|
1951
|
Sonora Investment Management Group
Tucson,
Arizona
|
$511K
|
-$10.7K
|
-31
|
-2%
|
|
|
1952
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$509K
|
-$13.1K
|
-38
|
-2%
|
|
|
1953
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$509K
|
–
|
–
|
–
|
|
|
1954
|
Cypress Wealth Services
Palm Desert,
California
|
$508K
|
-$27.2K
|
-79
|
-5%
|
|
|
1955
|
Washington Trust
Westerly,
Rhode Island
|
$507K
|
–
|
–
|
–
|
|
|
1956
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$507K
|
+$1.03K
|
+3
|
+0.2%
|
|
|
1957
|
Fox Run Management
Greenwich,
Connecticut
|
$506K
|
+$552K
|
+1,604
|
New
|
|
|
1958
|
Renaissance Technologies
New York
|
$505K
|
+$551K
|
+1,600
|
New
|
|
|
1959
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$502K
|
+$87.8K
|
+255
|
+19%
|
|
|
1960
|
SP Asset Management
Cupertino,
California
|
$501K
|
+$689
|
+2
|
+0.1%
|
|
|
1961
|
UBP Investment Advisors
Geneva,
Switzerland
|
$500K
|
–
|
–
|
–
|
|
|
1962
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$499K
|
-$17.2K
|
-50
|
-3%
|
|
|
1963
|
Atwater Malick
Lancaster,
Pennsylvania
|
$498K
|
–
|
–
|
–
|
|
|
1964
|
Rothschild Investment LLC
Chicago,
Illinois
|
$498K
|
+$42.7K
|
+124
|
+9%
|
|
|
1965
|
FLC Capital Advisors
Palm Desert,
California
|
$497K
|
–
|
–
|
–
|
|
|
1966
|
Beaton Management Company
Haverhill,
Massachusetts
|
$496K
|
–
|
–
|
–
|
|
|
1967
|
CEDRUS
Littleton,
Colorado
|
$496K
|
+$36.9K
|
+107
|
+7%
|
|
|
1968
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$495K
|
-$210K
|
-610
|
-28%
|
|
|
1969
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$495K
|
+$2.75K
|
+8
|
+0.5%
|
|
|
1970
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$494K
|
-$3.44K
|
-10
|
-0.6%
|
|
|
1971
|
Webster Bank
Waterbury,
Connecticut
|
$492K
|
-$13.8K
|
-40
|
-2%
|
|
|
1972
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$491K
|
+$536K
|
+1,555
|
New
|
|
|
1973
|
Bridgeworth
Birmingham,
Alabama
|
$490K
|
+$17.2K
|
+50
|
+3%
|
|
|
1974
|
Bulltick Wealth Management
Miami,
Florida
|
$489K
|
-$145K
|
-422
|
-21%
|
|
|
1975
|
Wealth Architects
Mountain View,
California
|
$487K
|
-$102K
|
-297
|
-16%
|
|
