|
1951
|
Legacy Capital Group California
Los Gatos,
California
|
$430K
|
-$5.22K
|
-74
|
-1%
|
|
|
1952
|
Vivaldi Capital Management
Chicago,
Illinois
|
$428K
|
+$32.7K
|
+463
|
+8%
|
|
|
1953
|
NFP Retirement Inc
Aliso Viejo,
California
|
$428K
|
+$1.2K
|
+17
|
+0.3%
|
|
|
1954
|
Bouchey Financial Group
Troy,
New York
|
$428K
|
-$15.7K
|
-222
|
-4%
|
|
|
1955
|
Opal Wealth Advisors
Jericho,
New York
|
$427K
|
+$11.9K
|
+168
|
+3%
|
|
|
1956
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$426K
|
+$81.2K
|
+1,150
|
+24%
|
|
|
1957
|
Wedgewood Investors
Erie,
Pennsylvania
|
$425K
|
-$19.8K
|
-280
|
-4%
|
|
|
1958
|
Fayez Sarofim & Co
Houston,
Texas
|
$424K
|
-$84.7K
|
-1,200
|
-17%
|
|
|
1959
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$424K
|
+$422K
|
+5,981
|
New
|
|
|
1960
|
Howard Financial Services
Dallas,
Texas
|
$424K
|
+$53.3K
|
+755
|
+14%
|
|
|
1961
|
Sound Stewardship
Overland Park,
Kansas
|
$423K
|
-$25.3K
|
-359
|
-6%
|
|
|
1962
|
Bingham Private Wealth
San Francisco,
California
|
$423K
|
+$134K
|
+1,892
|
+46%
|
|
|
1963
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$423K
|
-$29.5K
|
-418
|
-7%
|
|
|
1964
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$421K
|
–
|
–
|
–
|
|
|
1965
|
Sara-Bay Financial
Sarasota,
Florida
|
$421K
|
-$1.69K
|
-24
|
-0.4%
|
|
|
1966
|
TriaGen Wealth Management
Calabasas,
California
|
$421K
|
–
|
–
|
–
|
|
|
1967
|
German American Bancorp
Jasper,
Indiana
|
$420K
|
-$60K
|
-850
|
-13%
|
|
|
1968
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$420K
|
+$2.4K
|
+34
|
+0.6%
|
|
|
1969
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$419K
|
-$3.95K
|
-56
|
-0.9%
|
|
|
1970
|
Putney Financial Group
San Rafael,
California
|
$419K
|
-$8.47K
|
-120
|
-2%
|
|
|
1971
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$418K
|
-$14.8K
|
-210
|
-3%
|
|
|
1972
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$418K
|
+$62.8K
|
+890
|
+18%
|
|
|
1973
|
Gould Asset Management
Claremont,
California
|
$417K
|
–
|
–
|
–
|
|
|
1974
|
RiverFront Investment Group
Richmond,
Virginia
|
$417K
|
+$415K
|
+5,880
|
New
|
|
|
1975
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$415K
|
-$134K
|
-1,904
|
-23%
|
|
