|
1951
|
Key Financial Inc
West Chester,
Pennsylvania
|
$412K
|
–
|
–
|
–
|
|
|
1952
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$411K
|
+$1.37K
|
+6
|
+0.3%
|
|
|
1953
|
PCM Encore
Aspen,
Colorado
|
$411K
|
+$405K
|
+1,776
|
New
|
|
|
1954
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$411K
|
-$54.3K
|
-238
|
-12%
|
|
|
1955
|
Fell Capital Management
Newport Beach,
California
|
$411K
|
+$405K
|
+1,775
|
New
|
|
|
1956
|
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
$410K
|
–
|
–
|
–
|
|
|
1957
|
Montis Financial
Waltham,
Massachusetts
|
$409K
|
-$120K
|
-524
|
-23%
|
|
|
1958
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$408K
|
–
|
–
|
–
|
|
|
1959
|
Cromwell Holdings
Jackson,
Wyoming
|
$408K
|
–
|
–
|
–
|
|
|
1960
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$408K
|
-$27.2K
|
-119
|
-6%
|
|
|
1961
|
OneFund LLC
Saint Petersburg,
Florida
|
$406K
|
+$21.5K
|
+94
|
+6%
|
|
|
1962
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$406K
|
–
|
–
|
–
|
|
|
1963
|
Patten Group
Chattanooga,
Tennessee
|
$405K
|
–
|
–
|
–
|
|
|
1964
|
Aristotle Capital Management
Los Angeles,
California
|
$404K
|
–
|
–
|
–
|
|
|
1965
|
M. Kraus & Co
Shelburne,
Vermont
|
$403K
|
-$685
|
-3
|
-0.2%
|
|
|
1966
|
High Net Worth Advisory Group
Naples,
Florida
|
$403K
|
-$121K
|
-528
|
-23%
|
|
|
1967
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$402K
|
-$23.5K
|
-103
|
-6%
|
|
|
1968
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$401K
|
+$7.76K
|
+34
|
+2%
|
|
|
1969
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$401K
|
–
|
–
|
–
|
|
|
1970
|
|
$401K
|
–
|
–
|
–
|
|
|
1971
|
One Capital Management
Westlake Village,
California
|
$400K
|
+$48.4K
|
+212
|
+14%
|
|
|
1972
|
EdgeRock Capital
Denver,
Colorado
|
$399K
|
+$21.9K
|
+96
|
+6%
|
|
|
1973
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$399K
|
-$25.1K
|
-110
|
-6%
|
|
|
1974
|
Encompass Wealth Advisors
Portland,
Oregon
|
$396K
|
–
|
–
|
–
|
|
|
1975
|
GSB Wealth Management
Guilford,
Connecticut
|
$395K
|
-$3.2K
|
-14
|
-0.8%
|
|
