|
1951
|
Morningstar Investment Management
Chicago,
Illinois
|
$244K
|
+$236K
|
+2,052
|
New
|
|
|
1952
|
1900 Wealth Management
San Antonio,
Texas
|
$244K
|
+$235K
|
+2,048
|
New
|
|
|
1953
|
FAS Wealth Partners
Leawood,
Kansas
|
$244K
|
-$34.1K
|
-297
|
-13%
|
|
|
1954
|
Quantum Financial Advisors
El Segundo,
California
|
$243K
|
+$460
|
+4
|
+0.2%
|
|
|
1955
|
Valmark Advisers
Akron,
Ohio
|
$242K
|
-$64.6K
|
-562
|
-22%
|
|
|
1956
|
State of Wyoming
Cheyenne,
Wyoming
|
$241K
|
-$7.24K
|
-63
|
-3%
|
|
|
1957
|
Tompkins Financial
Ithaca,
New York
|
$241K
|
–
|
–
|
–
|
|
|
1958
|
Smith Anglin Financial
Dallas,
Texas
|
$241K
|
+$230
|
+2
|
+0.1%
|
|
|
1959
|
Lifestyle Asset Management
Friendswood,
Texas
|
$239K
|
+$231K
|
+2,011
|
New
|
|
|
1960
|
Wedgewood Investors
Erie,
Pennsylvania
|
$239K
|
+$14.4K
|
+125
|
+7%
|
|
|
1961
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$238K
|
+$230K
|
+2,003
|
New
|
|
|
1962
|
Cooper/Haims Advisors
Victor,
New York
|
$238K
|
+$115
|
+1
|
+0%
|
|
|
1963
|
Cresta Advisors
Laredo,
Texas
|
$238K
|
–
|
–
|
–
|
|
|
1964
|
RBF Capital
San Francisco,
California
|
$238K
|
–
|
–
|
–
|
|
|
1965
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$238K
|
+$46.3K
|
+403
|
+25%
|
|
|
1966
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$238K
|
+$230K
|
+2,000
|
New
|
|
|
1967
|
Vigilant Capital Management
Portland,
Maine
|
$238K
|
–
|
–
|
–
|
|
|
1968
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$238K
|
+$575
|
+5
|
+0.3%
|
|
|
1969
|
Grandfield & Dodd
New York
|
$237K
|
+$4.48K
|
+39
|
+2%
|
|
|
1970
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$237K
|
-$46.3K
|
-403
|
-17%
|
|
|
1971
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$237K
|
-$1.72K
|
-15
|
-0.7%
|
|
|
1972
|
Members Trust
Tampa,
Florida
|
$237K
|
+$229K
|
+1,989
|
New
|
|
|
1973
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$235K
|
+$227K
|
+1,976
|
New
|
|
|
1974
|
Financial Perspectives
Minneapolis,
Minnesota
|
$235K
|
+$8.74K
|
+76
|
+4%
|
|
|
1975
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$235K
|
-$12.3K
|
-107
|
-5%
|
|
