|
1951
|
Essex Investment Management
Boston,
Massachusetts
|
$228K
|
-$2.22K
|
-24
|
-1%
|
|
|
1952
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$228K
|
+$2.04K
|
+22
|
+0.9%
|
|
|
1953
|
Manchester Capital Management
Manchester,
Vermont
|
$228K
|
-$3.42K
|
-37
|
-2%
|
|
|
1954
|
Floyd Financial Group
Springfield,
Missouri
|
$228K
|
–
|
–
|
–
|
|
|
1955
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$228K
|
–
|
–
|
–
|
|
|
1956
|
Vines Capital Management
Monroe,
Louisiana
|
$228K
|
–
|
–
|
–
|
|
|
1957
|
Wealth Architects
Mountain View,
California
|
$227K
|
–
|
–
|
–
|
|
|
1958
|
Steinberganna Wealth Management
Huntington,
New York
|
$226K
|
+$1.67K
|
+18
|
+0.8%
|
|
|
1959
|
Williams Jones Wealth Management
New York
|
$226K
|
-$8.14K
|
-88
|
-4%
|
|
|
1960
|
Traveka Wealth
Los Altos,
California
|
$225K
|
-$2.77K
|
-30
|
-1%
|
|
|
1961
|
R.H. Investment Group
Scottsdale,
Arizona
|
$225K
|
–
|
–
|
–
|
|
|
1962
|
Accredited Investors
Edina,
Minnesota
|
$225K
|
-$10.8K
|
-117
|
-5%
|
|
|
1963
|
Goldstein Advisors
Madison,
Wisconsin
|
$225K
|
+$215K
|
+2,329
|
New
|
|
|
1964
|
Tiemann Investment Advisors
Menlo Park,
California
|
$225K
|
+$22.8K
|
+246
|
+12%
|
|
|
1965
|
Cottage Street Advisors
Marion,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
1966
|
Sonata Capital Group
Seattle,
Washington
|
$224K
|
–
|
–
|
–
|
|
|
1967
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$224K
|
+$120K
|
+1,300
|
+127%
|
|
|
1968
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$223K
|
+$1.2K
|
+13
|
+0.6%
|
|
|
1969
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$223K
|
–
|
–
|
–
|
|
|
1970
|
Parthenon LLC
Louisville,
Kentucky
|
$223K
|
–
|
–
|
–
|
|
|
1971
|
Stonebrook Private
Northville,
Michigan
|
$223K
|
-$15.6K
|
-169
|
-7%
|
|
|
1972
|
Auxano Advisors
Bellevue,
Washington
|
$222K
|
-$191K
|
-2,066
|
-47%
|
|
|
1973
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$222K
|
-$9.06K
|
-98
|
-4%
|
|
|
1974
|
Tudor Financial
Dayton,
Ohio
|
$222K
|
+$93
|
+1
|
+0%
|
|
|
1975
|
AllGen Financial Advisors
Orlando,
Florida
|
$222K
|
–
|
–
|
–
|
|
