|
1951
|
Sapient Capital
Indianapolis,
Indiana
|
$232K
|
-$280K
|
-2,978
|
-55%
|
|
|
1952
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$230K
|
–
|
–
|
–
|
|
|
1953
|
Traveka Wealth
Los Altos,
California
|
$230K
|
+$6.5K
|
+69
|
+3%
|
|
|
1954
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$229K
|
-$3.2K
|
-34
|
-1%
|
|
|
1955
|
Axecap Investments
Mason,
Ohio
|
$229K
|
+$1.04K
|
+11
|
+0.5%
|
|
|
1956
|
Colonial River Investments
Midlothian,
Virginia
|
$229K
|
-$1.98K
|
-21
|
-0.9%
|
|
|
1957
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$229K
|
–
|
–
|
–
|
|
|
1958
|
Partners in Financial Planning
Salem,
Virginia
|
$228K
|
–
|
–
|
–
|
|
|
1959
|
Pursuit Wealth Strategies
Raleigh,
North Carolina
|
$228K
|
-$4.33K
|
-46
|
-2%
|
|
|
1960
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$227K
|
–
|
–
|
–
|
|
|
1961
|
Wealth Architects
Mountain View,
California
|
$227K
|
+$2.35K
|
+25
|
+1%
|
|
|
1962
|
Steinberganna Wealth Management
Huntington,
New York
|
$226K
|
+$1.88K
|
+20
|
+0.9%
|
|
|
1963
|
Manchester Capital Management
Manchester,
Vermont
|
$226K
|
-$188
|
-2
|
-0.1%
|
|
|
1964
|
Financial Engines Advisors
Santa Clara,
California
|
$226K
|
+$23.2K
|
+246
|
+12%
|
|
|
1965
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$226K
|
–
|
–
|
–
|
|
|
1966
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$226K
|
+$5.27K
|
+56
|
+2%
|
|
|
1967
|
Essex Investment Management
Boston,
Massachusetts
|
$225K
|
-$1.32K
|
-14
|
-0.6%
|
|
|
1968
|
R.M. Davis Inc
Portland,
Maine
|
$224K
|
-$28.4K
|
-302
|
-11%
|
|
|
1969
|
Midland Wealth Advisors
Effingham,
Illinois
|
$223K
|
-$38.6K
|
-410
|
-15%
|
|
|
1970
|
Cottage Street Advisors
Marion,
Massachusetts
|
$223K
|
+$753
|
+8
|
+0.3%
|
|
|
1971
|
Sonata Capital Group
Seattle,
Washington
|
$223K
|
–
|
–
|
–
|
|
|
1972
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$222K
|
–
|
–
|
–
|
|
|
1973
|
R.H. Investment Group
Scottsdale,
Arizona
|
$222K
|
–
|
–
|
–
|
|
|
1974
|
First Citizens Financial Corp
Mason City,
Iowa
|
$222K
|
-$44.7K
|
-475
|
-17%
|
|
|
1975
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$221K
|
–
|
–
|
–
|
|
