+1,227
|
New
|
|
|
1962
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$231K
|
+$208K
|
+1,227
|
New
|
|
|
1963
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$231K
|
-$372K
|
-2,197
|
-64%
|
|
|
1964
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$231K
|
–
|
–
|
–
|
|
|
1965
|
Boltwood Capital Management
Walnut Creek,
California
|
$230K
|
+$207K
|
+1,221
|
New
|
|
|
1966
|
FLC Capital Advisors
Palm Desert,
California
|
$230K
|
+$207K
|
+1,221
|
New
|
|
|
1967
|
Two Sigma Securities
New York
|
$230K
|
-$147K
|
-869
|
-42%
|
|
|
1968
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$230K
|
–
|
–
|
–
|
|
|
1969
|
Affinity Wealth Management
Wilmington,
Delaware
|
$230K
|
+$206K
|
+1,217
|
New
|
|
|
1970
|
Biltmore Family Office
Charlotte,
North Carolina
|
$229K
|
+$205K
|
+1,212
|
New
|
|
|
1971
|
Swisher Financial Concepts
Westerville,
Ohio
|
$228K
|
+$209K
|
+1,235
|
New
|
|
|
1972
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$227K
|
–
|
–
|
–
|
|
|
1973
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$227K
|
+$204K
|
+1,206
|
New
|
|
|
1974
|
Safeguard Financial
Minocqua,
Wisconsin
|
$227K
|
+$204K
|
+1,205
|
New
|
|
|
1975
|
Sunbelt Securities
Houston,
Texas
|
$227K
|
+$1.86K
|
+11
|
+0.9%
|
|
