|
1951
|
Corient IA
Miami,
Florida
|
$245K
|
+$258K
|
+2,500
|
New
|
|
|
1952
|
TCI Wealth Advisors
Tucson,
Arizona
|
$245K
|
-$198K
|
-1,920
|
-44%
|
|
|
1953
|
Martel Wealth Advisors
Vancouver,
Washington
|
$244K
|
+$257K
|
+2,487
|
New
|
|
|
1954
|
Wealth Advisors Northwest
Portland,
Oregon
|
$244K
|
-$7.86K
|
-76
|
-3%
|
|
|
1955
|
Atala Financial
Calabasas,
California
|
$243K
|
–
|
–
|
–
|
|
|
1956
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$243K
|
-$13.5K
|
-131
|
-5%
|
|
|
1957
|
Schnieders Capital Management
Pasadena,
California
|
$243K
|
–
|
–
|
–
|
|
|
1958
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$243K
|
-$51.6K
|
-499
|
-17%
|
|
|
1959
|
Sabal Trust
St. Petersburg,
Florida
|
$243K
|
-$1.03M
|
-9,965
|
-80%
|
|
|
1960
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$243K
|
-$7.75K
|
-75
|
-3%
|
|
|
1961
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$243K
|
-$149K
|
-1,437
|
-37%
|
|
|
1962
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$242K
|
+$2.79K
|
+27
|
+1%
|
|
|
1963
|
Secure Asset Management
Troy,
Michigan
|
$241K
|
-$14.8K
|
-143
|
-5%
|
|
|
1964
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$240K
|
+$253K
|
+2,446
|
New
|
|
|
1965
|
QTR Family Wealth
Lake Mary,
Florida
|
$240K
|
+$253K
|
+2,446
|
New
|
|
|
1966
|
Rice Hall James & Associates
San Diego,
California
|
$240K
|
-$2.38K
|
-23
|
-0.9%
|
|
|
1967
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$239K
|
+$252K
|
+2,439
|
New
|
|
|
1968
|
Dunhill Financial
London,
United Kingdom
|
$239K
|
-$1.86K
|
-18
|
-0.7%
|
|
|
1969
|
Northside Capital Management
Hood River,
Oregon
|
$236K
|
+$207
|
+2
|
+0.1%
|
|
|
1970
|
Oslo Pensjonsforsikring
Oslo,
|
$236K
|
-$90.6K
|
-876
|
-27%
|
|
|
1971
|
World Equity Group
Schaumburg,
Illinois
|
$235K
|
-$237K
|
-2,294
|
-49%
|
|
|
1972
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$235K
|
-$7.65K
|
-74
|
-3%
|
|
|
1973
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$235K
|
-$44.2K
|
-428
|
-15%
|
|
|
1974
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$234K
|
-$4.44M
|
-42,913
|
-95%
|
|
|
1975
|
Goldstein Advisors
Madison,
Wisconsin
|
$234K
|
+$4.24K
|
+41
|
+2%
|
|
