|
1951
|
Stratos Investment Management
Beachwood,
Ohio
|
$708K
|
+$147K
|
+2,451
|
+26%
|
|
|
1952
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$707K
|
-$1.14K
|
-19
|
-0.2%
|
|
|
1953
|
Partnervest Advisory Services
Santa Barbara,
California
|
$704K
|
-$23.9K
|
-399
|
-3%
|
|
|
1954
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$704K
|
+$9.63K
|
+161
|
+1%
|
|
|
1955
|
Gradient Capital Advisors
San Diego,
California
|
$703K
|
+$21K
|
+351
|
+3%
|
|
|
1956
|
Creative Financial Designs
Kokomo,
Indiana
|
$701K
|
+$49.2K
|
+822
|
+8%
|
|
|
1957
|
Clarity Wealth Advisors
San Jose,
California
|
$700K
|
+$120
|
+2
|
+0%
|
|
|
1958
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$699K
|
+$80.5K
|
+1,347
|
+13%
|
|
|
1959
|
TL Private Wealth
Southlake,
Texas
|
$698K
|
+$54.2K
|
+906
|
+7%
|
|
|
1960
|
|
$697K
|
+$197K
|
+3,291
|
+39%
|
|
|
1961
|
Weaver Consulting Group
Huntington Beach,
California
|
$695K
|
+$26.2K
|
+438
|
+4%
|
|
|
1962
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$695K
|
+$188K
|
+3,146
|
+37%
|
|
|
1963
|
Cordant Inc
Portland,
Oregon
|
$692K
|
-$633K
|
-10,586
|
-48%
|
|
|
1964
|
Vista Capital Partners
Portland,
Oregon
|
$691K
|
+$50.2K
|
+840
|
+8%
|
|
|
1965
|
InterOcean Capital
Chicago,
Illinois
|
$691K
|
+$82K
|
+1,371
|
+13%
|
|
|
1966
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$689K
|
-$199K
|
-3,333
|
-22%
|
|
|
1967
|
Tempus Wealth Planning
Irvine,
California
|
$689K
|
+$120
|
+2
|
+0%
|
|
|
1968
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$689K
|
+$16.9K
|
+283
|
+3%
|
|
|
1969
|
Menard Financial Group
Houston,
Texas
|
$687K
|
+$688K
|
+11,498
|
New
|
|
|
1970
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$686K
|
-$8.97K
|
-150
|
-1%
|
|
|
1971
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$682K
|
–
|
–
|
–
|
|
|
1972
|
Freedom Day Solutions
Houston,
Texas
|
$679K
|
+$326K
|
+5,448
|
+92%
|
|
|
1973
|
Parthenon LLC
Louisville,
Kentucky
|
$675K
|
-$14.9K
|
-250
|
-2%
|
|
|
1974
|
Jones Financial Companies
Des Peres,
Missouri
|
$674K
|
+$47.9K
|
+801
|
+8%
|
|
|
1975
|
First Bankers Trust
Louisville,
Kentucky
|
$673K
|
-$19.1K
|
-320
|
-3%
|
|
