|
1951
|
Pacific Center for Financial Services
San Ramon,
California
|
$243K
|
–
|
–
|
–
|
|
|
1952
|
Alterna Wealth Management
Houston,
Texas
|
$243K
|
+$266K
|
+2,692
|
New
|
|
|
1953
|
Haven Private
Orlando,
Florida
|
$243K
|
+$266K
|
+2,692
|
New
|
|
|
1954
|
Members Trust
Tampa,
Florida
|
$242K
|
+$265K
|
+2,684
|
New
|
|
|
1955
|
Robinswood Financial
Kirkland,
Washington
|
$242K
|
+$395
|
+4
|
+0.1%
|
|
|
1956
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$241K
|
–
|
–
|
–
|
|
|
1957
|
Cetera Trust Company
St. Paul,
Minnesota
|
$240K
|
–
|
–
|
–
|
|
|
1958
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$240K
|
-$33.5K
|
-340
|
-11%
|
|
|
1959
|
Bowman & Company
Oshkosh,
Wisconsin
|
$239K
|
+$789
|
+8
|
+0.3%
|
|
|
1960
|
LexAurum Advisors
Overland Park,
Kansas
|
$239K
|
-$22.5K
|
-228
|
-8%
|
|
|
1961
|
Claris Financial
Glen Allen,
Virginia
|
$237K
|
–
|
–
|
–
|
|
|
1962
|
Five Oceans Advisors
Santa Monica,
California
|
$237K
|
–
|
–
|
–
|
|
|
1963
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$235K
|
–
|
–
|
–
|
|
|
1964
|
Foster Group
West Des Moines,
Iowa
|
$235K
|
–
|
–
|
–
|
|
|
1965
|
Security Financial Services
Fort Wayne,
Indiana
|
$234K
|
–
|
–
|
–
|
|
|
1966
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$234K
|
+$42.6K
|
+432
|
+20%
|
|
|
1967
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$233K
|
+$255K
|
+2,584
|
New
|
|
|
1968
|
M.E. Allison & Co
San Antonio,
Texas
|
$233K
|
–
|
–
|
–
|
|
|
1969
|
RVW Wealth
Los Angeles,
California
|
$233K
|
–
|
–
|
–
|
|
|
1970
|
Howard Financial Services
Dallas,
Texas
|
$233K
|
+$395
|
+4
|
+0.2%
|
|
|
1971
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$232K
|
–
|
–
|
–
|
|
|
1972
|
Fiduciary Group
Savannah,
Georgia
|
$231K
|
–
|
–
|
–
|
|
|
1973
|
Capital Research Global Investors
Los Angeles,
California
|
$231K
|
-$589K
|
-5,972
|
-70%
|
|
|
1974
|
Investors Research Corp
Atlanta,
Georgia
|
$231K
|
–
|
–
|
–
|
|
|
1975
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$231K
|
+$253K
|
+2,560
|
New
|
|
