|
1951
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$311K
|
+$20.8K
|
+146
|
+7%
|
|
|
1952
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$311K
|
-$125K
|
-882
|
-9%
|
|
|
1953
|
Lokken Investment Group
Lewes,
Delaware
|
$311K
|
+$285
|
+2
|
+0.1%
|
|
|
1954
|
Holland Advisory Services
Ormond Beach,
Florida
|
$311K
|
+$315K
|
+2,214
|
New
|
|
|
1955
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$309K
|
+$711
|
+5
|
+0.2%
|
|
|
1956
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$309K
|
-$841K
|
-5,909
|
-73%
|
|
|
1957
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$308K
|
+$4.27K
|
+30
|
+1%
|
|
|
1958
|
Fox Run Management
Greenwich,
Connecticut
|
$308K
|
+$312K
|
+2,195
|
New
|
|
|
1959
|
Salomon & Ludwin
Richmond,
Virginia
|
$307K
|
+$11.4K
|
+80
|
+4%
|
|
|
1960
|
Financial Management Network
Mission Viejo,
California
|
$307K
|
+$1.14K
|
+8
|
+0.4%
|
|
|
1961
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$306K
|
+$20.3K
|
+143
|
+7%
|
|
|
1962
|
Vista Capital Partners
Portland,
Oregon
|
$306K
|
-$25.5K
|
-179
|
-8%
|
|
|
1963
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$306K
|
+$310K
|
+2,179
|
New
|
|
|
1964
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$305K
|
+$310K
|
+2,176
|
New
|
|
|
1965
|
|
$304K
|
+$10.1K
|
+71
|
+3%
|
|
|
1966
|
Childress Capital Advisors
Houston,
Texas
|
$304K
|
+$308K
|
+2,166
|
New
|
|
|
1967
|
|
$303K
|
–
|
–
|
–
|
|
|
1968
|
Catalyst Capital Advisors
Huntington,
New York
|
$303K
|
–
|
–
|
–
|
|
|
1969
|
Hemington Wealth Management
Falls Church,
Virginia
|
$303K
|
-$2.56K
|
-18
|
-0.8%
|
|
|
1970
|
Inspire Advisors
Meridian,
Idaho
|
$303K
|
+$307K
|
+2,159
|
New
|
|
|
1971
|
Hamilton Capital
Columbus,
Ohio
|
$302K
|
+$12.9K
|
+91
|
+4%
|
|
|
1972
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$302K
|
-$36.7K
|
-258
|
-11%
|
|
|
1973
|
Family Management
New York
|
$302K
|
–
|
–
|
–
|
|
|
1974
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$302K
|
–
|
–
|
–
|
|
|
1975
|
|
$301K
|
–
|
–
|
–
|
|
