|
1951
|
Truepoint Inc
Cincinnati,
Ohio
|
$277K
|
+$281K
|
+2,885
|
New
|
|
|
1952
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$277K
|
-$12.8K
|
-132
|
-4%
|
|
|
1953
|
Martel Wealth Advisors
Vancouver,
Washington
|
$277K
|
+$45.6K
|
+468
|
+19%
|
|
|
1954
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$276K
|
–
|
–
|
–
|
|
|
1955
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$276K
|
+$17K
|
+175
|
+6%
|
|
|
1956
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$275K
|
-$1.36K
|
-14
|
-0.5%
|
|
|
1957
|
Physician Wealth Advisors
Midvale,
Utah
|
$275K
|
–
|
–
|
–
|
|
|
1958
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$275K
|
+$17.9K
|
+184
|
+7%
|
|
|
1959
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$275K
|
+$12.9K
|
+133
|
+5%
|
|
|
1960
|
JB Capital
Wethersfield,
Connecticut
|
$274K
|
-$3.62M
|
-37,156
|
-93%
|
|
|
1961
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$274K
|
+$62.6K
|
+643
|
+29%
|
|
|
1962
|
Drive Wealth Management
Lehi,
Utah
|
$274K
|
-$7.79K
|
-80
|
-3%
|
|
|
1963
|
Burney Company
Reston,
Virginia
|
$274K
|
-$389
|
-4
|
-0.1%
|
|
|
1964
|
Fort Point Capital Partners
San Francisco,
California
|
$274K
|
+$3.12K
|
+32
|
+1%
|
|
|
1965
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$274K
|
-$38.4K
|
-394
|
-12%
|
|
|
1966
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$273K
|
-$16.4K
|
-168
|
-6%
|
|
|
1967
|
Traveka Wealth
Los Altos,
California
|
$273K
|
+$277K
|
+2,848
|
New
|
|
|
1968
|
|
$273K
|
–
|
–
|
–
|
|
|
1969
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$273K
|
+$50.9K
|
+523
|
+23%
|
|
|
1970
|
Zevin Asset Management
Boston,
Massachusetts
|
$273K
|
-$973
|
-10
|
-0.4%
|
|
|
1971
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$273K
|
-$10K
|
-103
|
-4%
|
|
|
1972
|
First Business Financial Services
Madison,
Wisconsin
|
$272K
|
+$22.4K
|
+230
|
+9%
|
|
|
1973
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$272K
|
-$39.3K
|
-404
|
-12%
|
|
|
1974
|
ABLE Financial Group
Scottsdale,
Arizona
|
$272K
|
-$328K
|
-3,371
|
-54%
|
|
|
1975
|
LVW Advisors
Pittsford,
New York
|
$272K
|
-$55.6K
|
-571
|
-17%
|
|
