|
1951
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$424K
|
–
|
–
|
–
|
|
|
1952
|
D.J. St. Germain
Springfield,
Massachusetts
|
$422K
|
+$253K
|
+835
|
+152%
|
|
|
1953
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$422K
|
-$1.64M
|
-5,422
|
-80%
|
|
|
1954
|
Iams Wealth Management
Omaha,
Nebraska
|
$421K
|
+$94.5K
|
+312
|
+29%
|
|
|
1955
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$421K
|
-$908
|
-3
|
-0.2%
|
|
|
1956
|
Consilium Wealth Advisory
Richardson,
Texas
|
$421K
|
-$6.51M
|
-21,498
|
-94%
|
|
|
1957
|
Wealth Effects
Boston,
Massachusetts
|
$420K
|
-$312K
|
-1,029
|
-43%
|
|
|
1958
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$420K
|
–
|
–
|
–
|
|
|
1959
|
Ridgewood Investments
Springfield,
New Jersey
|
$420K
|
+$63.3K
|
+209
|
+18%
|
|
|
1960
|
Kaizen Financial Strategies
Campbell,
California
|
$420K
|
+$60.6K
|
+200
|
+17%
|
|
|
1961
|
Occidental Asset Management
Burlingame,
California
|
$419K
|
-$7.27K
|
-24
|
-2%
|
|
|
1962
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$419K
|
–
|
–
|
–
|
|
|
1963
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$419K
|
+$61.2K
|
+202
|
+17%
|
|
|
1964
|
Aventura Private Wealth
Aventura,
Florida
|
$419K
|
+$1.51K
|
+5
|
+0.4%
|
|
|
1965
|
Westmount Partners
Los Angeles,
California
|
$418K
|
-$15.1K
|
-50
|
-4%
|
|
|
1966
|
Sigma Investment Counselors
Northville,
Michigan
|
$418K
|
+$22.7K
|
+75
|
+6%
|
|
|
1967
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$417K
|
+$38.8K
|
+128
|
+10%
|
|
|
1968
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$417K
|
-$86K
|
-284
|
-17%
|
|
|
1969
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$416K
|
-$303
|
-1
|
-0.1%
|
|
|
1970
|
Elevatus Welath Management
Victor,
New York
|
$416K
|
-$6.05M
|
-19,969
|
-94%
|
|
|
1971
|
Parker Investment Management
Menlo Park,
California
|
$415K
|
–
|
–
|
–
|
|
|
1972
|
ShariaPortfolio
Lake Mary,
Florida
|
$415K
|
+$2.42K
|
+8
|
+0.6%
|
|
|
1973
|
Physician Wealth Advisors
Midvale,
Utah
|
$414K
|
–
|
–
|
–
|
|
|
1974
|
RAM Investment Partners
Bellevue,
Washington
|
$413K
|
–
|
–
|
–
|
|
|
1975
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$412K
|
-$33.6K
|
-111
|
-8%
|
|
