|
1951
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$815K
|
-$190K
|
-2,874
|
-18%
|
|
|
1952
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$814K
|
-$6.6K
|
-100
|
-0.8%
|
|
|
1953
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$812K
|
–
|
–
|
–
|
|
|
1954
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$812K
|
-$24.8K
|
-376
|
-3%
|
|
|
1955
|
Objective Capital Management
Pepper Pike,
Ohio
|
$810K
|
–
|
–
|
–
|
|
|
1956
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$810K
|
+$104K
|
+1,577
|
+14%
|
|
|
1957
|
Friedenthal Financial
Marlton,
New Jersey
|
$810K
|
-$224K
|
-3,396
|
-21%
|
|
|
1958
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$807K
|
+$8.65K
|
+131
|
+1%
|
|
|
1959
|
VeraBank
Henderson,
Texas
|
$806K
|
+$21K
|
+318
|
+3%
|
|
|
1960
|
ViaWealth
Leawood,
Kansas
|
$806K
|
+$2.24K
|
+34
|
+0.3%
|
|
|
1961
|
Petix & Botte Financial
La Mesa,
California
|
$806K
|
-$435K
|
-6,598
|
-51%
|
|
|
1962
|
BetterWealth
San Jose,
California
|
$806K
|
+$490K
|
+7,426
|
+144%
|
|
|
1963
|
Kera Capital Partners
San Jose,
California
|
$804K
|
-$27.9K
|
-423
|
-3%
|
|
|
1964
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$803K
|
+$468K
|
+7,092
|
+130%
|
|
|
1965
|
Potomac Fund Management
Miami,
Florida
|
$801K
|
-$82.6K
|
-1,251
|
-9%
|
|
|
1966
|
Arkos Global Advisors
Houston,
Texas
|
$800K
|
-$25.3K
|
-383
|
-3%
|
|
|
1967
|
London & Capital Asset Management
London,
United Kingdom
|
$800K
|
–
|
–
|
–
|
|
|
1968
|
Fayez Sarofim & Co
Houston,
Texas
|
$797K
|
–
|
–
|
–
|
|
|
1969
|
Round Rock Advisors
Wilton,
Connecticut
|
$797K
|
+$66
|
+1
|
+0%
|
|
|
1970
|
|
$793K
|
+$603K
|
+9,140
|
+283%
|
|
|
1971
|
DecisionPoint Financial
Mesa,
Arizona
|
$792K
|
-$28.6K
|
-434
|
-3%
|
|
|
1972
|
Opulen Financial Group
Arlington,
Virginia
|
$791K
|
-$2.9K
|
-44
|
-0.4%
|
|
|
1973
|
Sachetta
Lynnfield,
Massachusetts
|
$791K
|
+$37.8K
|
+573
|
+5%
|
|
|
1974
|
Venturi Wealth Management
Austin,
Texas
|
$789K
|
-$35.5K
|
-538
|
-4%
|
|
|
1975
|
Outbound Financial Inc
Boulder,
Colorado
|
$787K
|
–
|
–
|
–
|
|
