|
1951
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$92.1万
|
+$1.25万
|
+68
|
+1%
|
|
|
1952
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$92.1万
|
+$4,035
|
+22
|
+0.5%
|
|
|
1953
|
Olistico Wealth
Tulsa,
Oklahoma
|
$92万
|
–
|
–
|
–
|
|
|
1954
|
TRB Wealth Management
Houston,
Texas
|
$91.9万
|
+$9.6万
|
+526
|
+12%
|
|
|
1955
|
Tempo Wealth
Independence,
Ohio
|
$91.9万
|
+$19.9万
|
+1,087
|
+29%
|
|
|
1956
|
|
$91.6万
|
+$367
|
+2
|
+0%
|
|
|
1957
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$91.6万
|
-$2.27万
|
-124
|
-3%
|
|
|
1958
|
Convergence Financial
Columbia,
Missouri
|
$91.5万
|
+$39.6万
|
+2,160
|
+81%
|
|
|
1959
|
Wealth Intelligence
Columbus,
Georgia
|
$91.4万
|
+$1.94万
|
+106
|
+2%
|
|
|
1960
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$91.3万
|
+$14.8万
|
+807
|
+20%
|
|
|
1961
|
King Wealth Management Group
Naples,
Florida
|
$91.3万
|
+$1.28万
|
+70
|
+1%
|
|
|
1962
|
Clearstead Trust
Portland,
Maine
|
$91.2万
|
–
|
–
|
–
|
|
|
1963
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$91.1万
|
-$6,419
|
-35
|
-0.7%
|
|
|
1964
|
GatePass Capital
Independence,
Ohio
|
$91.1万
|
+$2.33万
|
+127
|
+3%
|
|
|
1965
|
Evolve Private Wealth
Los Angeles,
California
|
$91.1万
|
-$155万
|
-8,472
|
-64%
|
|
|
1966
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$91.1万
|
+$26.1万
|
+1,424
|
+42%
|
|
|
1967
|
Fountainhead AM
Warren,
New Jersey
|
$91.1万
|
+$17.5万
|
+954
|
+25%
|
|
|
1968
|
Hardy Reed
Tupelo,
Mississippi
|
$91万
|
+$1.28万
|
+70
|
+1%
|
|
|
1969
|
TAGStone Capital
Charlotte,
North Carolina
|
$90.8万
|
+$183
|
+1
|
+0%
|
|
|
1970
|
BCS Wealth Management
Johnson City,
Tennessee
|
$90.7万
|
+$10.8万
|
+591
|
+14%
|
|
|
1971
|
Emerald Advisors
Bellevue,
Washington
|
$90.2万
|
-$2.09万
|
-114
|
-2%
|
|
|
1972
|
Catalyst Investment Management
Windham,
New Hampshire
|
$90万
|
+$12.7万
|
+690
|
+17%
|
|
|
1973
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$90万
|
-$9.06万
|
-494
|
-9%
|
|
|
1974
|
Asset Planning Inc
Cypress,
California
|
$89.9万
|
-$4.38万
|
-239
|
-5%
|
|
|
1975
|
Weaver Consulting Group
Huntington Beach,
California
|
$89.9万
|
-$1.58万
|
-86
|
-2%
|
|
