|
1951
|
Bell Investment Advisors
Oakland,
California
|
$54K
|
+$2.22K
|
+8
|
+4%
|
|
|
1952
|
IMG Wealth Management
Jacksonville,
Florida
|
$53.5K
|
-$6.09K
|
-22
|
-9%
|
|
|
1953
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$52K
|
-$29.9K
|
-108
|
-34%
|
|
|
1954
|
Hoey Investments
Coatesville,
Pennsylvania
|
$50.8K
|
+$16.3K
|
+59
|
+39%
|
|
|
1955
|
Bravera Wealth
Bismarck,
North Dakota
|
$50.6K
|
+$39.1K
|
+141
|
+210%
|
|
|
1956
|
Prosperity Bancshares
Houston,
Texas
|
$50.1K
|
-$12.7K
|
-46
|
-18%
|
|
|
1957
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$48.9K
|
–
|
–
|
–
|
|
|
1958
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$48.9K
|
+$23.8K
|
+86
|
+75%
|
|
|
1959
|
Globeflex Capital
San Diego,
California
|
$48.6K
|
–
|
–
|
–
|
|
|
1960
|
MTM Investment Management
Spartanburg,
South Carolina
|
$48.6K
|
–
|
–
|
–
|
|
|
1961
|
Pioneer Family Office
North Miami Beach,
Florida
|
$48.6K
|
–
|
–
|
–
|
|
|
1962
|
Brown Shipley & Co
London,
United Kingdom
|
$47.9K
|
+$12.2K
|
+44
|
+29%
|
|
|
1963
|
Gill Capital Partners
Denver,
Colorado
|
$46.7K
|
+$53.2K
|
+192
|
New
|
|
|
1964
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$46K
|
-$12.5K
|
-45
|
-19%
|
|
|
1965
|
First Pacific Financial
Vancouver,
Washington
|
$45.9K
|
-$23.3K
|
-84
|
-31%
|
|
|
1966
|
First Command Advisory Services
Fort Worth,
Texas
|
$45.9K
|
+$23K
|
+83
|
+78%
|
|
|
1967
|
Ares Financial Consulting
Calabasas,
California
|
$45.9K
|
+$37.4K
|
+135
|
+245%
|
|
|
1968
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$45.7K
|
-$1.25M
|
-4,528
|
-96%
|
|
|
1969
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$44.7K
|
–
|
–
|
–
|
|
|
1970
|
Security National Bank
Omaha,
Nebraska
|
$43.5K
|
–
|
–
|
–
|
|
|
1971
|
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
|
$43K
|
–
|
–
|
–
|
|
|
1972
|
Osterweis Capital Management
San Francisco,
California
|
$42.8K
|
–
|
–
|
–
|
|
|
1973
|
Caldwell Sutter Capital
Sausalito,
California
|
$42.3K
|
+$4.43K
|
+16
|
+10%
|
|
|
1974
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$42.1K
|
-$1.41M
|
-5,104
|
-97%
|
|
|
1975
|
Wiser Advisor Group
Phoenix,
Arizona
|
$41.8K
|
–
|
–
|
–
|
|
