|
1951
|
Arax Advisory Partners
Denver,
Colorado
|
$246K
|
-$83.1K
|
-468
|
-25%
|
|
|
1952
|
Davidson Investment Advisors
Great Falls,
Montana
|
$245K
|
-$26.6K
|
-150
|
-10%
|
|
|
1953
|
LWM Advisory Services
Plantation,
Florida
|
$245K
|
–
|
–
|
–
|
|
|
1954
|
Trilogy Capital
Irvine,
California
|
$244K
|
+$43.9K
|
+247
|
+23%
|
|
|
1955
|
|
$243K
|
–
|
–
|
–
|
|
|
1956
|
Regents of the University of California
Oakland,
California
|
$242K
|
–
|
–
|
–
|
|
|
1957
|
Shufro Rose & Co
New York
|
$242K
|
–
|
–
|
–
|
|
|
1958
|
Diversified
Wilmington,
Delaware
|
$242K
|
-$2.66K
|
-15
|
-1%
|
|
|
1959
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$242K
|
-$10.3K
|
-58
|
-4%
|
|
|
1960
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$241K
|
+$230K
|
+1,294
|
New
|
|
|
1961
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$240K
|
+$238K
|
+1,340
|
New
|
|
|
1962
|
Wedge Capital Management
Charlotte,
North Carolina
|
$240K
|
–
|
–
|
–
|
|
|
1963
|
WealthPLAN Partners
Omaha,
Nebraska
|
$239K
|
-$3.91K
|
-22
|
-2%
|
|
|
1964
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$239K
|
+$178
|
+1
|
+0.1%
|
|
|
1965
|
Quantum Financial Advisors
El Segundo,
California
|
$238K
|
–
|
–
|
–
|
|
|
1966
|
Wealth Effects
Boston,
Massachusetts
|
$238K
|
+$5.33K
|
+30
|
+2%
|
|
|
1967
|
Clear Creek Financial Management
Silverdale,
Washington
|
$238K
|
+$12.4K
|
+70
|
+6%
|
|
|
1968
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$238K
|
+$236K
|
+1,327
|
New
|
|
|
1969
|
Horizon Family Wealth
Chicago,
Illinois
|
$237K
|
-$710
|
-4
|
-0.3%
|
|
|
1970
|
Hudock Inc
Williamsport,
Pennsylvania
|
$237K
|
+$4.97K
|
+28
|
+2%
|
|
|
1971
|
Wealth Architects
Mountain View,
California
|
$236K
|
+$18.1K
|
+102
|
+8%
|
|
|
1972
|
NBW Capital
Boston,
Massachusetts
|
$236K
|
-$6.04K
|
-34
|
-3%
|
|
|
1973
|
Essex LLC
Deer Park,
Illinois
|
$236K
|
-$68.7K
|
-387
|
-23%
|
|
|
1974
|
WBH Advisory
Baltimore,
Maryland
|
$236K
|
–
|
–
|
–
|
|
|
1975
|
Dillon & Associates
Jackson,
Michigan
|
$235K
|
-$13.3K
|
-75
|
-5%
|
|
