|
1951
|
Center for Financial Planning
Southfied,
Michigan
|
$1.25M
|
+$127K
|
+394
|
+11%
|
|
|
1952
|
Financial Insights
Tacoma,
Washington
|
$1.25M
|
+$146K
|
+453
|
+12%
|
|
|
1953
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.24M
|
+$88.1K
|
+274
|
+7%
|
|
|
1954
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.24M
|
+$129K
|
+400
|
+11%
|
|
|
1955
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.23M
|
+$105K
|
+326
|
+9%
|
|
|
1956
|
Tevis Investment Management
Plano,
Texas
|
$1.23M
|
+$643
|
+2
|
+0%
|
|
|
1957
|
Zhang Financial
Portage,
Michigan
|
$1.23M
|
+$33.8K
|
+105
|
+3%
|
|
|
1958
|
Peterson Wealth Management
Sparks,
Nevada
|
$1.22M
|
+$24.8K
|
+77
|
+2%
|
|
|
1959
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$1.22M
|
-$14.2K
|
-44
|
-1%
|
|
|
1960
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
$1.22M
|
+$1.3M
|
+4,045
|
New
|
|
|
1961
|
One River Asset Management
Stamford,
Connecticut
|
$1.22M
|
+$402K
|
+1,251
|
+45%
|
|
|
1962
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.22M
|
+$37.3K
|
+116
|
+3%
|
|
|
1963
|
Callan Capital
La Jolla,
California
|
$1.22M
|
+$113K
|
+350
|
+10%
|
|
|
1964
|
Old Port Advisors
Portland,
Maine
|
$1.22M
|
+$1.29M
|
+4,025
|
New
|
|
|
1965
|
Verum Partners
Charlotte,
North Carolina
|
$1.21M
|
+$16.4K
|
+51
|
+1%
|
|
|
1966
|
Peregrine Asset Advisers
Portland,
Oregon
|
$1.21M
|
+$1.29M
|
+4,010
|
New
|
|
|
1967
|
Drive Wealth Management
Lehi,
Utah
|
$1.21M
|
+$53.4K
|
+166
|
+4%
|
|
|
1968
|
Chemistry Wealth Management
New York
|
$1.21M
|
-$1.61K
|
-5
|
-0.1%
|
|
|
1969
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.21M
|
-$241K
|
-749
|
-16%
|
|
|
1970
|
Patron Partners
Houston,
Texas
|
$1.21M
|
+$12.2K
|
+38
|
+1%
|
|
|
1971
|
Saturna Capital
Bellingham,
Washington
|
$1.21M
|
-$206K
|
-639
|
-14%
|
|
|
1972
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$1.21M
|
-$1.29K
|
-4
|
-0.1%
|
|
|
1973
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$1.21M
|
-$203K
|
-631
|
-14%
|
|
|
1974
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$1.21M
|
–
|
–
|
–
|
|
|
1975
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.21M
|
-$59.5K
|
-185
|
-4%
|
|
