|
1951
|
Financial Engines Advisors
Santa Clara,
California
|
$226K
|
+$23.2K
|
+246
|
+12%
|
|
|
1952
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$226K
|
–
|
–
|
–
|
|
|
1953
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$226K
|
+$5.27K
|
+56
|
+2%
|
|
|
1954
|
Essex Investment Management
Boston,
Massachusetts
|
$225K
|
-$1.32K
|
-14
|
-0.6%
|
|
|
1955
|
R.M. Davis Inc
Portland,
Maine
|
$224K
|
-$28.4K
|
-302
|
-11%
|
|
|
1956
|
Midland Wealth Advisors
Effingham,
Illinois
|
$223K
|
-$38.6K
|
-410
|
-15%
|
|
|
1957
|
Cottage Street Advisors
Marion,
Massachusetts
|
$223K
|
+$753
|
+8
|
+0.3%
|
|
|
1958
|
Sonata Capital Group
Seattle,
Washington
|
$223K
|
–
|
–
|
–
|
|
|
1959
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$222K
|
–
|
–
|
–
|
|
|
1960
|
R.H. Investment Group
Scottsdale,
Arizona
|
$222K
|
–
|
–
|
–
|
|
|
1961
|
First Citizens Financial Corp
Mason City,
Iowa
|
$222K
|
-$44.7K
|
-475
|
-17%
|
|
|
1962
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$221K
|
–
|
–
|
–
|
|
|
1963
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$221K
|
+$1.51K
|
+16
|
+0.7%
|
|
|
1964
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$221K
|
+$20.4K
|
+217
|
+10%
|
|
|
1965
|
Parthenon LLC
Louisville,
Kentucky
|
$221K
|
–
|
–
|
–
|
|
|
1966
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$220K
|
+$12.3K
|
+131
|
+6%
|
|
|
1967
|
Tudor Financial
Dayton,
Ohio
|
$220K
|
–
|
–
|
–
|
|
|
1968
|
Callahan Advisors
Houston,
Texas
|
$220K
|
-$37.7K
|
-400
|
-15%
|
|
|
1969
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$220K
|
-$1.22K
|
-13
|
-0.6%
|
|
|
1970
|
AllGen Financial Advisors
Orlando,
Florida
|
$220K
|
–
|
–
|
–
|
|
|
1971
|
Alamar Capital Management
Santa Barbara,
California
|
$220K
|
–
|
–
|
–
|
|
|
1972
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$220K
|
+$17.1K
|
+182
|
+9%
|
|
|
1973
|
InceptionR
Lafayette,
California
|
$219K
|
+$216K
|
+2,290
|
New
|
|
|
1974
|
Private Management Group
Irvine,
California
|
$219K
|
–
|
–
|
–
|
|
|
1975
|
Stonebrook Private
Northville,
Michigan
|
$219K
|
-$2.07K
|
-22
|
-1%
|
|
