|
1951
|
Transform Wealth
Greenwood Village,
Colorado
|
$231K
|
-$3.48M
|
-29,430
|
-93%
|
|
|
1952
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$231K
|
–
|
–
|
–
|
|
|
1953
|
McRae Capital Management
Morristown,
New Jersey
|
$230K
|
-$17.7K
|
-150
|
-6%
|
|
|
1954
|
Field & Main Bank
Henderson,
Kentucky
|
$229K
|
-$5.91K
|
-50
|
-2%
|
|
|
1955
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$228K
|
-$6.62K
|
-56
|
-2%
|
|
|
1956
|
Westside Investment Management
Santa Monica,
California
|
$227K
|
–
|
–
|
–
|
|
|
1957
|
Ignite Planners
San Clemente,
California
|
$227K
|
-$304K
|
-2,573
|
-55%
|
|
|
1958
|
Whitney & Co
Rochester,
New York
|
$227K
|
-$591
|
-5
|
-0.2%
|
|
|
1959
|
JB Capital
Wethersfield,
Connecticut
|
$227K
|
+$946
|
+8
|
+0.4%
|
|
|
1960
|
Centaurus Financial
Anaheim,
California
|
$227K
|
+$10.4K
|
+88
|
+4%
|
|
|
1961
|
Cladis Investment Advisory
Billings,
Montana
|
$227K
|
–
|
–
|
–
|
|
|
1962
|
Northstar Advisory Group
Northfield,
New Jersey
|
$226K
|
-$256K
|
-2,164
|
-50%
|
|
|
1963
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$226K
|
–
|
–
|
–
|
|
|
1964
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$226K
|
+$262K
|
+2,215
|
New
|
|
|
1965
|
DRW Securities
Chicago,
Illinois
|
$225K
|
-$186K
|
-1,574
|
-42%
|
|
|
1966
|
Hourglass Capital
Houston,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
1967
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$224K
|
-$3.78K
|
-32
|
-1%
|
|
|
1968
|
Members Trust
Tampa,
Florida
|
$224K
|
-$1.89K
|
-16
|
-0.7%
|
|
|
1969
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$223K
|
-$101K
|
-850
|
-28%
|
|
|
1970
|
|
$222K
|
-$469K
|
-3,968
|
-65%
|
|
|
1971
|
Cozad Asset Management
Champaign,
Illinois
|
$220K
|
-$11.8K
|
-100
|
-4%
|
|
|
1972
|
Bray Capital Advisors
Naples,
Florida
|
$220K
|
–
|
–
|
–
|
|
|
1973
|
L2 Asset Management
Wayland,
Massachusetts
|
$220K
|
+$3.9K
|
+33
|
+2%
|
|
|
1974
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$220K
|
+$35.5K
|
+300
|
+16%
|
|
|
1975
|
Pin Oak Investment Advisors
Houston,
Texas
|
$219K
|
–
|
–
|
–
|
|
