|
1951
|
Piershale Financial Group
Barrington,
Illinois
|
$576K
|
+$29K
|
+234
|
+5%
|
|
|
1952
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$576K
|
+$225K
|
+1,816
|
+59%
|
|
|
1953
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$573K
|
+$27.6K
|
+223
|
+5%
|
|
|
1954
|
Titleist Capital
San Antonio,
Texas
|
$572K
|
+$4.71K
|
+38
|
+0.8%
|
|
|
1955
|
Delta Investment Management
San Francisco,
California
|
$571K
|
–
|
–
|
–
|
|
|
1956
|
Addison Advisors
Middlebury,
Vermont
|
$571K
|
+$129K
|
+1,042
|
+28%
|
|
|
1957
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$568K
|
-$868K
|
-7,000
|
-59%
|
|
|
1958
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$568K
|
-$38.4K
|
-310
|
-6%
|
|
|
1959
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$568K
|
–
|
–
|
–
|
|
|
1960
|
Financial Advisors
Andover,
Massachusetts
|
$566K
|
–
|
–
|
–
|
|
|
1961
|
Diversified
Wilmington,
Delaware
|
$566K
|
+$6.94K
|
+56
|
+1%
|
|
|
1962
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$565K
|
-$37.8K
|
-305
|
-6%
|
|
|
1963
|
Cannell & Spears
New York
|
$565K
|
–
|
–
|
–
|
|
|
1964
|
Advisor OS
Chicago,
Illinois
|
$563K
|
-$84.4K
|
-681
|
-13%
|
|
|
1965
|
Tevis Investment Management
Plano,
Texas
|
$562K
|
+$41K
|
+331
|
+8%
|
|
|
1966
|
Fure Financial Corporation
Bloomington,
Minnesota
|
$562K
|
+$590K
|
+4,756
|
New
|
|
|
1967
|
Veracity Capital
Atlanta,
Georgia
|
$561K
|
-$17.4K
|
-140
|
-3%
|
|
|
1968
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$561K
|
-$8.8K
|
-71
|
-1%
|
|
|
1969
|
Strategy Asset Managers
Pasadena,
California
|
$561K
|
+$38.3K
|
+309
|
+7%
|
|
|
1970
|
Members Trust
Tampa,
Florida
|
$559K
|
-$48.5K
|
-391
|
-8%
|
|
|
1971
|
Regatta Capital Group
El Segundo,
California
|
$559K
|
-$30.9K
|
-249
|
-5%
|
|
|
1972
|
Circle Wealth Management
Summit,
New Jersey
|
$559K
|
-$1.36K
|
-11
|
-0.2%
|
|
|
1973
|
Corrigan Financial
Middletown,
Rhode Island
|
$558K
|
+$124K
|
+1,002
|
+27%
|
|
|
1974
|
Doliver Advisors
Houston,
Texas
|
$556K
|
+$24.8K
|
+200
|
+4%
|
|
|
1975
|
Wayfinding Financial
Lynnwood,
Washington
|
$554K
|
-$8.06K
|
-65
|
-1%
|
|
