|
1951
|
Beaton Management Company
Haverhill,
Massachusetts
|
$235K
|
-$10.3K
|
-60
|
-4%
|
|
|
1952
|
VELA Investment Management
New Albany,
Ohio
|
$235K
|
–
|
–
|
–
|
|
|
1953
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$235K
|
+$1.37K
|
+8
|
+0.6%
|
|
|
1954
|
|
$234K
|
–
|
–
|
–
|
|
|
1955
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$234K
|
+$42.8K
|
+250
|
+23%
|
|
|
1956
|
Physician Wealth Advisors
Midvale,
Utah
|
$233K
|
+$19.4K
|
+113
|
+9%
|
|
|
1957
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$233K
|
+$7.71K
|
+45
|
+3%
|
|
|
1958
|
Uptown Financial Advisors
Dallas,
Texas
|
$232K
|
–
|
–
|
–
|
|
|
1959
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$232K
|
+$229K
|
+1,336
|
New
|
|
|
1960
|
Elser Financial Planning
Indianapolis,
Indiana
|
$232K
|
-$8.05K
|
-47
|
-3%
|
|
|
1961
|
Douglas Lane & Associates
New York
|
$231K
|
-$1.71K
|
-10
|
-0.7%
|
|
|
1962
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$231K
|
–
|
–
|
–
|
|
|
1963
|
TL Private Wealth
Southlake,
Texas
|
$231K
|
–
|
–
|
–
|
|
|
1964
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$230K
|
-$26.4K
|
-154
|
-10%
|
|
|
1965
|
Palumbo Wealth Management
Great Neck,
New York
|
$230K
|
+$5.99K
|
+35
|
+3%
|
|
|
1966
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$230K
|
-$47.1K
|
-275
|
-17%
|
|
|
1967
|
Pearl Planning
Dexter,
Michigan
|
$230K
|
+$227K
|
+1,326
|
New
|
|
|
1968
|
BOS Asset Management
Springfield,
Illinois
|
$230K
|
+$9.59K
|
+56
|
+4%
|
|
|
1969
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$229K
|
-$12.2K
|
-71
|
-5%
|
|
|
1970
|
MBL Wealth
Charlotte,
North Carolina
|
$229K
|
+$856
|
+5
|
+0.4%
|
|
|
1971
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$229K
|
-$40.6K
|
-237
|
-15%
|
|
|
1972
|
Central Bank & Trust
Lexington,
Kentucky
|
$228K
|
-$17.5K
|
-102
|
-7%
|
|
|
1973
|
Quantum Financial Advisors
El Segundo,
California
|
$228K
|
+$343
|
+2
|
+0.2%
|
|
|
1974
|
Reflection Asset Management
Isle Of Palms,
South Carolina
|
$228K
|
+$225K
|
+1,314
|
New
|
|
|
1975
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$228K
|
+$17.1K
|
+100
|
+8%
|
|
