|
1951
|
First Long Island Investors
Jericho,
New York
|
$401K
|
–
|
–
|
–
|
|
|
1952
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$401K
|
–
|
–
|
–
|
|
|
1953
|
Castleview Partners
Dallas,
Texas
|
$401K
|
+$371K
|
+1,469
|
New
|
|
|
1954
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$397K
|
-$2.02K
|
-8
|
-0.5%
|
|
|
1955
|
Formidable Asset Management
Cincinnati,
Ohio
|
$396K
|
+$3.54K
|
+14
|
+1%
|
|
|
1956
|
Echo45 Advisors
Walnut Creek,
California
|
$395K
|
-$43.4K
|
-172
|
-11%
|
|
|
1957
|
Domani Wealth
Lancaster,
Pennsylvania
|
$393K
|
–
|
–
|
–
|
|
|
1958
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$393K
|
–
|
–
|
–
|
|
|
1959
|
Five Oceans Advisors
Santa Monica,
California
|
$393K
|
+$15.7K
|
+62
|
+5%
|
|
|
1960
|
Northeast Financial Consultants
Westport,
Connecticut
|
$393K
|
+$19.9K
|
+79
|
+6%
|
|
|
1961
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$392K
|
–
|
–
|
–
|
|
|
1962
|
MBL Wealth
Charlotte,
North Carolina
|
$389K
|
+$360K
|
+1,424
|
New
|
|
|
1963
|
First United Bank & Trust
Oakland,
Maryland
|
$388K
|
-$16.4K
|
-65
|
-4%
|
|
|
1964
|
FirstPurpose Wealth
Orem,
Utah
|
$388K
|
-$6.31K
|
-25
|
-2%
|
|
|
1965
|
Secure Asset Management
Troy,
Michigan
|
$388K
|
-$4.54K
|
-18
|
-1%
|
|
|
1966
|
|
$387K
|
-$2.52K
|
-10
|
-0.7%
|
|
|
1967
|
Maxele Advisors
Webster Groves,
Missouri
|
$384K
|
-$6.82K
|
-27
|
-2%
|
|
|
1968
|
Tradewinds Capital Management
Bellingham,
Washington
|
$384K
|
–
|
–
|
–
|
|
|
1969
|
Members Trust
Tampa,
Florida
|
$383K
|
-$4.54K
|
-18
|
-1%
|
|
|
1970
|
Cobblestone Capital Advisors
Rochester,
New York
|
$383K
|
+$2.27K
|
+9
|
+0.6%
|
|
|
1971
|
Southport Capital Management
Chattanooga,
Tennessee
|
$382K
|
-$203K
|
-803
|
-36%
|
|
|
1972
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$382K
|
–
|
–
|
–
|
|
|
1973
|
SRH Advisors
Salina,
Kansas
|
$382K
|
–
|
–
|
–
|
|
|
1974
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$382K
|
+$8.59K
|
+34
|
+2%
|
|
|
1975
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$381K
|
-$826K
|
-3,271
|
-70%
|
|
