|
1951
|
Pacific Capital Wealth Advisors
Corona,
California
|
$323K
|
+$30.3K
|
+159
|
+11%
|
|
|
1952
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$322K
|
-$6.85K
|
-36
|
-2%
|
|
|
1953
|
|
$322K
|
+$304K
|
+1,598
|
New
|
|
|
1954
|
Calton & Associates
Tampa,
Florida
|
$321K
|
-$73.3K
|
-385
|
-19%
|
|
|
1955
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$321K
|
–
|
–
|
–
|
|
|
1956
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$321K
|
-$11.6K
|
-61
|
-4%
|
|
|
1957
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$320K
|
–
|
–
|
–
|
|
|
1958
|
Investment House LLC
Redondo Beach,
California
|
$320K
|
–
|
–
|
–
|
|
|
1959
|
|
$320K
|
+$303K
|
+1,592
|
New
|
|
|
1960
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$320K
|
+$303K
|
+1,592
|
New
|
|
|
1961
|
Crumly & Associates
Springfield,
Illinois
|
$320K
|
+$302K
|
+1,588
|
New
|
|
|
1962
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$320K
|
-$11.2K
|
-59
|
-4%
|
|
|
1963
|
Sunpointe
St. Louis,
Missouri
|
$320K
|
+$24.4K
|
+128
|
+9%
|
|
|
1964
|
First National Corp
Rockland,
Massachusetts
|
$320K
|
-$37.5K
|
-197
|
-11%
|
|
|
1965
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$318K
|
-$381
|
-2
|
-0.1%
|
|
|
1966
|
Regatta Capital Group
El Segundo,
California
|
$317K
|
–
|
–
|
–
|
|
|
1967
|
RCS Financial Planning
Annapolis,
Maryland
|
$317K
|
–
|
–
|
–
|
|
|
1968
|
Beacon Financial Group
Dallas,
Texas
|
$317K
|
+$21.9K
|
+115
|
+8%
|
|
|
1969
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$316K
|
-$10.1K
|
-53
|
-3%
|
|
|
1970
|
Foster Group
West Des Moines,
Iowa
|
$316K
|
-$1.14K
|
-6
|
-0.4%
|
|
|
1971
|
Warner Financial
Bethesda,
Maryland
|
$316K
|
–
|
–
|
–
|
|
|
1972
|
First Command Advisory Services
Fort Worth,
Texas
|
$315K
|
+$3.81K
|
+20
|
+1%
|
|
|
1973
|
Leonteq Securities AG
Zurich,
Switzerland
|
$315K
|
-$4.42M
|
-23,244
|
-94%
|
|
|
1974
|
Optimum Investment Advisors
Chicago,
Illinois
|
$315K
|
-$20.2K
|
-106
|
-6%
|
|
|
1975
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$312K
|
+$992K
|
+5,212
|
New
|
|
