|
1951
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$228K
|
–
|
–
|
–
|
|
|
1952
|
FSA Wealth Management
Needham,
Massachusetts
|
$228K
|
+$215K
|
+938
|
New
|
|
|
1953
|
City State Bank
Norwalk,
Iowa
|
$228K
|
–
|
–
|
–
|
|
|
1954
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$228K
|
+$34.8K
|
+152
|
+19%
|
|
|
1955
|
Holderness Investments Company
Greensboro,
North Carolina
|
$227K
|
+$214K
|
+933
|
New
|
|
|
1956
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$226K
|
–
|
–
|
–
|
|
|
1957
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$226K
|
–
|
–
|
–
|
|
|
1958
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$226K
|
+$213K
|
+930
|
New
|
|
|
1959
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$224K
|
+$211K
|
+920
|
New
|
|
|
1960
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$224K
|
+$211K
|
+920
|
New
|
|
|
1961
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$224K
|
+$213K
|
+928
|
New
|
|
|
1962
|
Stokes Family Office
New Orleans,
Louisiana
|
$224K
|
+$211K
|
+920
|
New
|
|
|
1963
|
Symphony Financial Services
Akron,
Ohio
|
$223K
|
+$210K
|
+919
|
New
|
|
|
1964
|
Keystone Wealth Services
Palm Desert,
California
|
$223K
|
+$210K
|
+917
|
New
|
|
|
1965
|
Signet Financial Management
Parsippany,
New Jersey
|
$223K
|
+$210K
|
+917
|
New
|
|
|
1966
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$222K
|
+$209K
|
+914
|
New
|
|
|
1967
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$222K
|
-$1.71M
|
-7,472
|
-89%
|
|
|
1968
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$221K
|
+$208K
|
+910
|
New
|
|
|
1969
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$221K
|
+$208K
|
+910
|
New
|
|
|
1970
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$221K
|
–
|
–
|
–
|
|
|
1971
|
Oxford Financial Group
Carmel,
Indiana
|
$220K
|
+$208K
|
+907
|
New
|
|
|
1972
|
Objective Capital Management
Pepper Pike,
Ohio
|
$220K
|
+$207K
|
+906
|
New
|
|
|
1973
|
Sachetta
Lynnfield,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
1974
|
Paragon Advisors
College Station,
Texas
|
$220K
|
+$207K
|
+904
|
New
|
|
|
1975
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$219K
|
+$206K
|
+900
|
New
|
|
