|
1951
|
Certuity
North Palm Beach,
Florida
|
$470K
|
+$34K
|
+324
|
+7%
|
|
|
1952
|
Brown Wealth Management
Naperville,
Illinois
|
$469K
|
-$7.98K
|
-76
|
-2%
|
|
|
1953
|
Smith Anglin Financial
Dallas,
Texas
|
$469K
|
+$1.26K
|
+12
|
+0.2%
|
|
|
1954
|
Howe & Rusling
Rochester,
New York
|
$469K
|
-$11.3K
|
-108
|
-2%
|
|
|
1955
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$468K
|
+$2.21K
|
+21
|
+0.4%
|
|
|
1956
|
Golden State Equity Partners
South Coast Metro,
California
|
$468K
|
+$4.83K
|
+46
|
+1%
|
|
|
1957
|
Magnolia Capital Management
Cold Spring,
New York
|
$467K
|
–
|
–
|
–
|
|
|
1958
|
Goelzer Investment Management
Carmel,
Indiana
|
$465K
|
-$4.41K
|
-42
|
-0.9%
|
|
|
1959
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$464K
|
-$5.99K
|
-57
|
-1%
|
|
|
1960
|
Southland Equity Partners
Wildwood,
Missouri
|
$464K
|
+$82.4K
|
+785
|
+20%
|
|
|
1961
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$464K
|
–
|
–
|
–
|
|
|
1962
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$464K
|
-$49.9K
|
-475
|
-9%
|
|
|
1963
|
Diversified
Wilmington,
Delaware
|
$463K
|
-$840
|
-8
|
-0.2%
|
|
|
1964
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$463K
|
–
|
–
|
–
|
|
|
1965
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$463K
|
+$7.98K
|
+76
|
+2%
|
|
|
1966
|
Ignite Planners
San Clemente,
California
|
$459K
|
+$57.7K
|
+549
|
+13%
|
|
|
1967
|
Regatta Capital Group
El Segundo,
California
|
$457K
|
+$5.36K
|
+51
|
+1%
|
|
|
1968
|
Circle Wealth Management
Summit,
New Jersey
|
$456K
|
+$10.1K
|
+96
|
+2%
|
|
|
1969
|
|
$455K
|
+$1.26K
|
+12
|
+0.3%
|
|
|
1970
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$451K
|
+$74.7K
|
+711
|
+17%
|
|
|
1971
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$449K
|
+$31.2K
|
+297
|
+7%
|
|
|
1972
|
Steph & Co
Marinette,
Wisconsin
|
$449K
|
+$17.2K
|
+164
|
+4%
|
|
|
1973
|
Heritage Financial Services
Westwood,
Massachusetts
|
$449K
|
-$53.6K
|
-510
|
-10%
|
|
|
1974
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$449K
|
-$1.78K
|
-17
|
-0.4%
|
|
|
1975
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$448K
|
-$735
|
-7
|
-0.2%
|
|
