|
1951
|
Fermata Advisors
Sonoma,
California
|
$232K
|
+$249K
|
+2,425
|
New
|
|
|
1952
|
West Oak Capital
Westlake Village,
California
|
$232K
|
+$20.6K
|
+200
|
+9%
|
|
|
1953
|
S&CO Inc
Boston,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
1954
|
High Note Wealth
Deephaven,
Minnesota
|
$230K
|
+$7.92K
|
+77
|
+3%
|
|
|
1955
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$230K
|
+$30.9K
|
+300
|
+14%
|
|
|
1956
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$230K
|
–
|
–
|
–
|
|
|
1957
|
BCGM Wealth Management
Lafayette,
Indiana
|
$229K
|
–
|
–
|
–
|
|
|
1958
|
Belpointe Asset Management
Reno,
Nevada
|
$229K
|
-$184K
|
-1,792
|
-43%
|
|
|
1959
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$229K
|
+$3.09K
|
+30
|
+1%
|
|
|
1960
|
Advance Capital Management
Southfield,
Michigan
|
$229K
|
+$1.23K
|
+12
|
+0.5%
|
|
|
1961
|
Gradient Investments
Arden Hills,
Minnesota
|
$229K
|
+$72.8K
|
+708
|
+42%
|
|
|
1962
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$228K
|
-$103
|
-1
|
-0%
|
|
|
1963
|
Hollencrest Capital Management
Newport Beach,
California
|
$227K
|
-$525K
|
-5,100
|
-68%
|
|
|
1964
|
Truvestments Capital
Sarasota,
Florida
|
$227K
|
+$15.8K
|
+154
|
+7%
|
|
|
1965
|
Simon Quick Advisors
Morristown,
New Jersey
|
$227K
|
+$244K
|
+2,374
|
New
|
|
|
1966
|
360 Financial
Wayzata,
Minnesota
|
$227K
|
-$5.56K
|
-54
|
-2%
|
|
|
1967
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$227K
|
+$411
|
+4
|
+0.2%
|
|
|
1968
|
JB Capital
Wethersfield,
Connecticut
|
$227K
|
+$309
|
+3
|
+0.1%
|
|
|
1969
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$227K
|
-$17K
|
-165
|
-7%
|
|
|
1970
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$226K
|
-$12.9K
|
-125
|
-5%
|
|
|
1971
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
1972
|
Ignite Planners
San Clemente,
California
|
$224K
|
-$11.7K
|
-114
|
-5%
|
|
|
1973
|
Stockman Wealth Management
Billings,
Montana
|
$224K
|
+$9.26K
|
+90
|
+4%
|
|
|
1974
|
tru Independence
Portland,
Oregon
|
$223K
|
+$24.3K
|
+236
|
+11%
|
|
|
1975
|
Cozad Asset Management
Champaign,
Illinois
|
$222K
|
-$5.14K
|
-50
|
-2%
|
|
