|
1951
|
Mills Wealth Advisors
Southlake,
Texas
|
$327K
|
+$337K
|
+732
|
New
|
|
|
1952
|
LifeWealth Investments
Winter Garden,
Florida
|
$327K
|
-$182K
|
-396
|
-35%
|
|
|
1953
|
Chelsea Counsel Company
Los Angeles,
California
|
$326K
|
-$27.2K
|
-59
|
-7%
|
|
|
1954
|
Midland Wealth Advisors
Effingham,
Illinois
|
$326K
|
-$36.4K
|
-79
|
-10%
|
|
|
1955
|
Orion Capital Management
Coronado,
California
|
$325K
|
+$250K
|
+544
|
+296%
|
|
|
1956
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$325K
|
+$9.21K
|
+20
|
+3%
|
|
|
1957
|
Eagle Global Advisors
Houston,
Texas
|
$324K
|
-$115K
|
-250
|
-26%
|
|
|
1958
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$324K
|
-$75K
|
-163
|
-18%
|
|
|
1959
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$324K
|
–
|
–
|
–
|
|
|
1960
|
Signal Advisors Wealth
Detroit,
Michigan
|
$323K
|
-$133K
|
-288
|
-28%
|
|
|
1961
|
Spinnaker Trust
Portland,
Maine
|
$322K
|
+$23K
|
+50
|
+7%
|
|
|
1962
|
Legacy Bridge
West Des Moines,
Iowa
|
$322K
|
-$8.29K
|
-18
|
-2%
|
|
|
1963
|
Capital Advantage
Walnut Creek,
California
|
$322K
|
–
|
–
|
–
|
|
|
1964
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$321K
|
+$21.6K
|
+47
|
+7%
|
|
|
1965
|
Kaufman Rossin Wealth
Miami,
Florida
|
$321K
|
+$331K
|
+718
|
New
|
|
|
1966
|
GM Advisory Group
Melville,
New York
|
$321K
|
+$116K
|
+253
|
+54%
|
|
|
1967
|
Cromwell Holdings
Jackson,
Wyoming
|
$320K
|
–
|
–
|
–
|
|
|
1968
|
Portfolio Strategies
Monsey,
New York
|
$319K
|
-$7.83K
|
-17
|
-2%
|
|
|
1969
|
RDA Financial Network
Akron,
Iowa
|
$319K
|
-$1.34M
|
-2,916
|
-80%
|
|
|
1970
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$318K
|
–
|
–
|
–
|
|
|
1971
|
First National Corp
Rockland,
Massachusetts
|
$318K
|
-$34.5K
|
-75
|
-10%
|
|
|
1972
|
Northside Capital Management
Hood River,
Oregon
|
$317K
|
–
|
–
|
–
|
|
|
1973
|
Dimension Capital Management
Coral Gables,
Florida
|
$316K
|
-$9.67K
|
-21
|
-3%
|
|
|
1974
|
Trustco Bank (New York)
Albany,
New York
|
$316K
|
-$11.5K
|
-25
|
-3%
|
|
|
1975
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$316K
|
+$82.4K
|
+179
|
+34%
|
|
