|
1951
|
Seed Wealth Management
Evanston,
Illinois
|
$253K
|
–
|
–
|
–
|
|
|
1952
|
Fire Capital Management
San Francisco,
California
|
$253K
|
+$270K
|
+1,349
|
New
|
|
|
1953
|
Gerber LLC
Columbus,
Ohio
|
$253K
|
–
|
–
|
–
|
|
|
1954
|
|
$252K
|
+$269K
|
+1,346
|
New
|
|
|
1955
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$251K
|
+$26.2K
|
+131
|
+11%
|
|
|
1956
|
Uptown Financial Advisors
Dallas,
Texas
|
$251K
|
+$268K
|
+1,340
|
New
|
|
|
1957
|
Aspen Grove Capital
Avon,
Colorado
|
$251K
|
–
|
–
|
–
|
|
|
1958
|
Stephens Consulting
Flint,
Michigan
|
$251K
|
+$9.99K
|
+50
|
+4%
|
|
|
1959
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$251K
|
–
|
–
|
–
|
|
|
1960
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$251K
|
-$88.9K
|
-445
|
-25%
|
|
|
1961
|
Angeles Investment Advisors
Santa Monica,
California
|
$251K
|
-$17.6K
|
-88
|
-6%
|
|
|
1962
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$251K
|
+$37.8K
|
+189
|
+16%
|
|
|
1963
|
Merriman Wealth Management
Seattle,
Washington
|
$250K
|
+$19.8K
|
+99
|
+8%
|
|
|
1964
|
Westmount Partners
Los Angeles,
California
|
$250K
|
+$15.8K
|
+79
|
+6%
|
|
|
1965
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$250K
|
+$266K
|
+1,332
|
New
|
|
|
1966
|
BIP Wealth
Atlanta,
Georgia
|
$249K
|
+$36.8K
|
+184
|
+16%
|
|
|
1967
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$249K
|
-$2K
|
-10
|
-0.7%
|
|
|
1968
|
Charles Schwab Trust
Henderson,
Nevada
|
$248K
|
+$265K
|
+1,325
|
New
|
|
|
1969
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$248K
|
+$265K
|
+1,325
|
New
|
|
|
1970
|
Cardiff Park Advisors
Carlsbad,
California
|
$248K
|
+$200
|
+1
|
+0.1%
|
|
|
1971
|
Sava Infond
Maribor,
Slovenia
|
$248K
|
+$264K
|
+1,320
|
New
|
|
|
1972
|
Severin Investments
St. Louis,
Missouri
|
$247K
|
+$264K
|
+1,319
|
New
|
|
|
1973
|
McCollum Christoferson Group
Amherst,
New York
|
$247K
|
–
|
–
|
–
|
|
|
1974
|
Red Lighthouse Investment Management
New York
|
$246K
|
-$400
|
-2
|
-0.2%
|
|
|
1975
|
Rovin Capital
Mesa,
Arizona
|
$246K
|
+$60K
|
+300
|
+30%
|
|
