|
1951
|
Pacific Sun Financial
Los Angeles,
California
|
$288K
|
-$61.4K
|
-300
|
-18%
|
|
|
1952
|
Peck Wealth Management
White Plains,
New York
|
$288K
|
+$4.09K
|
+20
|
+2%
|
|
|
1953
|
Nikulski Financial
Bettendorf,
Iowa
|
$287K
|
-$63.4K
|
-310
|
-19%
|
|
|
1954
|
Orser Capital Management
Southlake,
Texas
|
$287K
|
+$276K
|
+1,350
|
New
|
|
|
1955
|
Everhart Financial Group
Dublin,
Ohio
|
$286K
|
+$275K
|
+1,344
|
New
|
|
|
1956
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$285K
|
-$205
|
-1
|
-0.1%
|
|
|
1957
|
Garde Capital
Seattle,
Washington
|
$284K
|
-$819
|
-4
|
-0.3%
|
|
|
1958
|
Tobias Financial Advisors
Plantation,
Florida
|
$283K
|
–
|
–
|
–
|
|
|
1959
|
TFC Financial Management
Boston,
Massachusetts
|
$282K
|
+$1.02K
|
+5
|
+0.4%
|
|
|
1960
|
Kesler Norman & Wride
Ogden,
Utah
|
$281K
|
+$819
|
+4
|
+0.3%
|
|
|
1961
|
Cooper Financial Group
Irvine,
California
|
$281K
|
-$8.19K
|
-40
|
-3%
|
|
|
1962
|
Fogel Capital Management
Stuart,
Florida
|
$281K
|
–
|
–
|
–
|
|
|
1963
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$280K
|
–
|
–
|
–
|
|
|
1964
|
Archvest Wealth Advisors
Concord,
California
|
$279K
|
-$1.64K
|
-8
|
-0.6%
|
|
|
1965
|
Equity Wealth Partners
Independence,
Missouri
|
$279K
|
+$268K
|
+1,311
|
New
|
|
|
1966
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$279K
|
+$51.2K
|
+250
|
+24%
|
|
|
1967
|
Sargent Investment Group
Bethesda,
Maryland
|
$279K
|
+$48.9K
|
+239
|
+22%
|
|
|
1968
|
Stack Financial Management
Whitefish,
Montana
|
$279K
|
+$268K
|
+1,309
|
New
|
|
|
1969
|
Bricktown Capital
Detroit,
Michigan
|
$278K
|
–
|
–
|
–
|
|
|
1970
|
Valley Wealth Managers
Paramus,
New Jersey
|
$277K
|
-$15.2M
|
-74,158
|
-98%
|
|
|
1971
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$277K
|
–
|
–
|
–
|
|
|
1972
|
SYM Financial Corp
Winona Lake,
Indiana
|
$276K
|
+$9.41K
|
+46
|
+4%
|
|
|
1973
|
Sylvest Advisors
Dallas,
Texas
|
$276K
|
+$50.1K
|
+245
|
+23%
|
|
|
1974
|
Tortoise Investment Management
White Plains,
New York
|
$275K
|
+$31.5K
|
+154
|
+14%
|
|
|
1975
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$275K
|
+$109K
|
+531
|
+70%
|
|
