|
1951
|
Clean Yield Group
Norwich,
Vermont
|
$636K
|
+$1.99K
|
+6
|
+0.3%
|
|
|
1952
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$634K
|
–
|
–
|
–
|
|
|
1953
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$634K
|
+$331
|
+1
|
+0%
|
|
|
1954
|
Weatherly Asset Management
Del Mar,
California
|
$632K
|
–
|
–
|
–
|
|
|
1955
|
Telos Capital Management
San Diego,
California
|
$631K
|
-$167K
|
-503
|
-21%
|
|
|
1956
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$631K
|
+$27.5K
|
+83
|
+5%
|
|
|
1957
|
Virtue Capital Management
Brentwood,
Tennessee
|
$631K
|
+$625K
|
+1,885
|
New
|
|
|
1958
|
Friedenthal Financial
Marlton,
New Jersey
|
$630K
|
-$147K
|
-445
|
-19%
|
|
|
1959
|
Provident Investment Management
Novi,
Michigan
|
$630K
|
-$58K
|
-175
|
-9%
|
|
|
1960
|
Capital World Investors
Los Angeles,
California
|
$629K
|
+$627K
|
+1,891
|
New
|
|
|
1961
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$624K
|
-$60K
|
-181
|
-9%
|
|
|
1962
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$623K
|
-$1.99K
|
-6
|
-0.3%
|
|
|
1963
|
SP Asset Management
Cupertino,
California
|
$622K
|
+$36.8K
|
+111
|
+7%
|
|
|
1964
|
Bank of Stockton
Stockton,
California
|
$621K
|
–
|
–
|
–
|
|
|
1965
|
Sather Financial Group
Victoria,
Texas
|
$619K
|
–
|
–
|
–
|
|
|
1966
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$618K
|
-$41.4K
|
-125
|
-6%
|
|
|
1967
|
Hutchinson Capital Management
San Rafael,
California
|
$617K
|
-$21.5K
|
-65
|
-3%
|
|
|
1968
|
Strategic Wealth Partners
Independence,
Ohio
|
$616K
|
-$388K
|
-1,172
|
-39%
|
|
|
1969
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$614K
|
-$166K
|
-501
|
-21%
|
|
|
1970
|
Insight Wealth Strategies
San Ramon,
California
|
$611K
|
+$76.9K
|
+232
|
+15%
|
|
|
1971
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$608K
|
–
|
–
|
–
|
|
|
1972
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$603K
|
–
|
–
|
–
|
|
|
1973
|
NKCFO LLC
Geneva,
Illinois
|
$603K
|
+$331K
|
+1,000
|
+125%
|
|
|
1974
|
American Research & Management Company
Marion,
Massachusetts
|
$601K
|
–
|
–
|
–
|
|
|
1975
|
Optimal Asset Management
Los Altos,
California
|
$601K
|
+$6.96K
|
+21
|
+1%
|
|
