|
1951
|
Latitude Advisors
Vero Beach,
Florida
|
$610K
|
-$67.9K
|
-1,631
|
-11%
|
|
|
1952
|
Campion Asset Management
Falls Church,
Virginia
|
$610K
|
-$2.71K
|
-65
|
-0.5%
|
|
|
1953
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$609K
|
+$6.49K
|
+156
|
+1%
|
|
|
1954
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$608K
|
-$15.5K
|
-372
|
-3%
|
|
|
1955
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$606K
|
-$36K
|
-865
|
-6%
|
|
|
1956
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$606K
|
-$54.7K
|
-1,313
|
-9%
|
|
|
1957
|
Northeast Financial Consultants
Westport,
Connecticut
|
$606K
|
-$24.7K
|
-594
|
-4%
|
|
|
1958
|
Essex Investment Management
Boston,
Massachusetts
|
$606K
|
+$500
|
+12
|
+0.1%
|
|
|
1959
|
Five Oceans Advisors
Santa Monica,
California
|
$605K
|
-$137K
|
-3,291
|
-20%
|
|
|
1960
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$604K
|
+$16.4K
|
+395
|
+3%
|
|
|
1961
|
Maridea Wealth Management
Brooklyn,
New York
|
$603K
|
+$294K
|
+7,071
|
+114%
|
|
|
1962
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$602K
|
-$39.9K
|
-958
|
-7%
|
|
|
1963
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$602K
|
-$106K
|
-2,553
|
-16%
|
|
|
1964
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$602K
|
-$6.74K
|
-162
|
-1%
|
|
|
1965
|
|
$599K
|
–
|
–
|
–
|
|
|
1966
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$598K
|
+$85.5K
|
+2,054
|
+18%
|
|
|
1967
|
Purus Wealth Management
Newport Beach,
California
|
$597K
|
-$16.7K
|
-402
|
-3%
|
|
|
1968
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$597K
|
–
|
–
|
–
|
|
|
1969
|
Powers Advisory Group
Highland,
Illinois
|
$597K
|
+$25.5K
|
+613
|
+5%
|
|
|
1970
|
Members Trust
Tampa,
Florida
|
$596K
|
-$291
|
-7
|
-0.1%
|
|
|
1971
|
Trustco Bank (New York)
Albany,
New York
|
$595K
|
-$38.6K
|
-927
|
-7%
|
|
|
1972
|
Retirement Planning Group (New York)
Malta,
New York
|
$594K
|
+$13.2K
|
+316
|
+2%
|
|
|
1973
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$594K
|
+$50.8K
|
+1,220
|
+10%
|
|
|
1974
|
Code Waechter
Tampa,
Florida
|
$592K
|
+$543K
|
+13,046
|
New
|
|
|
1975
|
Cromwell Holdings
Jackson,
Wyoming
|
$590K
|
-$2.75K
|
-66
|
-0.5%
|
|
