|
1951
|
Worthington Financial Partners
Worthington,
Ohio
|
$821K
|
-$4.05K
|
-46
|
-0.4%
|
|
|
1952
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$820K
|
-$45.2K
|
-513
|
-4%
|
|
|
1953
|
OneFund LLC
Saint Petersburg,
Florida
|
$819K
|
-$15.7K
|
-178
|
-2%
|
|
|
1954
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$818K
|
+$28K
|
+318
|
+3%
|
|
|
1955
|
Everett Harris & Co
Los Angeles,
California
|
$818K
|
-$7.04K
|
-80
|
-0.7%
|
|
|
1956
|
Brown Financial Advisors
Milford,
Ohio
|
$817K
|
-$475K
|
-5,397
|
-32%
|
|
|
1957
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$817K
|
–
|
–
|
–
|
|
|
1958
|
Asahi Life Asset Management
Tokyo,
Japan
|
$815K
|
+$735K
|
+8,346
|
+272%
|
|
|
1959
|
Golden State Wealth Management
Santa Ana,
California
|
$815K
|
-$156K
|
-1,775
|
-13%
|
|
|
1960
|
Garde Capital
Seattle,
Washington
|
$814K
|
-$92.2K
|
-1,047
|
-8%
|
|
|
1961
|
MW Advisory
Atlanta,
Georgia
|
$813K
|
+$1M
|
+11,393
|
New
|
|
|
1962
|
Saxony Capital Management
St. Louis,
Missouri
|
$812K
|
+$54.6K
|
+620
|
+6%
|
|
|
1963
|
United Advisor Group
Cincinnati,
Ohio
|
$812K
|
+$62.5K
|
+710
|
+7%
|
|
|
1964
|
Howard Financial Services
Dallas,
Texas
|
$812K
|
-$9.95K
|
-113
|
-1%
|
|
|
1965
|
CNB Bank
Clearfield,
Pennsylvania
|
$811K
|
-$198K
|
-2,244
|
-16%
|
|
|
1966
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$810K
|
+$198K
|
+2,245
|
+25%
|
|
|
1967
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$809K
|
+$309K
|
+3,510
|
+45%
|
|
|
1968
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$809K
|
-$2.47K
|
-28
|
-0.2%
|
|
|
1969
|
Oak Ridge Investments
Chicago,
Illinois
|
$807K
|
-$20.4M
|
-231,254
|
-95%
|
|
|
1970
|
|
$806K
|
+$140K
|
+1,585
|
+16%
|
|
|
1971
|
Crux Wealth Advisors
Long Beach,
California
|
$806K
|
+$994K
|
+11,285
|
New
|
|
|
1972
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$805K
|
+$1.23K
|
+14
|
+0.1%
|
|
|
1973
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$803K
|
+$165K
|
+1,876
|
+20%
|
|
|
1974
|
Aster Capital Management
Dubai,
United Arab Emirates
|
$803K
|
+$929K
|
+10,548
|
+1,513%
|
|
|
1975
|
Means Investment Company
Bangor,
Maine
|
$802K
|
-$1.87M
|
-21,286
|
-65%
|
|
