|
1951
|
Global Financial Private Client
Sarasota,
Florida
|
$15.2K
|
–
|
–
|
–
|
|
|
1952
|
Cordasco Financial Network
Naples,
Florida
|
$15K
|
–
|
–
|
–
|
|
|
1953
|
Delos Wealth Advisors
Dallas,
Texas
|
$15K
|
–
|
–
|
–
|
|
|
1954
|
Sittner & Nelson
Eugene,
Oregon
|
$15K
|
–
|
–
|
–
|
|
|
1955
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$15K
|
–
|
–
|
–
|
|
|
1956
|
Oxler Private Wealth
Rye Brook,
New York
|
$14K
|
+$15K
|
+50
|
New
|
|
|
1957
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$13K
|
–
|
–
|
–
|
|
|
1958
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$13K
|
–
|
–
|
–
|
|
|
1959
|
Chilton Capital Management
Houston,
Texas
|
$13K
|
+$14.4K
|
+48
|
New
|
|
|
1960
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$12.6K
|
-$814K
|
-2,708
|
-18%
|
|
|
1961
|
IMA Advisory Services
Denver,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
1962
|
Lee Financial
Dallas,
Texas
|
$12K
|
+$12.6K
|
+42
|
New
|
|
|
1963
|
Raleigh Capital Management
Cary,
North Carolina
|
$11K
|
+$3.31K
|
+11
|
+41%
|
|
|
1964
|
Globeflex Capital
San Diego,
California
|
$10K
|
–
|
–
|
–
|
|
|
1965
|
Centerpoint Advisors
Needham,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
1966
|
Retirement Group
San Diego,
California
|
$9K
|
–
|
–
|
–
|
|
|
1967
|
Founders Capital Management (Texas)
Houston,
Texas
|
$9K
|
+$10.2K
|
+34
|
New
|
|
|
1968
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$8K
|
-$57.4K
|
-191
|
-86%
|
|
|
1969
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$8K
|
-$6.01K
|
-20
|
-40%
|
|
|
1970
|
Estabrook Capital Management
New York
|
$7.22K
|
–
|
–
|
–
|
|
|
1971
|
CNB Bank
Clearfield,
Pennsylvania
|
$7K
|
-$6.31K
|
-21
|
-45%
|
|
|
1972
|
Atwood & Palmer
Kansas City,
Missouri
|
$7K
|
–
|
–
|
–
|
|
|
1973
|
Cedar Wealth Management
Walnut Creek,
California
|
$7K
|
–
|
–
|
–
|
|
|
1974
|
Orion Capital Management
Coronado,
California
|
$7K
|
–
|
–
|
–
|
|
|
1975
|
Pflug Koory
Omaha,
Nebraska
|
$7K
|
–
|
–
|
–
|
|
