|
1951
|
BetterWealth
San Jose,
California
|
$284K
|
+$14.9K
|
+160
|
+5%
|
|
|
1952
|
Meeder Asset Management
Dublin,
Ohio
|
$283K
|
+$61.2K
|
+658
|
+27%
|
|
|
1953
|
Monterey Private Wealth
Monterey,
California
|
$283K
|
+$1.3K
|
+14
|
+0.5%
|
|
|
1954
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$282K
|
-$9.3K
|
-100
|
-3%
|
|
|
1955
|
Bridgefront Capital
Austin,
Texas
|
$282K
|
-$1.2M
|
-12,944
|
-81%
|
|
|
1956
|
Park National Corp
Newark,
Ohio
|
$282K
|
+$32.5K
|
+349
|
+13%
|
|
|
1957
|
Financial Management Network
Mission Viejo,
California
|
$281K
|
+$298K
|
+3,204
|
New
|
|
|
1958
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$280K
|
+$651
|
+7
|
+0.2%
|
|
|
1959
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$280K
|
-$70.3K
|
-756
|
-20%
|
|
|
1960
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$280K
|
-$15.5K
|
-167
|
-5%
|
|
|
1961
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$280K
|
-$20.9K
|
-225
|
-7%
|
|
|
1962
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$279K
|
-$40.6K
|
-436
|
-13%
|
|
|
1963
|
CRA Financial Services
Northfield,
New Jersey
|
$279K
|
-$4.65K
|
-50
|
-2%
|
|
|
1964
|
First Bankers Trust
Louisville,
Kentucky
|
$279K
|
+$3.81K
|
+41
|
+1%
|
|
|
1965
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$278K
|
-$2.6K
|
-28
|
-0.9%
|
|
|
1966
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$278K
|
-$33.1K
|
-356
|
-10%
|
|
|
1967
|
Journey Advisory Group
Covington,
Kentucky
|
$278K
|
+$9.3K
|
+100
|
+3%
|
|
|
1968
|
Oxford Financial Group
Carmel,
Indiana
|
$278K
|
-$177K
|
-1,902
|
-39%
|
|
|
1969
|
Tempus Wealth Planning
Irvine,
California
|
$277K
|
+$8.19K
|
+88
|
+3%
|
|
|
1970
|
Axim Planning & Wealth
Springboro,
Ohio
|
$277K
|
–
|
–
|
–
|
|
|
1971
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$276K
|
+$5.39K
|
+58
|
+2%
|
|
|
1972
|
Legacy Capital Group California
Los Gatos,
California
|
$276K
|
+$18K
|
+193
|
+7%
|
|
|
1973
|
S&T Bank
Indiana,
Pennsylvania
|
$276K
|
–
|
–
|
–
|
|
|
1974
|
Savvy Advisors Inc
New York
|
$275K
|
+$279K
|
+3,004
|
New
|
|
|
1975
|
Key Financial Inc
West Chester,
Pennsylvania
|
$274K
|
–
|
–
|
–
|
|
