|
1951
|
Vision Retirement
Ridgewood,
New Jersey
|
$290K
|
+$287K
|
+3,247
|
New
|
|
|
1952
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$290K
|
-$38K
|
-430
|
-12%
|
|
|
1953
|
Adams Wealth Management
Logan,
Utah
|
$289K
|
+$8.22K
|
+93
|
+3%
|
|
|
1954
|
CacheTech Inc
Logan,
Utah
|
$289K
|
+$8.22K
|
+93
|
+3%
|
|
|
1955
|
Alpha Cubed Investments
Irvine,
California
|
$289K
|
+$43.2K
|
+489
|
+18%
|
|
|
1956
|
LWM Advisors
El Dorado Hills,
California
|
$287K
|
+$284K
|
+3,210
|
New
|
|
|
1957
|
IFC Advisors
Los Angeles,
California
|
$287K
|
-$57.2K
|
-647
|
-17%
|
|
|
1958
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$287K
|
–
|
–
|
–
|
|
|
1959
|
MKT Advisors
Escondido,
California
|
$286K
|
+$14.6K
|
+165
|
+6%
|
|
|
1960
|
IMG Wealth Management
Jacksonville,
Florida
|
$286K
|
+$105K
|
+1,184
|
+59%
|
|
|
1961
|
First Trust Advisors
Wheaton,
Illinois
|
$286K
|
-$64.2K
|
-726
|
-19%
|
|
|
1962
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$285K
|
+$282K
|
+3,191
|
New
|
|
|
1963
|
Livet Wealth
Salt Lake City,
Utah
|
$285K
|
+$282K
|
+3,187
|
New
|
|
|
1964
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$284K
|
+$281K
|
+3,177
|
New
|
|
|
1965
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$284K
|
+$16.8K
|
+190
|
+6%
|
|
|
1966
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$284K
|
+$3.01K
|
+34
|
+1%
|
|
|
1967
|
Confluence Investment Management
St. Louis,
Missouri
|
$283K
|
+$280K
|
+3,164
|
New
|
|
|
1968
|
Insight Advisors
Newtown,
Pennsylvania
|
$282K
|
-$27.8K
|
-314
|
-9%
|
|
|
1969
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$282K
|
-$17.1K
|
-193
|
-6%
|
|
|
1970
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$281K
|
+$35.7K
|
+404
|
+15%
|
|
|
1971
|
Meridian Investment Counsel
Lafayette,
California
|
$281K
|
+$44.3K
|
+501
|
+19%
|
|
|
1972
|
Integrity Advisory Solutions
Dallas,
Texas
|
$281K
|
-$57K
|
-645
|
-17%
|
|
|
1973
|
Rothschild Investment LLC
Chicago,
Illinois
|
$281K
|
+$27.1K
|
+307
|
+11%
|
|
|
1974
|
Avant Financial Advisors
Austin,
Texas
|
$281K
|
–
|
–
|
–
|
|
|
1975
|
West Wealth Group
Irvine,
California
|
$280K
|
-$91.6K
|
-1,036
|
-25%
|
|
