|
1951
|
Gradient Capital Advisors
San Diego,
California
|
$260K
|
+$33.8K
|
+112
|
+13%
|
|
|
1952
|
Holland Advisory Services
Ormond Beach,
Florida
|
$259K
|
–
|
–
|
–
|
|
|
1953
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$258K
|
-$23.1M
|
-76,375
|
-99%
|
|
|
1954
|
Diligent Investors
Redlands,
California
|
$258K
|
-$30.2K
|
-100
|
-9%
|
|
|
1955
|
1900 Wealth Management
San Antonio,
Texas
|
$258K
|
-$27.2K
|
-90
|
-9%
|
|
|
1956
|
Asset Planning Services Inc
Covington,
Louisiana
|
$258K
|
+$9.05K
|
+30
|
+3%
|
|
|
1957
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$257K
|
-$65.8K
|
-218
|
-18%
|
|
|
1958
|
High Net Worth Advisory Group
Naples,
Florida
|
$257K
|
-$44.1K
|
-146
|
-13%
|
|
|
1959
|
BFSG LLC
Irvine,
California
|
$257K
|
+$290K
|
+962
|
New
|
|
|
1960
|
|
$256K
|
-$231K
|
-764
|
-44%
|
|
|
1961
|
Armbruster Capital Management
Pittsford,
New York
|
$256K
|
-$4.53K
|
-15
|
-2%
|
|
|
1962
|
Mayport LLC
Newton,
Massachusetts
|
$255K
|
–
|
–
|
–
|
|
|
1963
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$255K
|
+$30.2K
|
+100
|
+12%
|
|
|
1964
|
Family Capital Trust
Peabody,
Massachusetts
|
$253K
|
–
|
–
|
–
|
|
|
1965
|
Exeter Financial
Scottsdale,
Arizona
|
$253K
|
+$31.4K
|
+104
|
+13%
|
|
|
1966
|
Freedom Investment Management
Hartford,
Connecticut
|
$252K
|
-$94.2K
|
-312
|
-25%
|
|
|
1967
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$250K
|
-$4.53K
|
-15
|
-2%
|
|
|
1968
|
Grandfield & Dodd
New York
|
$250K
|
–
|
–
|
–
|
|
|
1969
|
KFA Private Wealth Group
Tysons,
Virginia
|
$250K
|
+$905
|
+3
|
+0.3%
|
|
|
1970
|
Paulson Wealth Management
Wheaton,
Illinois
|
$250K
|
+$283K
|
+937
|
New
|
|
|
1971
|
Wedgewood Investors
Erie,
Pennsylvania
|
$249K
|
–
|
–
|
–
|
|
|
1972
|
TL Private Wealth
Southlake,
Texas
|
$249K
|
+$302
|
+1
|
+0.1%
|
|
|
1973
|
Lloyd Park
Wilmette,
Illinois
|
$248K
|
-$136K
|
-449
|
-33%
|
|
|
1974
|
McAlister Sweet & Associates
Houston,
Texas
|
$246K
|
-$57.3K
|
-190
|
-17%
|
|
|
1975
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$246K
|
-$3.02K
|
-10
|
-1%
|
|
