|
1951
|
Colonial Trust
Spartanburg,
South Carolina
|
$218K
|
-$7.59K
|
-15
|
-3%
|
|
|
1952
|
Serenus Wealth Advisors
Santa Monica,
California
|
$217K
|
–
|
–
|
–
|
|
|
1953
|
Stevens Capital Partners
Omaha,
Nebraska
|
$217K
|
+$16.2K
|
+32
|
+7%
|
|
|
1954
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$217K
|
-$11.6K
|
-23
|
-5%
|
|
|
1955
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$217K
|
+$10.1K
|
+20
|
+4%
|
|
|
1956
|
Caden Capital Partners
Santa Monica,
California
|
$217K
|
+$155K
|
+307
|
+188%
|
|
|
1957
|
Aspen Grove Capital
Avon,
Colorado
|
$217K
|
+$14.2K
|
+28
|
+6%
|
|
|
1958
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$216K
|
-$2.53K
|
-5
|
-1%
|
|
|
1959
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$215K
|
+$506
|
+1
|
+0.2%
|
|
|
1960
|
Finer Wealth Management
Salem,
Massachusetts
|
$215K
|
–
|
–
|
–
|
|
|
1961
|
Shelter Rock Management
Jericho,
New York
|
$214K
|
–
|
–
|
–
|
|
|
1962
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$214K
|
+$235K
|
+465
|
New
|
|
|
1963
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$213K
|
-$12.8M
|
-25,381
|
-98%
|
|
|
1964
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$213K
|
-$5.06K
|
-10
|
-2%
|
|
|
1965
|
Seldon Capital
San Francisco,
California
|
$213K
|
–
|
–
|
–
|
|
|
1966
|
3Chopt Investment Partners
Richmond,
Virginia
|
$213K
|
+$11.6K
|
+23
|
+5%
|
|
|
1967
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$212K
|
+$506
|
+1
|
+0.2%
|
|
|
1968
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$212K
|
+$19.2K
|
+38
|
+9%
|
|
|
1969
|
Center for Financial Planning
Southfied,
Michigan
|
$211K
|
–
|
–
|
–
|
|
|
1970
|
Vilga Financial Planning
Fair Lawn,
New Jersey
|
$211K
|
+$4.55K
|
+9
|
+2%
|
|
|
1971
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$210K
|
-$30.9K
|
-61
|
-12%
|
|
|
1972
|
Alteri Wealth
Westlake Village,
California
|
$209K
|
-$14.7K
|
-29
|
-6%
|
|
|
1973
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$209K
|
+$2.53K
|
+5
|
+1%
|
|
|
1974
|
Focused Wealth Management
Newburgh,
New York
|
$209K
|
+$17.7K
|
+35
|
+8%
|
|
|
1975
|
Breakwater Investment Management
Seattle,
Washington
|
$208K
|
+$506
|
+1
|
+0.2%
|
|
