|
1951
|
Clearview Wealth Advisors
Salem,
Oregon
|
$636K
|
-$775K
|
-15,369
|
-56%
|
|
|
1952
|
Summit Financial Group
Moorefield,
West Virginia
|
$634K
|
-$130K
|
-2,580
|
-18%
|
|
|
1953
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$633K
|
+$609K
|
+12,075
|
New
|
|
|
1954
|
Arista Wealth Management
Las Vegas,
Nevada
|
$633K
|
-$605
|
-12
|
-0.1%
|
|
|
1955
|
Washington Trust Bank
Spokane,
Washington
|
$628K
|
-$32.1K
|
-636
|
-5%
|
|
|
1956
|
Crescent Sterling
Metairie,
Louisiana
|
$628K
|
+$60.8K
|
+1,206
|
+11%
|
|
|
1957
|
O'Rourke & Company
Boston,
Massachusetts
|
$625K
|
+$15.6K
|
+309
|
+3%
|
|
|
1958
|
Athena Investment Management
Orinda,
California
|
$624K
|
–
|
–
|
–
|
|
|
1959
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$623K
|
+$1.51K
|
+30
|
+0.3%
|
|
|
1960
|
Lee Financial
Dallas,
Texas
|
$623K
|
-$96.3K
|
-1,908
|
-14%
|
|
|
1961
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$621K
|
–
|
–
|
–
|
|
|
1962
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$621K
|
-$22.7K
|
-450
|
-4%
|
|
|
1963
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$620K
|
+$151
|
+3
|
+0%
|
|
|
1964
|
Excalibur Management
Waltham,
Massachusetts
|
$618K
|
-$23.3K
|
-462
|
-4%
|
|
|
1965
|
Edgestream Partners
Princeton,
New Jersey
|
$617K
|
-$239K
|
-4,734
|
-29%
|
|
|
1966
|
M Holdings Securities
Portland,
Oregon
|
$617K
|
-$2.43M
|
-48,090
|
-80%
|
|
|
1967
|
Spinnaker Investment Group
Newport Beach,
California
|
$616K
|
-$9.08K
|
-180
|
-2%
|
|
|
1968
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$613K
|
–
|
–
|
–
|
|
|
1969
|
Lodestar Private Asset Management
Alamo,
California
|
$613K
|
+$3.94K
|
+78
|
+0.7%
|
|
|
1970
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$613K
|
+$153K
|
+3,024
|
+35%
|
|
|
1971
|
NFP Retirement Inc
Aliso Viejo,
California
|
$612K
|
+$18.6K
|
+369
|
+3%
|
|
|
1972
|
TRUADVICE
Sarasota,
Florida
|
$612K
|
-$28.6K
|
-567
|
-5%
|
|
|
1973
|
Seven Mile Advisory
Ewing,
New Jersey
|
$612K
|
+$589K
|
+11,676
|
New
|
|
|
1974
|
Resonate Capital
San Francisco,
California
|
$611K
|
+$589K
|
+11,667
|
New
|
|
|
1975
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$611K
|
+$74.8K
|
+1,482
|
+15%
|
|
