|
1951
|
Capital Advantage
Walnut Creek,
California
|
$543K
|
+$17.3K
|
+438
|
+3%
|
|
|
1952
|
Latitude Advisors
Vero Beach,
Florida
|
$543K
|
+$40.3K
|
+1,022
|
+8%
|
|
|
1953
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$543K
|
–
|
–
|
–
|
|
|
1954
|
RWA Wealth Partners
Newton,
Massachusetts
|
$543K
|
-$32.3K
|
-820
|
-6%
|
|
|
1955
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$541K
|
-$7.89K
|
-200
|
-1%
|
|
|
1956
|
MRA Advisory Group
Parsippany,
New Jersey
|
$541K
|
+$110K
|
+2,781
|
+25%
|
|
|
1957
|
Sciencast Management
Princeton,
New Jersey
|
$540K
|
+$568K
|
+14,404
|
New
|
|
|
1958
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$539K
|
+$276
|
+7
|
+0.1%
|
|
|
1959
|
Bremer Bank National Association
St Paul,
Minnesota
|
$539K
|
-$103K
|
-2,600
|
-16%
|
|
|
1960
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$539K
|
-$68.7K
|
-1,743
|
-11%
|
|
|
1961
|
Apexium Financial
Dallas,
Texas
|
$537K
|
+$21K
|
+532
|
+4%
|
|
|
1962
|
|
$536K
|
-$18.1K
|
-459
|
-3%
|
|
|
1963
|
Holt Capital Partners
Fort Worth,
Texas
|
$536K
|
-$4.97K
|
-126
|
-0.9%
|
|
|
1964
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$536K
|
–
|
–
|
–
|
|
|
1965
|
River Street Advisors
Aurora,
Illinois
|
$535K
|
+$11.1K
|
+281
|
+2%
|
|
|
1966
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$535K
|
-$92.7K
|
-2,350
|
-15%
|
|
|
1967
|
Davidson Trust Company
Seattle,
Washington
|
$534K
|
+$43.7K
|
+1,109
|
+9%
|
|
|
1968
|
Wealth Architects
Mountain View,
California
|
$531K
|
+$57.7K
|
+1,463
|
+12%
|
|
|
1969
|
|
$531K
|
–
|
–
|
–
|
|
|
1970
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$530K
|
+$72.4K
|
+1,836
|
+16%
|
|
|
1971
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$527K
|
-$25.4K
|
-645
|
-5%
|
|
|
1972
|
|
$526K
|
+$103K
|
+2,604
|
+24%
|
|
|
1973
|
Shufro Rose & Co
New York
|
$526K
|
+$197K
|
+4,988
|
+59%
|
|
|
1974
|
Tributary Capital Management
Omaha,
Nebraska
|
$525K
|
-$13.8K
|
-350
|
-3%
|
|
|
1975
|
Westmount Partners
Los Angeles,
California
|
$525K
|
-$13.7K
|
-347
|
-3%
|
|
