|
1951
|
RHS Financial
San Francisco,
California
|
$307K
|
-$53.7K
|
-318
|
-15%
|
|
|
1952
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$306K
|
–
|
–
|
–
|
|
|
1953
|
Peterson Wealth Services
South Ogden,
Utah
|
$306K
|
–
|
–
|
–
|
|
|
1954
|
Capital International Investors
Los Angeles,
California
|
$305K
|
-$371K
|
-2,197
|
-56%
|
|
|
1955
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$305K
|
+$290K
|
+1,719
|
+42,975%
|
|
|
1956
|
RVW Wealth
Los Angeles,
California
|
$302K
|
+$15.9K
|
+94
|
+6%
|
|
|
1957
|
KWB Wealth
Redlands,
California
|
$302K
|
+$507
|
+3
|
+0.2%
|
|
|
1958
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$301K
|
-$72.6K
|
-430
|
-20%
|
|
|
1959
|
|
$301K
|
+$10.3K
|
+61
|
+4%
|
|
|
1960
|
Ignite Planners
San Clemente,
California
|
$301K
|
–
|
–
|
–
|
|
|
1961
|
Axim Planning & Wealth
Springboro,
Ohio
|
$301K
|
+$6.59K
|
+39
|
+2%
|
|
|
1962
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$300K
|
–
|
–
|
–
|
|
|
1963
|
Drake & Associates
Waukesha,
Wisconsin
|
$300K
|
-$62.7K
|
-371
|
-18%
|
|
|
1964
|
Tranquility Partners
Brentwood,
Tennessee
|
$300K
|
-$5.07K
|
-30
|
-2%
|
|
|
1965
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$300K
|
-$1.52K
|
-9
|
-0.5%
|
|
|
1966
|
Centurion Wealth Management
Mclean,
Virginia
|
$299K
|
-$11.5K
|
-68
|
-4%
|
|
|
1967
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$299K
|
+$284K
|
+1,684
|
New
|
|
|
1968
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$299K
|
–
|
–
|
–
|
|
|
1969
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$297K
|
-$1.52K
|
-9
|
-0.5%
|
|
|
1970
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$296K
|
–
|
–
|
–
|
|
|
1971
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$296K
|
–
|
–
|
–
|
|
|
1972
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$296K
|
-$507
|
-3
|
-0.2%
|
|
|
1973
|
Plan A Wealth
Lincoln,
Nebraska
|
$295K
|
-$76.7K
|
-454
|
-21%
|
|
|
1974
|
Cadence Bank
Tupelo,
Mississippi
|
$294K
|
+$4.05K
|
+24
|
+1%
|
|
|
1975
|
Revisor Wealth Management
Akron,
Ohio
|
$294K
|
-$2.87K
|
-17
|
-1%
|
|
