|
1951
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$214K
|
-$169K
|
-675
|
-41%
|
|
|
1952
|
Bigelow Investment Advisors
Portland,
Maine
|
$214K
|
-$67.8K
|
-270
|
-22%
|
|
|
1953
|
Biltmore Family Office
Charlotte,
North Carolina
|
$214K
|
-$22.6K
|
-90
|
-9%
|
|
|
1954
|
R.W. Roge & Company
Bohemia,
New York
|
$214K
|
+$3.77K
|
+15
|
+2%
|
|
|
1955
|
Strategic Global Advisors
Newport Beach,
California
|
$214K
|
+$242K
|
+963
|
New
|
|
|
1956
|
Epstein & White Financial
San Diego,
California
|
$213K
|
-$18.8K
|
-75
|
-7%
|
|
|
1957
|
Westshore Wealth
Newport Beach,
California
|
$213K
|
+$240K
|
+957
|
New
|
|
|
1958
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$212K
|
+$240K
|
+954
|
New
|
|
|
1959
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$211K
|
-$84.4K
|
-336
|
-26%
|
|
|
1960
|
|
$211K
|
+$238K
|
+948
|
New
|
|
|
1961
|
Crossvault Capital Management
San Antonio,
Texas
|
$210K
|
-$82.9K
|
-330
|
-26%
|
|
|
1962
|
SlateStone Wealth
Jupiter,
Florida
|
$210K
|
-$15.1K
|
-60
|
-6%
|
|
|
1963
|
Brightworth
Atlanta,
Georgia
|
$210K
|
+$3.01K
|
+12
|
+1%
|
|
|
1964
|
BT Wealth Management
Atlanta,
Georgia
|
$210K
|
+$237K
|
+945
|
New
|
|
|
1965
|
Destination Wealth Management
Walnut Creek,
California
|
$209K
|
-$385K
|
-1,533
|
-62%
|
|
|
1966
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$208K
|
-$6.46M
|
-25,737
|
-97%
|
|
|
1967
|
Tobias Financial Advisors
Plantation,
Florida
|
$208K
|
+$8.29K
|
+33
|
+4%
|
|
|
1968
|
M. Kraus & Co
Shelburne,
Vermont
|
$208K
|
+$16.6K
|
+66
|
+8%
|
|
|
1969
|
Omega Financial Group
Santa Barbara,
California
|
$208K
|
+$234K
|
+933
|
New
|
|
|
1970
|
Family Management
New York
|
$208K
|
+$235K
|
+936
|
New
|
|
|
1971
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$207K
|
–
|
–
|
–
|
|
|
1972
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$207K
|
–
|
–
|
–
|
|
|
1973
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$207K
|
+$233K
|
+930
|
New
|
|
|
1974
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$207K
|
+$234K
|
+933
|
New
|
|
|
1975
|
Brown Advisory Securities
Baltimore,
Maryland
|
$206K
|
-$5.27K
|
-21
|
-2%
|
|
