|
1951
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$775K
|
-$22.8K
|
-330
|
-3%
|
|
|
1952
|
Ironwood Investment Management
Boston,
Massachusetts
|
$773K
|
-$19.9K
|
-288
|
-3%
|
|
|
1953
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$772K
|
+$167K
|
+2,414
|
+28%
|
|
|
1954
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$772K
|
+$274K
|
+3,964
|
+56%
|
|
|
1955
|
Todd Asset Management
Louisville,
Kentucky
|
$771K
|
–
|
–
|
–
|
|
|
1956
|
|
$770K
|
+$93.9K
|
+1,358
|
+14%
|
|
|
1957
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$770K
|
+$394K
|
+5,700
|
+107%
|
|
|
1958
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$769K
|
+$762K
|
+11,019
|
New
|
|
|
1959
|
|
$768K
|
–
|
–
|
–
|
|
|
1960
|
Doheny Asset Management
Los Angeles,
California
|
$767K
|
+$11.8K
|
+170
|
+2%
|
|
|
1961
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$764K
|
+$2.83K
|
+41
|
+0.4%
|
|
|
1962
|
Somerset Group
Wayzata,
Minnesota
|
$763K
|
-$142K
|
-2,059
|
-16%
|
|
|
1963
|
MONECO Advisors
Fairfield,
Connecticut
|
$762K
|
-$247K
|
-3,577
|
-24%
|
|
|
1964
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$760K
|
–
|
–
|
–
|
|
|
1965
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$757K
|
+$2K
|
+29
|
+0.3%
|
|
|
1966
|
Meridian Financial Partners
Warrenton,
Virginia
|
$756K
|
-$85K
|
-1,229
|
-10%
|
|
|
1967
|
IMS Capital Management
Portland,
Oregon
|
$754K
|
-$71.6K
|
-1,036
|
-9%
|
|
|
1968
|
Avion Wealth
The Woodlands,
Texas
|
$751K
|
-$6.92K
|
-100
|
-0.9%
|
|
|
1969
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$750K
|
-$48.1K
|
-695
|
-6%
|
|
|
1970
|
Camelot Portfolios
Maumee,
Ohio
|
$750K
|
-$1.11K
|
-16
|
-0.1%
|
|
|
1971
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$749K
|
-$18.8K
|
-272
|
-2%
|
|
|
1972
|
Bellecapital
Zurich,
Switzerland
|
$748K
|
+$35.8K
|
+518
|
+5%
|
|
|
1973
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$747K
|
-$110K
|
-1,592
|
-13%
|
|
|
1974
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$742K
|
-$4.63M
|
-67,002
|
-86%
|
|
|
1975
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$742K
|
+$2.21K
|
+32
|
+0.3%
|
|
