|
1951
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$210K
|
+$7.95K
|
+17
|
+4%
|
|
|
1952
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$210K
|
+$29K
|
+62
|
+16%
|
|
|
1953
|
Peak Financial Management
Wellesley,
Massachusetts
|
$210K
|
+$206K
|
+441
|
New
|
|
|
1954
|
Concentric Wealth Management
Lafayette,
California
|
$209K
|
-$5.61K
|
-12
|
-3%
|
|
|
1955
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$207K
|
-$549K
|
-1,174
|
-73%
|
|
|
1956
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$207K
|
–
|
–
|
–
|
|
|
1957
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$207K
|
–
|
–
|
–
|
|
|
1958
|
FAS Wealth Partners
Leawood,
Kansas
|
$206K
|
-$2.81K
|
-6
|
-1%
|
|
|
1959
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$205K
|
–
|
–
|
–
|
|
|
1960
|
CenterStar Asset Management
Chicago,
Illinois
|
$204K
|
–
|
–
|
–
|
|
|
1961
|
Lipe & Dalton
Syracuse,
New York
|
$204K
|
–
|
–
|
–
|
|
|
1962
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$204K
|
+$8.41K
|
+18
|
+4%
|
|
|
1963
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$202K
|
+$7.95K
|
+17
|
+4%
|
|
|
1964
|
Welch Group
Birmingham,
Alabama
|
$201K
|
+$197K
|
+422
|
New
|
|
|
1965
|
Financial Sense Advisors
San Diego,
California
|
$200K
|
-$2.81K
|
-6
|
-1%
|
|
|
1966
|
Madison Wealth Partners
Madison,
Wisconsin
|
$200K
|
–
|
–
|
–
|
|
|
1967
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$200K
|
+$74.8K
|
+160
|
+62%
|
|
|
1968
|
Janiczek Wealth Management
Denver,
Colorado
|
$198K
|
-$2.34K
|
-5
|
-1%
|
|
|
1969
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$197K
|
+$194K
|
+415
|
New
|
|
|
1970
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$196K
|
+$1.87K
|
+4
|
+1%
|
|
|
1971
|
Stephens Investment Management Group
Houston,
Texas
|
$188K
|
–
|
–
|
–
|
|
|
1972
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$186K
|
+$2.34K
|
+5
|
+1%
|
|
|
1973
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$183K
|
-$165K
|
-353
|
-48%
|
|
|
1974
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$179K
|
+$173K
|
+370
|
New
|
|
|
1975
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$178K
|
+$117K
|
+250
|
+202%
|
|
