|
1951
|
Callan Capital
La Jolla,
California
|
$439K
|
–
|
–
|
–
|
|
|
1952
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$439K
|
–
|
–
|
–
|
|
|
1953
|
L.J. Altfest & Co
New York
|
$439K
|
+$838
|
+2
|
+0.2%
|
|
|
1954
|
Brio Consultants
San Francisco,
California
|
$436K
|
-$36K
|
-86
|
-8%
|
|
|
1955
|
Auxano Advisors
Bellevue,
Washington
|
$435K
|
-$11.7K
|
-28
|
-3%
|
|
|
1956
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$434K
|
-$9.22K
|
-22
|
-2%
|
|
|
1957
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$434K
|
+$41.9K
|
+100
|
+11%
|
|
|
1958
|
Oak Harvest Investment Services
Houston,
Texas
|
$433K
|
-$3.35K
|
-8
|
-0.8%
|
|
|
1959
|
Better Money Decisions
Santa Fe,
New Mexico
|
$433K
|
+$838
|
+2
|
+0.2%
|
|
|
1960
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$432K
|
+$48.2K
|
+115
|
+13%
|
|
|
1961
|
Madden Advisory Services
Jacksonville,
Florida
|
$431K
|
+$28.9K
|
+69
|
+7%
|
|
|
1962
|
Eastern Bank
Boston,
Massachusetts
|
$430K
|
–
|
–
|
–
|
|
|
1963
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$430K
|
+$4.19K
|
+10
|
New
|
|
|
1964
|
Catalyst Private Wealth
San Mateo,
California
|
$429K
|
-$102K
|
-244
|
-20%
|
|
|
1965
|
PGIM Custom Harvest
Newark,
New Jersey
|
$429K
|
+$418K
|
+997
|
New
|
|
|
1966
|
Wolff Wiese Magana
Carslbad,
California
|
$425K
|
+$101K
|
+242
|
+32%
|
|
|
1967
|
AMI Investment Management
Kendallville,
Indiana
|
$424K
|
–
|
–
|
–
|
|
|
1968
|
Charles Schwab Trust
Henderson,
Nevada
|
$423K
|
-$39.4K
|
-94
|
-9%
|
|
|
1969
|
Garde Capital
Seattle,
Washington
|
$421K
|
-$838
|
-2
|
-0.2%
|
|
|
1970
|
Clear Perspective Advisors
Aurora,
Illinois
|
$417K
|
-$2.51K
|
-6
|
-0.6%
|
|
|
1971
|
Tuttle Capital Management
Riverside,
Connecticut
|
$415K
|
-$7.72M
|
-18,440
|
-95%
|
|
|
1972
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$415K
|
–
|
–
|
–
|
|
|
1973
|
Sabal Trust
St. Petersburg,
Florida
|
$408K
|
–
|
–
|
–
|
|
|
1974
|
WESPAC Advisors
Orinda,
California
|
$407K
|
+$167K
|
+399
|
+73%
|
|
|
1975
|
Old North State Trust
Greensboro,
North Carolina
|
$406K
|
–
|
–
|
–
|
|
