|
1951
|
Shorepath Capital Management
Park City,
Utah
|
$760K
|
–
|
–
|
–
|
|
|
1952
|
Sawyer & Company
Boston,
Massachusetts
|
$756K
|
+$22.3K
|
+86
|
+3%
|
|
|
1953
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$754K
|
+$31.1K
|
+120
|
+4%
|
|
|
1954
|
Meridian Financial Partners
Warrenton,
Virginia
|
$754K
|
+$715K
|
+2,763
|
New
|
|
|
1955
|
Golden Road Advisors
Tampa,
Florida
|
$753K
|
+$211K
|
+817
|
+42%
|
|
|
1956
|
IMPACTfolio
Denver,
Colorado
|
$753K
|
+$451K
|
+1,744
|
+163%
|
|
|
1957
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$753K
|
-$8.02K
|
-31
|
-1%
|
|
|
1958
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$750K
|
-$49.2K
|
-190
|
-6%
|
|
|
1959
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$750K
|
–
|
–
|
–
|
|
|
1960
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$749K
|
-$8.54K
|
-33
|
-1%
|
|
|
1961
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$749K
|
–
|
–
|
–
|
|
|
1962
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$749K
|
-$8.54K
|
-33
|
-1%
|
|
|
1963
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$748K
|
–
|
–
|
–
|
|
|
1964
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$747K
|
-$2.84M
|
-10,985
|
-80%
|
|
|
1965
|
Emerald Advisors
Bellevue,
Washington
|
$745K
|
–
|
–
|
–
|
|
|
1966
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$744K
|
+$302K
|
+1,165
|
+72%
|
|
|
1967
|
Capital Planning Advisors
Roseville,
California
|
$743K
|
–
|
–
|
–
|
|
|
1968
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$741K
|
-$3.11K
|
-12
|
-0.4%
|
|
|
1969
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$741K
|
–
|
–
|
–
|
|
|
1970
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$739K
|
–
|
–
|
–
|
|
|
1971
|
Williams & Novak
Westlake Village,
California
|
$738K
|
-$529K
|
-2,044
|
-43%
|
|
|
1972
|
Baxter Bros Inc
Riverside,
Connecticut
|
$733K
|
-$4.4K
|
-17
|
-0.6%
|
|
|
1973
|
Sara-Bay Financial
Sarasota,
Florida
|
$733K
|
+$33.4K
|
+129
|
+5%
|
|
|
1974
|
WP Advisors
San Francisco,
California
|
$731K
|
–
|
–
|
–
|
|
|
1975
|
Abacus Wealth Partners
Santa Monica,
California
|
$729K
|
+$259
|
+1
|
+0%
|
|
